Japan’s METI to Select Rikou and Choshu Sangyo for Perovskite Solar Subsidies

The significance here is less about the two named recipients than about the state signaling that a domestic perovskite supply chain is being assembled ahead of Sekisui Chemical's planned 2027 mass production. Subsidy selection effectively decides who gets positioned in that chain early, which matters for smaller materials and equipment players that rarely get this kind of policy visibility. Whether METI's picks broaden beyond these firms, and how the subsidy terms tie recipients to the Sekisui timeline, is the open question worth watching.