6-Month Work Plan — Net Zero Industrial Policy Lab

Phase II · ATLAS OF THE GLOBAL CLEAN INDUSTRIAL BASE

Author
Affiliation

Oriol Vallès Codina

Net Zero Industrial Policy Lab (Johns Hopkins University)

Published

March 17, 2026

Abstract

Six-Month Review | Clean Value Chain Explorer | NZIPL | Internal Intelligence Platform integrating four core datasets (Clean Industrial Base, Predicted Competitiveness, Bilateral Trade, Domestic Firm Capabilities) into a unified analytical backbone for clean industrial policy research.

1 Purpose

This document provides a structured review of work completed during the first six months, followed by current priorities and a forward-looking strategic roadmap.

Over this period, my work evolved from delivering a deployable Clean Value Chain Explorer (CVCE) into constructing an internal comprehensive intelligence platform on clean industrial policy combining at least four integrated datasets. The objective is institutional consolidation: building a durable analytical and infrastructure backbone for NZIPL’s clean industrial policy research agenda.

The goal is to build a global trade model that tracks the movement of technologies, components, and natural resources through the global economy along the product space of clean value chains, either as a sequential function (raw material, processed material, product component, process equipment, …) in the upstream-midstream-downstream positions of the value chain or along the tech tree (or dendrite). This will enable us to assess the impacts of green industrial policy, trade policy, interest rates, quotas, etc. on trade, material flows, and aggregate economic indicators. It will help identify the best opportunities for global supply chain cooperation that benefit all countries. It will also provide inputs into ongoing discussions about the rules that are necessary to structure competition and cooperation between countries.

2 Platform Architecture

CVCE Architecture Diagram
Architecture Overview

Net Zero Industrial Policy Lab · Data Infrastructure

CIB
Clean Industrial Base
By Function
By Tree (Dendrite)
Upstream
Raw Material Upstream
Processed Material Midstream
Raw Material Midstream
Processed Material Midstream
Process Equipment Midstream
Product Component Downstream
Product Component Downstream
Process Equipment Final Product
Final Product
Solar dendrite

Solar — click to open interactive viewer

Jonas Goldman · NZIPL
PC
Predicted Competitiveness
  • Country × technology scores
  • SHAP importance scores
Ishana Ratan · NZIPL
BACI
UN Comtrade Bilateral Trade
  • 6-digit HS product codes
  • HS92–HS22 revision harmonized
  • 1995–2024 panel
CEPII · Open Source
ORBIS
Geolocated Firm Microdata
  • Domestic firm capabilities
  • Geo-located establishment data
S&P Global (Bureau van Dijk) · Private
Other
Other Datasets
  • Regional Industrial Policies Observatory (NZIPL)
  • EMBER energy generation data
  • Chinese FDI flows
Various · Mixed Access
Macro
Macroeconomic Model
  • Multi-regional input-output framework
  • GEMMES ecological macro model
  • Clean industrial policy simulations
NZIPL · Phase III/IV
CIB
370 HS6 codes · 10 technologies
PC
155 countries · 2003–2024
BACI
200+ countries · 1995–2024
ORBIS
2,700+ firms · geolocated
Macro
Multi-Regional Clean I-O Simulations of Clean Industrial Policy
CVCE Clean Value Chain Explorer NZIPL Internal Intelligence Platform
⬡
Catalogue of Visualisations & Analytics
Interactive modules combining NZIPL proprietary and open-source data into a unified analytical website.
BubblesDendrite SankeyTreemap MapNetwork RadarTimeseries Trade BalanceTrade Series PC RankingsGallery DataWorkflow Documentation
◈
Deep Dives: Top Highlights on Clean Industrial Policy
Comprehensive statistical analytics and AI-summarized executive summaries for specific technology × country pairs. Integrates all four datasets into a single actionable intelligence report.
COMPONENTS PER REPORT
Trade flowsDendrite position CompetitivenessFirm capabilities AI highlightsVisual report
Flagship: Solar · India
Phase II Deliverable · Net Zero Industrial Policy Lab
Atlas of the Global Clean Industrial Base
Annual intelligence report tracking the structure and evolution of global clean energy supply chains
Key Questions
  1. 01How is the global industrial base for clean energy evolving?
  2. 02What are the flows of resources and technologies through the international system?
  3. 03What are the opportunities for truly global clean energy supply chain cooperation, especially south-south and north-south linkages?
  4. 04What policies and guardrails are needed to build an international system safe for industrial policy?
Deliverables
  • Electronic report & dynamic webpage — data visualizations on critical materials and supply chain flows across 5–6 supply chains (solar, wind, batteries, grid equipment, green ammonia)
  • 2–3 country deep dives per edition — e.g., is India moving upstream in solar? What countries does India's clean-tech sector depend on?
  • Clean energy corridors assessment — which bilateral relationships and networks are most important, and what drives successful corridors?
  • Two annual editions — first Atlas presented November 2025 on NZIPL's main webpage

