Niteroi's ION Launches BRL 7.7 Million Solar Park Project with Multifaceted Sustainability Initiatives

India’s MNRE has extended the ALMM List-II exemption window for net-metering and open-access renewable energy projects to Dec. 31, 2026. Under the latest notification, eligible projects commissioned by this date can remain exempt from ALMM-II solar cell compliance, while projects commissioned afterward must comply with ALMM List-II requirements. MNRE stressed that the move is not a blanket extension, but a one-time transition window to support a smoother shift to the ALMM-II framework. SMM believes the policy gives developers and EPCs more time to clear existing module inventories using non-ALMM-listed cells, while allowing domestic cell manufacturers additional time to scale up capacity, though it may temporarily delay demand growth for ALMM-compliant cells.

[SMM Silicon-Based PV Morning Briefing: Wafer Enterprise Inventory Shows Divergence; Solar Cell Market Upstream-Downstream Tug-of-War Stalemate] Wafer: The inventory buildup of wafer enterprises is showing a divergent trend. Inventories of top-tier players have already exceeded reasonable ranges. Demand for bonded zone inventory orders destined for India is marginally weakening, and multiple African countries are emerging as leading export destinations. Solar Cell: The market is dominated by strong wait-and-see sentiment, with neither upstream nor downstream initiating proactive price adjustments, and all orders are negotiated at prevailing prices. Currently, the core fundamentals of high industry inventory and weak downstream procurement demand have not improved. The present stability is merely a short-term stalemate resulting from sluggish Monday trading, and downward pressure on prices remains over the medium and long term.

On July 16, the 500 kV transmission project for the million-kilowatt desert wind-solar-storage base in Chifeng, Inner Mongolia, was successfully connected to the Tongliao Jinsha 500 kV substation and officially completed and put into operation. This project is a key supporting transmission line for the third batch of national "desert-Gobi-wasteland" wind and solar power bases. After the project is put into operation, it can fully guarantee the grid connection and consumption of the million-kilowatt-level wind-solar-storage new energy project, delivering approximately 2 billion kWh of clean electricity annually, significantly enhancing the regional power grid's transmission dispatching and resource complementarity and mutual support capabilities, achieving large-scale development, integrated transmission, and efficient utilization of local wind and solar resources, and steadily transforming the advantages of desert resources into advantages of green development.