WEEKLY REVIEW
PV market news this week：
1. Hungary's solar capacity surpasses 8 GW
Hungary's cumulative solar capacity exceeded 8 GW by the end of last month, according to an update from the country's Ministry of Energy.
The milestone represents steady growth in Hungary's solar capacity, which reached the 7 GW mark by the end of last year after adding 1.41 GW across 2024.
The rise of solar energy production helped to keep the share of imported electricity below 20% across the first six months of the year, the ministry added, compared to a share of nearly 25% in the same period last year.
2. Sinovoltaics maps 68.4 GW of solar module capacity in India
The updated solar supply chain map of India published by Sinovoltaics, an internationally operating quality assurance firm headquartered in Hong Kong, indicates module capacity of 68.4 GW, cell capacity at 24.56 GW, and ingots at 14 GW.
There are 171 solar PV factory sites mapped in the new India Solar Supply Chain Map for 2025, which features information on each factory's capacity, location, owner, and planned output.
The analysts noted the country's emerging role as a solar exporter, with companies like Vikram Solar and TATA Power expanding into the United States.
3. California scores victory for rooftop solar owners, retaining contracts on home sale
California senators voted 9-4 not to break contracts signed by rooftop solar customers, amending the controversial AB 942 during its Senate Energy, Utilities and Communications Committee hearing.
The bill required that homes with rooftop solar that are sold or transferred must be shifted off their net energy metering agreements, a change that would damage the expected electricity bill savings from the system.
4. Slovenia opens €29 million call to fund priority solar, wind projects
Slovenia's Ministry of the Environment, Climate and Energy has published an investment call to co-finance solar and wind power projects granted priority status.
A total €29.5 million is available via the European Union's Modernisation Fund. Eligible projects can apply for a grant covering up to 45% of project costs.
5. Mexico introduces new rules for self-consumption
Mexico's National Commission for Regulatory Improvement (CONAMER) has published a draft agreement outlining the requirements for obtaining a generation permit for interconnected self-consumption at power plants with capacities between 0.7 MW and 20 MW.
The agreement aims to streamline the permitting process and provide legal certainty for individuals and entities developing generation projects under the self-consumption model, in line with the Electricity Sector Law.
6. US launches national security probe into polysilicon imports
The US DoC said this week that it has launched a national security investigation into imports of polysilicon and its derivatives.
The DoC said the Section 232 investigation is aimed at assessing the capability of both the domestic and foreign polysilicon industries to meet current demand in the United States. The department also wants to measure the impact of foreign government subsidies, “predatory” trade practices, artificially suppressed polysilicon prices due to foreign “unfair” trade practices and “state-sponsored” overproduction.
7. Indian PV companies among targets of new AD/CVD petition launched in US
Indian PV companies are in the crosshairs of a fresh antidumping and countervailing (AD/CVD) petition lodged by a group of US-based solar manufacturers alleging illegal trade practices by overseas producers.
The Alliance for American Solar Manufacturing and Trade has filed antidumping and countervailing duty (AD/CVD) petitions with the US International Trade Commission (ITC) and US Department of Commerce against Chinese-owned manufacturers operating in Indonesia and Laos and Indian-headquartered companies.