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  [SMM Analysis] India Imposes Three-Year Anti-Dumping Tariffs on Solar Cells and Modules from China

  On September 29, the Directorate General of Trade Remedies (DGTR) under India's Ministry of Commerce and Industry issued the final ruling in the anti-dumping investigation concerning solar cells and modules originating from China. It proposed imposing anti-dumping duties for a period of three years on solar cells and modules produced in or imported from China. The final ruling, signed on September 30, 2025, recommended implementation "from the date of notification" and specified three tiers of duty rates: 0%, 23%, and 30%, applicable for three years.

• China's Alumina Cost Expected to Edge Down in October

• Special Review for National Day: The Past and Present of China's Aluminum Capacity Ceiling [SMM Analysis]

  [SMM Analysis: National Day Special Review: The Past and Present of China's Aluminum Capacity Ceiling] Since its inception in 1953, China's aluminum industry has undergone a development journey from scratch and from small to large, ultimately becoming the world's largest aluminum producer. Throughout this process, the formation and evolution of the capacity ceiling reflect the complex interplay between China's industrialization progress, industrial policy adjustments, and sustainable development. The development of China's aluminum industry can be divided into four stages...

• [SMM Analysis] Four Departments Set Clear Targets for Energy Equipment by 2030

• [SMM Analysis] Argentina Lithium & Energy Corp.: Cauchari-Olaroz Lithium Mine Project Is Expected to Triple Production by 2029