Indonesia and Laos supply >40% of US solar imports by June 30, 2026?
EntertainmentOne-OffHandelsbeleidMacro en economieGrondstoffen
Manifold MarketsGeslotenGeen KYCGeverifieerde afwikkelingsgegevensRedelijk gekalibreerdDeze markt is beslist: No (99%)
Afgewikkeld: 20 okt 2026, 02:55
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Manifold MarketsRegels
Market Overview
- This market resolves YES if Indonesia and Laos together account for more than 40% of US solar module imports by mid-2026.
- The share of module imports from Indonesia and Laos has grown to 34.6% in Q1 2025.
- Module imports from Cambodia have dropped to 0 GW in 2025, and concurrently, there has been an increased presence of alternative sourcing locations in the US module import mix.
- In 1Q25, US module capacity stood at 50.5 GW; in contrast, US cell capacity amounted to only 2.3 GW.
- Excluding thin-film module capacity, the U.S. faces a cell capacity gap of approximately 37 GW, necessitating imports from Indonesia and Laos.