China Proposes Export Controls on 12 Key Solar-Manufacturing Technologies 📈

Beijing has proposed adding 12 solar energy manufacturing technologies to its export-control list to protect national security and preserve market dominance, as technologies increasingly intersect with aerospace and defense. • Proposed Bans & Restrictions: • Banned: Exports of advanced technologies for thin wafers, perovskite and tandem solar cells, and lower-cost fluidized-bed polysilicon production. • Restricted: Overseas transfers of next-gen solar cell manufacturing tech, including TOPCon, HJT, and XBC. • Global & Market Impact: • Targeted Supply Chains: Curbs directly affect domestic expansion plans for US firms (e.g., Tesla) and aim to limit technology access for regional manufacturing hubs like India. • Sri Lanka Context: As renewable energy adoption grows, Sri Lanka relies heavily on imported photovoltaic equipment and components. Technology restrictions could slow cost reductions for high-efficiency solar infrastructure and impact long-term supply chain diversification. • Process & Timeline: • Public consultation ends November 15, with mandatory registration required for ongoing technology transfers.