plate 294 · 2025 data

Indonesia became America's biggest solar panel supplier

Share of US solar panel imports by value (HS 854143), by supplier, 2022 vs 2025, as reported by the US.

Trade rewired
  1. 1. Mexico, not China, now sells America the most goods
  2. 2. China's ASEAN trade is now almost double its US trade
  3. 3. America's duty-free parcels grew almost tenfold in nine years
  4. 4. Mexico's factories now outproduce Britain's and France's
  5. 5. The UAE sold more goods abroad than France in 2025
  6. 6. The EU now buys more US gas than Russian gas
  7. 7. Malaysia again sells more to America than to China
  8. 8. Brazil mines 93% of the world's niobium
  9. 9. More Vietnamese now work in industry than on farms
  10. 10. Indonesia set to use more palm oil than it exports
  11. 11. Factories now make more of Cambodia's economy than China's
  12. 12. China now buys more from Brazil than from Germany
  13. 13. Kazakhstan now sells Russia more than Germany does
  14. 14. China fell to third among America's suppliers in 2025
  15. 15. America overtook China as Taiwan's biggest export market
  16. 16. Mongolia's coal exports hit a record 90 million tonnes
  17. 17. Viet Nam's ports now handle more containers than Japan's
  18. 18. Liberia overtook Panama as the biggest flag by ship capacity
  19. 19. Nickel made Indonesia the world's fifth-biggest iron and steel exporter
  20. 20. Mexico again hosts more US investment than China
  21. 21. Mexico replaced China as America's top computer supplier
  22. 22. France fell from first to third among Côte d'Ivoire's suppliers
  23. 23. Wigs are nearly half of what North Korea sells China
  24. 24. Viet Nam overtook China as Morocco's top smartphone supplier
  25. 25. China became the top electric car supplier in 21 countries
  26. 26. Indonesia became America's biggest solar panel supplier
36.8%

Indonesia's share of US solar panel imports in 2025, up from 1.7% in 2022: from 9th supplier to 1st.

66% to 26%

Viet Nam, Thailand and Malaysia's combined share, 2022 vs 2025; Viet Nam alone fell from 35.4% to 11.8%.

52%

Indonesia and Laos together supplied over half of US panel imports in 2025, from under 3% in 2022: America's panels still come from Southeast Asia, from different countries.

the numbers & method
Indonesia became America's biggest solar panel supplier. Source: UN Comtrade, US imports of solar panels (HS 854143) by partner, 2025.
2025 (%)2022 (grey bar) (%)
Indonesia36.81.7
Laos15.1
India12.42.5
Viet Nam11.835.4
Malaysia8.014.5
Thailand5.916.1
Ethiopia4.5
South Korea0.513.4

Claim types Fact · Interpretation

UN Statistics Division, UN Comtrade (HS, annual), commodity 854143 (photovoltaic cells assembled in modules or made up into panels; an HS 2022 code, so no comparison before 2022), United States imports by partner as reported by the United States, US$, read from the UN Comtrade API via the progrss vault (un-comtrade, editions 'UN Comtrade HS 854143 M' versions cff696bfea (2022) and 75087a964f (2025); GUIDELINES §4.11). US$ million, 2022 then 2025: World 10,229.5 / 6,718.9 (2023 19,272.7; 2024 15,193.8); Indonesia 171.8 / 2,470.9 (2023 184.6; 2024 441.2); Laos not among the ten largest suppliers in 2022 (each below US$112.6 M, 1.1%) / 1,017.7 (2024 276.5); India 260.0 / 836.4; Viet Nam 3,623.2 / 795.4; Malaysia 1,479.8 / 540.4; Thailand 1,645.3 / 396.7; South Korea 1,373.7 / 34.1; Ethiopia not among the ten largest in 2022 / 304.1 (7th in 2025); Cambodia 806.4 / below US$34.1 M (not among the ten largest in 2025). Indonesia ranked 9th among US suppliers in 2022 and 1st in 2025; Viet Nam was 1st in 2022, 2023 and 2024. Shares are progrss calculations of each partner's value over the US-reported world total. US panel imports fell by more than half in value in 2025 (from US$15.2 bn in 2024); values are current dollars and panel prices fell over the period. Takeaway 3's 'moved one country on' is Interpretation.

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