Commodities February 24, 2026

Solar panels account for bulk of U.S. import detentions under forced-labor ban, CBP data show

New Customs data reveal semiconductor-coded solar shipments represent the lion’s share of goods halted under the Uyghur Forced Labor Prevention Act

By Nina Shah
Solar panels account for bulk of U.S. import detentions under forced-labor ban, CBP data show

U.S. Customs and Border Protection data show solar panels and cells, classified under a semiconductor devices code, represent 82% of the value of shipments stopped under the Uyghur Forced Labor Prevention Act. The seizures have disrupted projects and workforces in the solar sector, while most of the halted goods have since been released to importers.

Key Points

  • Solar panels and cells classified under a semiconductor devices code represent $3.26 billion, or 82%, of the $3.94 billion in goods stopped under the UFLPA since 2022.
  • Most halted solar shipments originated from Malaysia, Vietnam and Thailand; about $2.5 billion (over 79%) of halted semiconductor-coded goods have been released to importers.
  • Enforcement activity declined to $187.7 million in stopped shipments last year from $1.78 billion in 2024, even as DHS announced plans to target additional goods such as steel and copper.

Summary

New data published by U.S. Customs and Border Protection (CBP) indicate that solar panels and cells make up the vast majority of the value of shipments detained at the U.S. border under a law banning goods made with Chinese forced labor. The data provide the first detailed breakdown of product types stopped under the Uyghur Forced Labor Prevention Act (UFLPA) since it was signed into law by former President Joe Biden, and show the solar industry has borne the largest share of enforcement activity.


Detailed findings

CBP’s classification places solar panels and cells in a relatively narrow category identified by a semiconductor devices code. Shipments carrying that code account for $3.26 billion in stopped shipments, which represents 82% of the total $3.94 billion in goods blocked since the law was implemented in 2022, according to the CBP data reviewed for this report. The agency’s data guide references solar goods interchangeably with the identifying code at issue.

The agency did not specify when the newly detailed breakdown was first published, and CBP officials did not immediately respond to a request for comment.


Industry impacts

The enforcement has had operational consequences for the solar industry: companies have furloughed employees and project timelines have been pushed back because of stalled panel shipments. That has occurred at a time when federal data cited in the CBP material show the solar sector has become the top new source of U.S. electricity.

Most of the seized solar shipments originated from Malaysia, Vietnam and Thailand, which have been leading suppliers of solar panels to the United States in recent years. The CBP data show that more than 79% of the value of halted solar and other semiconductor-coded shipments - roughly $2.5 billion in products - have since been released to U.S. importers.


Enforcement trends and scope

The UFLPA seeks to block goods made in China’s Xinjiang region, where authorities are reported to have established labor camps affecting ethnic Uyghur and other Muslim groups; China’s government denies the allegations of abuse. The law identifies polysilicon, a raw material for solar panels, as a high-priority sector for enforcement.

CBP data show UFLPA enforcement activity has fallen since U.S. President Donald Trump took office last year, with stopped shipments totaling $187.7 million last year, down from $1.78 billion in 2024. In August, the U.S. Department of Homeland Security said it would expand targeting under the UFLPA to additional goods, including steel and copper, which are said to be produced with forced labor.


What remains unclear

The CBP did not indicate when these more granular product breakdowns were first published, and the agency did not provide immediate comment on the figures. The data show a large proportion of stopped solar and semiconductor-coded shipments have been released, but do not detail the specific reasons for releases or the procedures applied in each case.

This reporting presents the CBP figures and the implications for affected sectors without adding further interpretation.

Risks

  • Unclear publication timing and limited agency comment create uncertainty about the current status and timing of the CBP data - this affects tracking of enforcement trends across trade and compliance functions.
  • Operational disruptions in the solar sector - including furloughs and project delays caused by stalled shipments - pose near-term risks to renewable project timelines and related supply-chain participants.
  • Shifts in enforcement scope, such as DHS targeting additional commodities like steel and copper, introduce uncertainty for importers and industries beyond solar that source inputs from the region.

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