Net Zero Industrial Policy Lab

Project Architecture

At least four core datasets
CIB
Clean Industrial Base
Upstream Raw Material Processed Material
Midstream Processed Material Process Equipment Product Component
Downstream Process Equipment Product Component Final Final Product
Product codes by stage

Product Codes
by Stage & Function

Solar dendrite

Dendrite
Solar

Jonas Goldman · NZIPL
PC
Predicted Competitiveness
  • Competitiveness scores by country & technology
  • SHAP importance scores for top products
PC bubbles

PC Bubbles

PC time series

PC Scores

Ishana Ratan · NZIPL
BACI
UN Comtrade Bilateral Trade
Trade composition

Composition

Solar network

Network

Lithium sankey

Sankey

CEPII · Open Source
ORBIS / S&P
Domestic Firm Capabilities
  • ORBIS or S&P Capital IQ
  • Geolocated firm microdata
  • By NACE activity
ORBIS Solar viewer

Solar · Asia · Firm Locations

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
  • SFC / Ecological SFC Macro Model
  • Clean industrial policy simulations
Macro model
NZIPL · Phase III/IV
CIB
370 HS6 codes · 10 technologies
PC
155 countries · 2003–2024
BACI
200+ countries · 1995–2024
ORBIS / S&P
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
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