The renewable energy industry believes there will be a shortage of solar cells over the next 12 months due to the ALMM List-II mandate, but strong domestic demand, policy support, and increasing backward integration will help stabilize the sector.At a panel discussion “Closing the Gap: Building Integrated Solar Manufacturing Value Chain” at the Mercom India Renewables Summit 2026, panelists said the current supply chain imbalance should be viewed as a short-term transition rather than a structural problem.