4 Data Coverage

Clean Industrial Base (Green Dictionary)
Variable Number Description
Observations 610 Enriches all other core datasets
Technologies 10 Batteries, Biofuel, Electrolyzers, Geothermal, Heat Pumps, Magnets, Nuclear, Solar, Transmission, Wind
Product Codes 372 Classified along the clean value chain
Stages 4 Downstream, Final Product, Midstream, Upstream
Roles 5 Final Product, Process Equipment, Processed Material, Product Component, Raw Material
Bilateral Trade (BACI)
Variable Number Description
Observations 12,514,029 Map, sankey, network, treemap, tradeseries modules
Years 30 1995–2024
Exporter/Importer Countries 231 Countries with population > 1M
Product Codes 372 Codes present in Green Dictionary
Predicted Competitiveness (NZIPL PC)
Variable Number Description
Observations 34,100 Predicted competitiveness score per country-tech-year
Years 22 2003–2024
Economies 155 ISO3 economies with PC scores
Technologies 10 Batteries, Biofuel, Electrolyzers, Geothermal, Heat Pumps, Magnets, Nuclear, Solar, Transmission, Wind
Regions 7 East Asia & Pacific, Europe & Central Asia, Latin America & Caribbean, Middle East & North Africa, North America, South Asia, Sub-Saharan Africa
ORBIS Firm Capabilities
Variable Number Description
Firm×Year×Tech rows 1,900,169 Panel rows after HS→NACE tech expansion
Unique Firms 434,640 Unique BvD firm identifiers
Countries 66 Countries with ≥1 clean-tech firm (ISO3)
NACE Codes 67 NACE Rev.2 codes linked to green dictionary
Technologies 10 Batteries, Biofuel, Electrolyzers, Geothermal, Heat Pumps, Magnets, Nuclear, Solar, Transmission, Wind
Years covered 2001–2019 ORBIS vintage 2020; balanced panel
Additional datasets planned or under integration for Phase II.
Dataset Status Coverage Variables Use Case
EMBER Planned ~200 countries, 2000-2024 Generation (TWh) by source: coal, gas, nuclear, wind, solar, hydro Contextualise clean tech deployment; link trade to energy transition
S&P Firm Data Planned Global listed firms, ~10,000+ Revenue, CAPEX, R&D spend, employees, HQ, GICS sector Map firm capabilities to value-chain positions; complement ORBIS
Chinese FDI Planned ~150 countries, 2005-2024 Investment (USD mn), sector, subsector, ownership Analyse Chinese supply chain strategy; link FDI to trade patterns
GDP & Population Integrated 200+ countries, 1990-2024 GDP (current USD, PPP), population Normalise trade flows; scenario analysis
Exchange Rates Planned 180+ countries Annual exchange rates Currency normalisation
Input-Output Tables Planned 65 countries, 1995-2020 OECD TiVA / WIOD Integration into LEEDS macro model
Carbon Pricing Planned 70+ jurisdictions Price per tonne CO2 Tariff and carbon tax scenarios

5 Datasets

370 HS6 product codes across 10 clean technologies and four value-chain stages (Upstream → Midstream → Downstream → Final Product). Codes are mapped to BACI via a WCO concordance ladder, extending time series back to 1995.

