Overview
- China is considering limits on exports of equipment for heterojunction, or HJT, solar cells, a high‑efficiency design that can reach about 24 percent.
- Officials have met with equipment maker Suzhou Maxwell Technologies, which has applied for an export license at the commerce ministry.
- Tesla’s plan to buy about $2.9 billion of production gear from Chinese suppliers and to reach 100 gigawatts of U.S. capacity by 2028 faces fresh uncertainty.
- No decision has been announced, with policy deliberations still underway, according to Reuters reporting based on five people familiar with the talks.
- Europe could see knock‑on effects because Germany gets roughly 88 to 90 percent of its solar imports from China, leaving projects exposed to delays and higher costs.