India has already demonstrated that well-designed policies can rapidly expand module and cell manufacturing. The next challenge is considerably more ambitious: building a fully integrated solar manufacturing ecosystem that extends from polysilicon to finished modules. Success will require sustained policy support, patient capital, technology partnerships, infrastructure development, and a long-term industrial vision.

India's effort to build a self-reliant solar manufacturing industry is causing widespread production disruptions as a shortage of domestically made solar cells forces panel…

India has already demonstrated that well-designed policies can rapidly expand module and cell manufacturing. The next challenge is considerably more ambitious: building a fully…