Two representative technology dendrites (Solar and Transmission). Each is a directed tree rooted at the final product, nodes coloured by Stage × Function.

<p style="font-size:0.8rem;font-weight:600;margin-bottom:4px;">Solar</p>
<a href="analysis/dendrite/dendrite_Solar.html" target="_blank">
  <img src="analysis/dendrite/thumbs/dendrite_Solar.png" style="width:100%;border:1px solid #d0e8d0;border-radius:6px;" alt="Solar dendrite thumbnail"/>
</a>
<p style="font-size:0.8rem;font-weight:600;margin-bottom:4px;">Transmission</p>
<a href="analysis/dendrite/dendrite_Transmission.html" target="_blank">
  <img src="analysis/dendrite/thumbs/dendrite_Transmission.png" style="width:100%;border:1px solid #d0e8d0;border-radius:6px;" alt="Transmission dendrite thumbnail"/>
</a>

BACI bilateral trade (CEPII), filtered to NZIPL Green Dictionary codes. Covers 1995–2023, ~200 exporters × importers.

UNCTAD-style value chain trade flows for 10 clean technologies (2022). Node size = export value. Click thumbnail to open interactive viewer.

  <a href="analysis/sankey/sankey_tech_batteries_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_batteries.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Batteries sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Batteries</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_biofuel_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_biofuel.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Biofuel sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Biofuel</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_electrolyzers_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_electrolyzers.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Electrolyzers sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Electrolyzers</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_geothermal_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_geothermal.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Geothermal sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Geothermal</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_heat_pumps_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_heat_pumps.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Heat Pumps sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Heat Pumps</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_magnets_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_magnets.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Magnets sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Magnets</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_nuclear_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_nuclear.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Nuclear sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Nuclear</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_solar_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_solar.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Solar sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Solar</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_transmission_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_transmission.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Transmission sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Transmission</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_tech_wind_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_tech_wind.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Wind sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Wind</p>
</div></div>

5.0.1 Sankey — Raw Materials

Value chain trade flows for three critical battery raw materials (Natural Graphite, Lithium, Cobalt Ore), 2022.

  <a href="analysis/sankey/sankey_natural_graphite_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_natural_graphite.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Natural Graphite sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Natural Graphite</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_lithium_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_lithium.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Lithium sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Lithium</p>
</div><div style="text-align:center;">
  <a href="analysis/sankey/sankey_cobalt_ore_2022.html" target="_blank">
    <img src="analysis/sankey/thumbs/sankey_cobalt_ore.png" style="width:100%;border:1px solid #cde;border-radius:5px;" alt="Cobalt Ore sankey"/>
  </a>
  <p style="font-size:0.72rem;font-weight:600;margin-top:4px;">Cobalt Ore</p>
</div></div>

5.0.2 India Trade Balance

5.0.3 India Top Exports

5.0.4 India Top Imports

5.0.5 India Net Trade Balance

5.0.6 India Export Destinations

5.0.7 India Import Sources

:::

5.1 Predicted Competitiveness

ML-derived predicted competitiveness scores (PC) with SHAP feature importance for 155 countries × 10 technologies × 2003–2024.

5.2 ORBIS Firm Capabilities

Domestic firm capabilities from ORBIS (Bureau van Dijk) via HS→NACE concordance. ~2,700 clean-tech firms geolocated at city level across 10 technologies.

Domestic Capabilities Light Viewer — Solar clean-tech firms in India & East Asia (geocoded to city level):

☀️ Solar Clean-Tech Firms — India & East Asia

:::

6 Deep Dives

Country × technology case studies — detailed trade profile, value-chain diagnostics, and AI digest. Default: India × Solar.

