Dear subscriber,
We're sharing a new working paper on industrial policy in green value chains; it offers lessons on how places can develop manufacturing industries within these chains. It accompanies our digital tool, Greenplexity.
Our Executive Education course, Leading Green Growth, is also coming up (May 17-22), and we'll be closing registration soon. Given recent energy market shocks, understanding how to generate growth in the energy transition has never been more pressing. Apply to learn more about our frameworks for generating green growth.
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The Growth Lab | | |
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NEW RESEARCH |
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Mapping Economic Opportunities in Clean Energy Supply Chains |
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New Growth Lab research maps the structure of global clean energy supply chains (CESCs) and offers insights for industrial policy. |
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The global push to decarbonize is creating a multi-trillion-dollar opportunity for countries capable of manufacturing clean energy technologies and their inputs. Using a new dataset of 12 clean energy supply chains, this paper offers insights for shaping industrial policy.
Key takeaways for policymakers: |
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CESCs are good targets for industrial policy: they are complex, fast-growing, and offer entry opportunities.
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Treat CESCs as an interconnected portfolio of industries: Strategy built around a single technology misses capability spillovers and cross-chain risks.
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Don't chase self-sufficiency: Production is more concentrated than demand. Localize only where your region can realistically compete and import the rest.
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Target clusters of related industries, not vertical value chains: Relatedness to a country's existing industrial base predicts diversification much more strongly than upstream/downstream linkages.
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Opportunity windows remain open, but may be narrowing: Churn is meaningful (~4% entry, ~10% exit per five years), yet entry has become harder over 2017–2022. Acting on capability-building is time-sensitive.
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EXECUTIVE EDUCATION |
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Leading Green Growth: Economic Strategies for a Low-Carbon World |
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Leading Green Growth: Economic Strategies for a Low-Carbon World is a one-week, on-campus executive education program developed by Harvard Kennedy School faculty. Under the direction of faculty chairs Ricardo Hausmann and Daniel Schrag, you will gain a foundational understanding of how to shape economic growth strategy in the energy transition. You will also acquire the essential tools and knowledge to anticipate new trends, remain competitive, and achieve prosperity in a new energy future.
Course objectives: |
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Master and apply a tested framework for maximizing your economic opportunities in the energy transition.
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Understand critical new energy technologies—and how they are relevant to you.
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Chart a path to economic growth from rising energy demand and electrification.
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Learn breakthrough insights into the nature of economic growth in the energy transition.
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Implement a green growth strategy.
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IMPORTANT DATES |
Application Deadline
May 8, 2026 |
Session Dates
May 17 - May 22, 2026 | | | | | |
