印度现在是美国最大的太阳能模块供应商, 但面临对俄罗斯石油关系的潜在关税。 India is now the top U.S. solar module supplier, but faces potential tariffs over Russian oil ties.

印度已成为美国太阳能模块的最大供应国,占2023年至2025年出口的近97%,原因是成本降低,美国限制与中国相关的进口。 India has become the top supplier of solar modules to the U.S., accounting for nearly 97% of its exports from 2023 to 2025, driven by lower costs and U.S. restrictions on Chinese-linked imports. 2023年出口猛增近9倍,2024年翻了一番,印度占美国进口的份额从2022年的3%上升到2024年的11%,尽管越南仍是最大的供应国。 Exports surged nearly ninefold in 2023 and doubled in 2024, with India’s share of U.S. imports rising from 3% in 2022 to 11% in 2024, though Vietnam remains the largest supplier. 2024年,美国在奖励措施的支持下,增加了50千兆瓦的太阳能容量。 The U.S. added 50 GW of solar capacity in 2024, supported by incentives. 然而,印度出口商面临美国倾销探测,潜在利润高达123%,并计划从2025年8月起征收50%的关税,这与印度从俄罗斯购买石油有关。 However, Indian exporters face a U.S. dumping probe with potential margins up to 123% and a planned 50% tariff starting August 2025, linked to India’s oil purchases from Russia. 印度的目标是到2030年使太阳能制造能力达到180千兆瓦,并将可再生能源提高到430千兆瓦。 India aims to reach 180 GW of solar manufacturing capacity by 2030 and boost renewables to 430 GW by then.