Error in `mutate()`:
ℹ In argument: `imp_name = fct_reorder(imp_name, total)`.
Caused by error in `fct_reorder()`:
! could not find function "fct_reorder"
Error in `mutate()`:
ℹ In argument: `exp_name = fct_reorder(exp_name, total)`.
Caused by error in `fct_reorder()`:
! could not find function "fct_reorder"

~$1.8 B
Avg annual imports (2019–23)
~$420 M
Avg annual exports (2019–23)
~–$1.4 B
Avg net trade balance
~64%
Import share from China

India — Solar Value Chain  ·  AI Digest  ·  1995–2023  ·  Source: BACI (CEPII) + NZIPL Green Dictionary

India is a large and growing importer of solar supply chain goods, with a structural trade deficit across most value-chain stages. Demand is driven by ambitious renewable capacity targets (500 GW by 2030), while domestic manufacturing capabilities remain concentrated in downstream assembly (module production) and limited upstream segments.

  • Solar trade volumes grew >10× from 2010 to 2023, driven by module imports.
  • Domestic production concentrated in Downstream Product Component (assembled modules) and some Midstream Process Equipment.
  • Upstream raw materials (polysilicon, silicon wafers) are almost entirely imported.
  • Upstream Raw Material: Persistent deficit. India imports silicon and aluminium inputs; exports iron ore and bauxite (non-solar specific).
  • Midstream Processed Material: Deficit widening post-2015 as ingot/wafer imports from China and Southeast Asia surged.
  • Midstream Product Component: Some domestic capacity in cells; deficit nonetheless remains significant.
  • Downstream Product Component: India has a growing surplus in assembled modules for some markets — the only value-chain segment with a positive balance trajectory.
  • Final Product: Small surplus in some solar systems, limited by component dependencies.

Three persistent structural gaps emerge from deficit-persistence analysis (HHI + deficit by product):

  • Polysilicon & Ingots (HS 2804.61 / 3818.00): Persistent deficit in all three sub-periods; >80% sourced from China. No domestic polysilicon producer at scale.
  • Solar cells (HS 8541.40): Deficit persisting despite PLI scheme incentives; domestic cell capacity covers ~30% of module demand. China and Vietnam supply the remainder.
  • Inverters & Power Electronics (HS 8504.40): Process Equipment bottleneck — high concentration (partner HHI rising post-2015), supply dominated by China and Germany.
  • Module assembly surplus emerging: India is shifting from net importer to net exporter of assembled panels for some markets (US, EU) following anti-dumping measures on China.
  • Aluminium frames & mounting structures: Growing export surplus; India has comparative advantage in aluminium processing.
  • PLI-driven cell capacity: Domestic cell capacity expanding under Production-Linked Incentive (PLI) scheme; watch for deficit reduction in HS 8541.40 post-2024.
  • Green hydrogen interface: Electrolyzers share upstream polysilicon supply chains with solar; integrated procurement policies possible.
  • Prioritise polysilicon and wafer self-sufficiency — the most acute bottleneck, highest HHI, lowest domestic capability. Requires large-scale capital investment and technology partnerships.
  • Diversify cell imports beyond China and Vietnam (Southeast Asia, Middle East) to reduce partner concentration risk.
  • Leverage module export position as a revenue and scale base for upgrading — use export receipts to fund upstream R&D and demonstration plants.
  • Standards & certification infrastructure for power electronics: inverter quality bottleneck is partly a standards gap that suppresses domestic supply.
  • Monitor PLI uptake closely — early indicators (2024 data) will reveal whether cell capacity targets are being met and whether the deficit-persistence pattern is breaking.

7 Clean Tech Viewers

Each technology’s clean value chain as a directed tree rooted at the final product. Click any card to open the interactive visualisation.

