Net Zero Industrial Policy Lab · Clean Energy FDI Explorer

The Global Race
for Clean Energy

Two decades of cross-border capital flowing into Solar, Wind, Battery and Electric Vehicle manufacturing — the foreign direct investment now redrawing who builds the clean economy.

A data companion to the Net Zero Industrial Policy Lab’s Mapping the Global Race for Clean Energy Manufacturing · FDI announced 1997–2026 · values in US$ millions
$0B
Total Investment
0
Projects
0
Destination Countries
By technology · share of investment Battery + EV ≈ 76% of all investment
Battery40%265 projEV36%231 projSolar13%245 projWind12%185 proj
926 projects across 384 firms and 65 destination countries, announced 1997–2026. 815 (88%) report a capital value; 213 are joint ventures.
TechnologyProjectsWith capital dataAvg size*TotalJVs
Battery265217 (82%)$1,054M$228.6B79
Solar245215 (88%)$344M$73.8B51
Wind185170 (92%)$398M$67.7B24
EV231213 (92%)$979M$208.6B59
*Average over projects with a disclosed capital value, in US$ millions.
Begin the story

How to read this explorer

Each section is a moment you can move through time. Press play or drag the year slider to sweep 2001–2026, and use the four technology pills to focus on Solar, Wind, Battery or EV.

About the numbers

Values are foreign direct investment in US$ millions. 12% of projects (111 of 926) are announced with value undisclosed. These read as $0 here, which is a gap in disclosure rather than a project without capital behind it. 853 of 926 projects are manufacturing; the rest are R&D, design and logistics. Figures on this page count every activity, so they sit on a wider basis than the working paper's manufacturing-only panels.

Colour key

Solar Wind Battery EV All / aggregate
Focusing across all views
01 — Investment Over Time

The Investment
Wave

Annual FDI flows broken down by operational status. Built = Operational + Ceased + Transferred.
Takeaway

Annual flows climbed from under $0.1B in the early 2000s to multi-billion-dollar peaks in the 2020s. Across the full period, battery ($228.6B) and EV ($208.6B) lead, ahead of solar ($73.8B) and wind ($67.7B).

2001
20012026
$0
Cumulative Investment
0
Projects (Cumulative)
All
Solar
Wind
Battery
EV
02 — Firm-Level Analysis

Technology
Deep Dives

Explore Trends, Projects and Companies for each green technology sector.
Takeaway

Across all tracked projects, manufacturing represents about 91% of activity (721 of 794 projects), with smaller shares in R&D, design & testing and logistics.

Solar
Wind
Battery
EV
Trends
Projects
Companies
CompanyHQCountryCityActivity YearUS$mStatusOperationalJV
03 — Inside a Builder

Inside a
Builder

Pick any firm to see where it builds, how its footprint expanded, its value-chain mix and status. Compare two builders side by side.
04 — Joint Ventures

Joint
Ventures

Many green-tech projects are structured as joint ventures — often with a local partner in the destination market. Explore who partners with whom.
JV intensity by technology
Share of each sector's projects that are joint ventures (local vs foreign partner)
CompanyJV Partner(s)Type CountrySectorYearUS$m
05 — Destination Countries

Where the
Money Flows

Country shading = cumulative investment intensity (built & under construction only). Pins = individual project locations (city-level), coloured by technology; they accumulate year by year.
Takeaway

The United States ($102.5B) is the largest single destination, followed by China ($46.3B), Indonesia ($27.2B) and Hungary ($26.0B). Shading shows built and under-construction value; pins mark individual projects.

All
Solar
Wind
Battery
EV
2001
20012026
2026
20012026
Top Destinations (built & under construction)
Investor Countries
06 — Inside a Country

Inside a
Country

Pick any destination to see who invests there, how inflows grew, the value-chain mix and project status. Compare two countries side by side.
07 — Investment Flows

Investor to
Destination

Cumulative flows from investor countries to destinations. Sankey width = investment.
Takeaway

China originates about 39% of tracked cross-border investment; with South Korea (21%) and Japan (16%), three economies account for roughly three-quarters of all flows. The largest single corridors run from South Korea and Japan into the United States.

Cumulative Sankey — Investment Flows
All
Solar
Wind
Battery
EV
Battery
Solar
Wind
EV
2001
20012026
Top Corridors — Investor → Destination (cumulative to selected year)
08 — Emerging Hubs

The New
Frontiers

Countries with the sharpest acceleration in green FDI since 2018.
Takeaway

Since 2018, Indonesia added the most new projects (+35), followed by Malaysia (+27), Thailand (+25) and Vietnam (+24) — a cluster of Southeast Asian manufacturing hubs.

Scale vs. Acceleration — every destination, bubble size = investment
Fastest-accelerating hubs since 2018
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