A Tire-1 PV enterprise raised silicon wafer quotations.

LANZHOU — In the vast, barren Gobi Desert of northwestern China, over 25,000 heliostats arranged in concentric circles span a total reflective area of 770,000 square meters, equivalent to 108 standard football fields.

The Middle East and Africa stand at the epicenter of the global energy transition.

On December 19, 2025, China's Ministry of Commerce officially confirmed that it had submitted a request for consultations with the World Trade Organization (WTO) regarding India's subsidy measures for photovoltaic (PV) products and tariff measures on information and communication technology products. China stated that India's relevant measures are suspected of violating WTO rules on "national treatment" and constitute prohibited "import substitution subsidies." This marks another significant trade action following China's challenge against India's subsidy measures for electric vehicles (EVs) and cells in October 2025.

【In November, Wafer Enterprises Took the Lead in Production Cuts and Held Prices Firm】According to SMM statistics, the two enterprises reduced production by a total of 1.95 GW in November, while other enterprises collectively cut production by only about 1 GW. Silicon wafer production in November is expected to be in the range of 57–58 GW, with little change from the production schedule anticipated at the beginning of the month. It has become a near-certainty that demand conditions deteriorated in the fourth quarter of this year, prompting the two leading enterprises to initiate production cuts to stabilize the supply landscape.

The US energy landscape has abandoned the ’green nation‘ ideal and instead adopted a hardline approach of "energy dominance." The enactment of the One Big Beautiful Bill Act (OBBBA) signifies not only legislative updates but also a structural overhaul of the nation's energy framework and priorities. From canceling the large-scale Esmeralda 7 solar project to undertaking a comprehensive reorganization of the Department of Energy, this administration has established a new strategic triad. In short, the era of federal collaboration with renewable energy has ended; the new reality is defined by fossil fuel dominance, supply chain decoupling, and a pragmatic reshaping of power grid reliability.

According to a document released by South Korea's Ministry of Economy and Finance on November 26, the "Perovskite-Silicon Tandem Solar Cell" has been officially designated as the 15th National Leading Project. A budget of 33.6 billion won has been allocated in the 2026 fiscal year for technology R&D, standard establishment, and market creation, with the goal of achieving the world's first commercialization by 2030, targeting a cell efficiency of 35% and a module efficiency of 28%.

The 2025 (3rd) Net Zero Europe: Solar & Energy Storage Summit, organized by SMM and supported by ACCIÓ- Catalonia Trade & Investment (Government of Catalonia), wrapped up at the Hilton Barcelona Hotel in Barcelona, Spain on November 4.

In October 2025, Chinese solar giant LONGi and the Energy Commission of Nigeria (ECN) concluded strategic cooperation negotiations at its headquarters in China. Both parties agreed to advance the establishment of a solar cell/module factory in Nigeria with a capacity of 500–1,000 MW (0.5–1 GW). The official press release from Nigeria and multiple industry media outlets confirmed this intention, noting that the cooperation was deepened based on a memorandum of understanding (MoU) signed earlier in the year in London.

On September 29, the Directorate General of Trade Remedies (DGTR) under India's Ministry of Commerce and Industry issued the final ruling in the anti-dumping investigation concerning solar cells and modules originating from China. It proposed imposing anti-dumping duties for a period of three years on solar cells and modules produced in or imported from China. The final ruling, signed on September 30, 2025, recommended implementation "from the date of notification" and specified three tiers of duty rates: 0%, 23%, and 30%, applicable for three years.

[SMM Analysis] A Summary of Major National and Regional Policies in the Global PV Market in September 2025, Categorized by China, Europe (EU), US, India, and Southeast Asia.