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Report

Global Clean Investment Monitor: Electric Vehicles and Batteries

In this first edition of the new Global Clean Investment Monitor, we explore how—after decades of national policy support, primarily in the US, China, and Europe—electric vehicles and batteries have been catapulted into mass commercialization.

Report

Clean Investment Monitor: Q1 2025 Update

In the first quarter of 2025, clean energy and transportation investment in the United States totaled $67.3 billion, a 6.9% increase from the same period in 2024 but a 3.8% decrease from the previous quarter.

Report

Was Made in China 2025 Successful?

To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.

Report

Clean Investment Monitor: Q4 2024 Update

In the final quarter of 2024, clean energy and transportation investment in the United States totaled $70 billion, reflecting a slight 1% decline from the previous quarter but a 6% increase from the same period in 2023.

Report

China and the Future of Global Supply Chains

We review China’s role in four major sectors—apparel, consumer electronics, PV, and autos—over the past decade, then consider four plausible scenarios to 2030 and their implications for China’s future role in global trade and investment patterns.

Report

Clean Investment Monitor: Q3 2024 Update

Clean energy and transportation investment in the United States continued its record-setting growth in Q3 of 2024, reaching a new high of $71 billion.