8 Work Timeline

9 Work Plan

Work Plan Tasks and Dates
Status Theme Task Date
to do website Phase II Website Launch August – November 2026
to do paper NZIPL Paper Write-up May–June 2026
to do data S&P firm data integration 6/1/2026
to do data EMBER Chinese FDI data integration 6/1/2026
to do data Domestic Investment Data: Rhodium CIM for select countries in U.S. and Europe 6/1/2026
to do data Clean Industrial Policy Observatory DFata 6/1/2026
to do model Code Classical Price Determination, Carbon Taxes and Tariffs Q2 2026
to do model JUST2CE R to Julia Recode Q2 2026
doing paper Deadline for Special Issue of Ecological Economics 3/31/2026
doing data Full Integration of PC importance scores dataset 3/31/2026
doing website Dual network visualization (trade flows + supply chain) 3/31/2026
doing website Website Revamp with Javascript 3/31/2026
to do website Flagship report: Solar India integrated 4-dataset Deep Dive March–April 2026
done data Rebuild BACI bilateral trade dataset with HS revision harmonization 3/7/2026
done data Rebuild dendrite data for dual network visualization 3/7/2026
done website Raw material Sankey diagram (Lithium/Cobalt EV value chain) 3/7/2026
done data Integration of ORBIS geolocated firm dataset 3/15/2026
done data Core Data Rebuild 3/15/2026
done website Deep Dives: report edits and data rebuild February 6–15, 2026
done data Deep Dives: diagnostic benchmarks and draft cleanup 5-Feb-26
done website Deep Dives: AI Highlights and Country Focus Visual Report 4-Feb-26
done website Deep Dives: Solar India Visual Report 4-Feb-26
done paper JUST2CE Paper: Scenario Analysis and Comparison sections 26-Feb
done paper JUST2CE Paper: Discussion section write-up 26-Feb
done data Deep Dives: Infrastructure in place (case study stable) January 26–27, 2026
done website Deep Dives: timeseries and dendrite visualization complete January 21–22, 2026
done website Deep Dives Structure Initialized 20-Jan-26
done conference presentation Presentation on NZIPL Macroeconomic Model 1/16/2026
done engagement Third International Workshop on Empirical Stock-Flow Consistent Modeling, Cassino University January 14–16, 2026
done engagement Strategic Reorientation Meeting with Co-Directors: pivot to Atlas Intelligence Platform 15-Dec-25
done data Preliminary work on ORBIS dataset 15-Dec-25
done website Workplan module and snapshots added to website 2-Dec-25
done data Radar Data and work pipeline fixes December 2–4, 2025
done paper Draft Methodology, Findings, Final Remarks 30-Nov-25
done paper Start Paper Draft with JUST2CE Team 26-Nov-25
done website Updated green dictionary and dendrite computation and visualization November 20–21, 2025
done website Public Launch of Phase 1 Website: https://cice.netzeropolicylab.com/ 15-Nov-25
done website Third Draft of the Internal Website Tool 15-Nov-25
done website Start of the Development of the NZIPL Model 15-Nov-25
done data Formalization of Technology Dendrite Trees for the Public Website Launch November 14–21, 2025
done website Trade balance module and trade series added November 1–4, 2025
done data Setup of the Datasets for the Public Website Launch November 1–15, 2025
done website Treemap module and world market shares added October 28–30, 2025
done conference presentation Presentation of the Leeds Model at the 29th Forum for Macroeconomics and Macroeconomic Policies Conference, Berlin October 23-25, 2025
done website Offline Sankey pipeline and module built and added to website October 19–23, 2025
done website Second Draft of the Internal Website Tool 15-Oct-25
done paper Assembly of JUST2CE Documents and Notes October 15–30, 2025
done model GitHub Repository Initial Commit of the LEEDS Model 13-Oct-25
done engagement IMF World Bank Annual Meetings (Washington, DC) October 13–18, 2025
done model Setup of the Simple Case of Fixed Exchange Rate and Two Regions 13-Oct-25
done website First Draft of the Internal Website Tool: https://ecoclassical-nzipl-globalgreenvaluechainexplorer.share.connect.posit.cloud/ 21-Sep-25
done engagement NYC Climate Week September 21–28, 2025
done website Start Internal Website Tool 15-Aug-25
done China FDI project Visualization Work for the China Foreign Direct Investment August 15–30, 2025
done data GitHub Repository Initial Commit of the Internal Website Tool 15-Aug-25
done model Modeling Multi-Regional Classical Price Determination to introduce Carbon Taxes and Tariffs 15-Aug-25

10 HS Revision & Product Codes

Canonical HS revision assignment for non-final-product codes (most recent revision where the code exists AND BACI data is available), and final product codes per technology. HS revision year windows define the non-overlapping periods used in the BACI extract.

