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Mapping Economic Opportunities in Global Clean Energy Supply Chains

Author

Listed:
  • Yang Li
  • Ketan Ahuja
  • Karan Daryanani

    (Harvard's Growth Lab)

  • Ricardo Hausmann

    (Harvard's Growth Lab)

  • Muhammed A. Yildirim

    (Center for International Development at Harvard University)

Abstract

The energy transition offers countries that can manufacture clean energy technologies substantial opportunities for sustainable economic growth. This paper provides a framework for context-aware industrial policy by applying economic complexity theory to a newly constructed dataset of twelve key clean energy supply chains (CESCs). We find that CESCs are diverse but highly interdependent; they are also growing faster and are more concentrated than other industries. CESCs exhibit substantial entry, exit and competitive churn, and countries are more likely to enter CESC industries that are related to their existing productive capabilities. We also explore changing global competitiveness and country positioning in these industries, and draw out implications of these patterns for industrial policymakers.

Suggested Citation

  • Yang Li & Ketan Ahuja & Karan Daryanani & Ricardo Hausmann & Muhammed A. Yildirim, 2026. "Mapping Economic Opportunities in Global Clean Energy Supply Chains," Growth Lab Working Papers 268, Harvard's Growth Lab.
    • Handle: RePEc:glh:wpfacu:268
    as

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    References listed on IDEAS

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