Figure 3: Clean technology manufacturing capacity relative to domestic demand
Operational and pipeline capacity as a share of domestic demand
Source: Bruegel Dataset (2025) and Rhodium Group MIT CEEPR Clean Investment Monitor. Ember electricity dashboard used for solar demand. IEA electric vehicle dashboard used for EV demand. Battery demand calculated as the sum of EV demand and stationary storage using EV Volumes for all, the EIA for USA, SolarPowerEurope for Europe and CNESA for China. Note: latest year with data availability for all three countries: 2024 for solar, 2025 for battery and electric vehicle demand. Europe refers to the EU, Norway, Switzerland and UK.