HS revision year windows — non-overlapping periods used for the BACI join:

Non-overlapping year windows per HS revision.
HS Revision Years Used Green Codes (canonical) BACI Rows in Extract
HS92 1995 4 136,793
HS96 1996-2001 1 11,125
HS02 2002-2006 2 3,044
HS07 2007-2011 2 11,646
HS12 2012-2016 5 86,727
HS17 2017-2021 9 69,389
HS22 2022-present 349 935,739

11 Phase I: Website

11.1 Module Sources

NZIPL core datasets and corresponding modules.
data.source modules
All case study
Bilateral Trade map, network, sankey, treemap, tradebalance, tradeseries
Data Analysis, Visualization Static Assets gallery
Green Dictionary enriches all bilateral trade modules; dendrite
Predicted Competitiveness bubbles, pc rankings, radar, timeseries
data documentation.qmd (Quarto) documentation
readme.qmd (Quarto) readme
workflow.csv workflow

11.2 Module List

NZIPL Shiny modules — datasets used and purpose.
module data.source description
bubbles Predicted Competitiveness Bubble chart — predicted competitiveness by technology and country.
case study All Deep Dives: Country case studies.
data Green Dictionary Table of Green Dictionary master sheets.
dendrite Green Dictionary (Dendrite Edges) Clean value chain technology dendrite.
documentation data documentation.qmd (Quarto) Exploratory Data Analysis.
gallery Data Analysis, Visualization Static Assets Visualization showcase for analysis, engagement and documentation.
map Bilateral Trade, Green Dictionary World map of bilateral trade in green tech value chains over time.
network Bilateral Trade, Green Dictionary Network linking exporters, importers, and technologies via bilateral trade.
pc rankings Predicted Competitiveness Predicted Competitiveness country rankings by technology.
radar Predicted Competitiveness Tech radar with SHAP values and country competitiveness rankings.
readme readme.qmd (Quarto) Full documentation of the website.
sankey Bilateral Trade, Green Dictionary Sankey diagram of green value chain positions and trade flows.
timeseries Predicted Competitiveness Time evolution of predicted competitiveness.
tradebalance Bilateral Trade Trade balance visualizer by technology group.
tradeseries Bilateral Trade Bilateral trade time series dashboard.
treemap Bilateral Trade, Green Dictionary Hierarchical treemap of green technology exports and imports.
workflow workflow.csv Internal workflow and timeline tool.

12 Research Infrastructure Costs

This section documents software subscriptions supporting Phase II (Aug 2025 – Mar 2026).

12.1 Subscription Overview

Monthly software subscriptions for research infrastructure, Phase II.
Service Plan Purpose Monthly (USD) Start End
Windsurf (Codeium) Pro AI-assisted code editor (R, Python, Quarto) 15 Aug 15, 2025 Feb 28, 2026
ChatGPT (OpenAI) Plus General-purpose LLM, literature review, writing 20 Aug 15, 2025 Feb 28, 2026
Posit Connect Cloud Basic Quarto publishing & Shiny hosting 25 Aug 15, 2025 ongoing
Claude (Anthropic) Pro Primary coding assistant (Claude Code CLI) 20 Mar 1, 2026 ongoing

12.2 Six-Month Cost Breakdown

Six-month cost breakdown by service (USD). Period: Aug 15, 2025 - Mar 15, 2026.
Service $/month Months (Aug-Feb) Aug-Feb ($) Mar 2026 ($) 7-month total ($)
Windsurf Pro $15 6 $90 $0 $90
ChatGPT Plus $20 6 $120 $0 $120
Posit Connect Basic $25 6 $150 $25 $175
Claude Pro $0 0 $0 $20 $20
Total $60 - $360 $45 $405

Total spend Aug 2025 – Mar 2026: $405. Windsurf and ChatGPT ended Feb 28, 2026. Posit Connect is ongoing ($25/month). Claude Pro activated Mar 1, 2026 ($20/month). Current monthly rate: $45/month (Posit Connect + Claude Pro).

