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【SMM Analysis】Ethiopia Becomes Largest Source of US-Bound Solar Cell Flows, but July Volume Plunges
The origin mix of solar cell flows into the US shifted sharply in 2026. SMM analysis of global solar cell trade-flow data shows that approximately 37.32 GW of cells moved into the US market in January–July. Ethiopia supplied about 21.55 GW, or 57.8% of the total, far exceeding China, Kenya, South Korea and Thailand. On a cumulative basis, Ethiopia was therefore the largest origin in this dataset.
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