Beijing will keep widening export controls from critical minerals to manufacturing processes and equipment, so countries trying to build supply chains outside China face rising costs, delays and license-by-license political bargaining.
forming · confidence 40 · Emerging (watchlist) · tracking since November 14, 2026 · updated November 14, 2026
Beijing's consultation closes Sunday on a draft that would ban exports of perovskite-tandem and thin-wafer manufacturing know-how and restrict several high-efficiency cell technologies. That would threaten India's plan for 100 GW of upstream solar capacity and has pushed Indian manufacturers toward Germany. It extends China's controls from minerals to process know-how and raises the cost of building supply chains outside China.
Supporting · November 14, 2026
China's consultation on banning solar-technology exports closes Sunday as Indian manufacturers turn to Germany
Beijing's consultation closes Sunday on a draft that would ban exports of perovskite-tandem and thin-wafer manufacturing know-how and restrict several high-efficiency cell technologies. That would threaten India's plan for 100 GW of upstream solar capacity and has pushed Indian manufacturers toward Germany. It extends China's controls from minerals to process know-how and raises the cost of building supply chains outside China.
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