13 Project Structure

NZIPL-CVCE/
├── app.R                         # Shiny app entry point
├── global.R                      # Theme, constants, package loading
├── shared.R                      # Central data loader
├── mar3_workplan_compact.html    # This document (compact view)
├── R/                            # Shared helpers & theme
├── modules/                      # Shiny UI/server modules
│   ├── mod_map.R             # World map
│   ├── mod_sankey.R          # Value-chain Sankey
│   ├── mod_dendrite.R        # HS-code technology dendrite
│   ├── mod_radar.R           # Competitiveness radar
│   ├── mod_network.R         # Bilateral trade network
│   ├── mod_treemap.R         # Trade composition treemap
│   ├── mod_pc_rankings.R     # PC rankings
│   └── …                          # (+ timeseries, tradebalance, bubbles)
├── analysis/                     # Stand-alone HTML outputs
│   ├── dendrite/             # dendrite_<Tech>.html (one per tech)
│   ├── orbis/                # orbis_viewer_<tech>.html + thumbs/
│   ├── sankey/               # sankey_tech_<tech>_2022.html + thumbs/
│   └── snapshots/            # App screenshot gallery
├── scripts/build_data/           # Numbered pipeline (00–07 + 99_build_all.R)
├── data/                         # Runtime CSVs & small parquets (git-tracked)
│   ├── green_dict/           # Green dictionary CSVs
│   ├── concordance/          # WCO HS revision concordance tables
│   ├── orbis/                # orbis_avg.parquet + orbis_nace_tech.csv
│   └── pc/                   # pc_scores.parquet, pc_rca.parquet, CSVs
├── cache/                        # Large Arrow datasets (gitignored)
│   ├── bilateral_ds/         # Bilateral trade partitioned by year
│   └── unilateral.parquet    # Country-level trade aggregates
└── qmd/workplan/                 # This document source
📂 scripts/build_data/ — pipeline scripts 
  00_config.R
  01_build_green_dictionary.R
  02_build_baci_extract.R
  02b_build_lineage_lookup.R
  03_build_bilateral.R
  04_build_unilateral.R
  05_build_dendrite.R
  05_build_sankey_data.R
  06a_build_tech_sankey.R
  06b_build_material_sankey.R
  07_build_pc.R
  08_build_orbis.R
  08b_build_orbis_avg.R
  99_build_all.R

