China’s proposed export controls on 12 solar manufacturing technologies could raise costs or slow new ingot and wafer projects in India, according to an industry forecast reported by The Economic Times.
The outlet reported that India Ratings and Research (Ind-Ra) expects companies adding upstream capacity to face possible delays and higher costs, particularly those starting new capital-spending cycles. Ind-Ra director Bhanu Patni told The Economic Times that backward integration in ingots and wafers could face “delays and/or cost escalations.”
The reported concern is about building manufacturing capacity, not a delayed start to India’s sourcing rule. The country’s Approved List of Models and Manufacturers (ALMM) List-II requirement for solar cells took effect June 1, 2026. India later allowed certain net-metering and open-access projects to commission under a limited exemption through Dec. 31; it did not grant a blanket extension.
On Oct. 16, China’s Ministry of Commerce (MOFCOM) and Ministry of Science and Technology (MOST) proposed adding 12 technologies used in polysilicon, silicon-wafer and solar-cell production to the catalog of technologies prohibited or restricted from export. Listed key equipment is covered only when it carries technology that meets specified control indicators. Other unlisted solar equipment is generally outside the requirement.
The ministries also put an advance registration requirement into effect for covered technology transfers while the catalog revision is pending.
The Commerce Ministry cited solar technology’s use in aerospace, defense and unmanned applications, as well as high-security infrastructure, in explaining the proposal. The Economic Times also reported that companies with secured supplies could be less exposed to the risks Ind-Ra identified.
The consultation closes Nov. 15, 2026. The official announcement gives no date for a final catalog revision, so the proposal’s final scope and effective date have not been announced.
