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CNBC

Inside India newsletter: India’s green push aims to boost energy security but exposes China dependency

Thursday, September 10, 2026


India is expanding its renewable energy capacity as part of efforts to reduce dependence on energy imports, but the expansion relies significantly on Chinese manufacturing and equipment imports. Solar panel production, battery technology, and rare earth minerals used in renewable energy systems are largely sourced from or dependent on Chinese supply chains. India's renewable energy targets, announced as part of its climate commitments, require substantial infrastructure development over the coming years.

Original reporting: https://www.cnbc.com/2026/09/10/india-green-energy-china-reliance-battery.html

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