14 GitHub Log

28a64d8 Diagram: MACRO card, Atlas dark-green section, CIB full typestage legend; Purpose trimmed Mar 17, 2026
17724ac Workplan: merge Purpose+Phase II, clean abstract, Atlas diagram header Mar 17, 2026
2092c74 Remove old workplan HTMLs from root; update gitignore Mar 17, 2026
21a3e8f Update workplan: architecture diagram, dataset tabs, PC fixes Mar 17, 2026
e4b55e4 Rename workplan QMD, add deploy script, clean up stale files Mar 17, 2026
c39ad10 Dendrite legend: stepY=22 for compact vertical spacing; thumbs updated Mar 17, 2026
5b0416c Further Data: Status col after Dataset, wider columns Mar 17, 2026
b32e52e Further Data wider columns; dendrite legend smaller (size=8, width=0.22); thumbs updated Mar 17, 2026
6747e29 Side-by-side HS revision plots; Further Data as styled_table Mar 17, 2026
127d1d3 Sankey cosmetic fixes; thumbs regenerated; GitHub log scrollable; workplan newest-first; Further Data to Data Coverage Mar 17, 2026
1d27a76 Fix GitHub log: use htmltools::tagList() instead of cat(as.character()) Mar 17, 2026
2021bf9 Move render scripts to scripts/; fix data/ paths; all-tech dendrite tabs; 7-band Sankeys Mar 17, 2026
4eeac44 Further Data tab, Solar Dendrite in CIB, typestage palette for dendrites and Sankey Mar 17, 2026
4bbc2c9 . Mar 17, 2026
2489eb5 Bilateral tab: split India plots into 5 separate nav tabs Mar 16, 2026
d888037 Datasets: left navbar per plot, Data Coverage rename, smaller figs Mar 16, 2026
ea817a0 Timeline: show Aug 2025 bar + larger plot; HS Revision plots smaller Mar 16, 2026
00236b9 Fix timeline coloring: use start_date column directly, skip norm_date Mar 16, 2026
2b52cae Fix workplan path: read data/workplan.csv (49 rows, all themes) Mar 16, 2026
78fede4 Fix Work Timeline: factor levels ensure all themes shown Mar 16, 2026
2258541 Compact: verbatim Purpose/Phase II, expanded main links, fixed timeline, pill styling Mar 16, 2026
c6b7c3c Project clean Mar 16, 2026
0691af8 Compact workplan: tabs, NZIPL palettes, HS section, costs fixes Mar 16, 2026
dd95cb9 Rebuild compact workplan: full dataset tabs, GitHub-style log, all sections Mar 16, 2026
cba1d4f Gitignore mar3_workplan_long.html (large frozen reference) Mar 16, 2026
1a2668b Add compact workplan and fix date parsing / dataset viewer Mar 16, 2026
5628111 Fix workplan: timeline dates, ORBIS data join, section reorder, tables, sankey assets Mar 16, 2026
baa6304 Fix workplan errors: paths, tribble types, htmltools, dendrite/ORBIS assets Mar 16, 2026
dbbcbe9 Place mar3_workplan.html at project root; remove ineffective output-dir Mar 16, 2026
f019469 Update README authors section Mar 16, 2026
e580b74 Add README with project description, structure, and build instructions Mar 16, 2026
b90b69d Fix relative links in workplan so HTML works from project root Mar 16, 2026
e7f5ec1 Update workplan description to ATLAS branding Mar 16, 2026
6fa1720 Re-render workplan with PC data populated (pc_scores + pc_rca now built) Mar 16, 2026
1ea3a72 Fix render pipeline: _quarto.yml, safe PC reads, workplan HTML at root Mar 16, 2026
f03fb48 Rename scripts/build_data_clean/ → scripts/build_data/ Mar 16, 2026
c81868d Final CVCE cleanup: physically remove all legacy files and old archive Mar 16, 2026
ce82525 Rename data_new/ → data/; remove old data/, footer.html, validation/ Mar 16, 2026
b184e51 Clean repo for CVCE revamp: remove legacy scripts and old data artefacts Mar 16, 2026
01b24a6 Reorganise ORBIS viewers to analysis/orbis/ as canonical location Mar 16, 2026
1be23a6 Manifest updated, ORBIS uploaded and visualized Mar 16, 2026
e1a5ed8 Orbis Viewer added Mar 16, 2026
452c2ba Add ORBIS averaged dataset + NACE concordance (git-trackable) Mar 14, 2026
5ecf48d Fix 9-colour typestage palette and embed light ORBIS viewer in QMD Mar 13, 2026
9da506c Update manifest, ORBIS viewer with ArcGIS geocoding, add workplan HTML Mar 13, 2026
2bba18d Remove large binary files from git tracking; update gitignore Mar 12, 2026
6c055bd Final update Mar 12, 2026
2bec356 First draft of Phase II Workplan Mar 12, 2026
78ce71a PC data loaded, workplan updated Mar 12, 2026
2f5e3fa Safe Save, Work in Progress Mar 11, 2026