4 FAQs about U S solar module exports

How have US solar panel imports changed since June?

Following the implementation of the second round of tariffs in late November, the combined market share of four unnamed countries in US solar panel imports decreased from 82% in the full year of 2024 to 54% in the subsequent three months. Overall, US solar panel imports have declined by 26% since June.

How did tariffs affect solar panel exports?

Following the initial tariffs in June, solar panel exports from Vietnam, Malaysia, Thailand, and Cambodia to the US decreased by 33% year-over-year over the subsequent nine months. During this same period, trade data indicates that exports from neighboring Indonesia and Laos saw an approximate eight-fold increase.

How much do solar cells contribute to US solar imports?

Solar cells' contribution to overall US solar imports has dramatically increased to approximately 28% since the tariffs were introduced. This contrasts sharply with their much smaller share of 6.5% in 2023, highlighting a notable change in import patterns within the solar energy sector in the United States.

Why are Chinese solar manufacturers rethinking export strategies?

Solar cells accounted for roughly 28% of all U.S. solar imports since the first round of tariffs, compared with 6.5% in 2023, the data showed. Chinese manufacturers are already revising export strategies due to concerns about tariffs on Indonesia and Laos, said Fei Chen, solar research analyst at consultancy Rystad Energy.

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U.S. Energy Information Administration

Data include manufacturing, imports, and exports of modules in the United States and its territories. Summary data include volumes in peak kilowatts and average prices.

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Solar panel exports from Vietnam, Malaysia, Thailand and Cambodia to the U.S. fell by 33% on an annual basis in the nine months

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Imports from India, Indonesia and Laos are ticking up. Of note: 621.4 MW of panels came from Mexico, and 122.8 MW came from Canada. The United States imported 68.3 MW

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Imports from India, Indonesia and Laos are ticking up. Of note: 621.4 MW of panels came from Mexico, and 122.8 MW came from

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Following the initial tariffs in June, solar panel exports from Vietnam, Malaysia, Thailand, and Cambodia to the US decreased by 33% year-over-year over the subsequent nine months.

US Tariffs, Europe Slowdown Reshape Global Solar Panels Trade

Solar panel exports from Vietnam, Malaysia, Thailand and Cambodia to the U.S. fell by 33% on an annual basis in the nine months since the first round of tariffs in June.

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In June 2024, the U.S. International Trade Commission found that imports of c-Si cells and modules from Vietnam, Malaysia, Thailand, and Cambodia may be harming the U.S. solar

Annual Solar Photovoltaic Module Shipments Report

Data include manufacturing, imports, and exports of modules in the United States and its territories. Summary data include volumes in peak kilowatts and average prices.

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