Reading investment trends
The report starts from the premise that investment is one of the clearest signals of long-term competitiveness. Its central aim is to measure investment flows across countries and industries and identify the factors that determine their scale and direction.
Comparing 10 investment cases
A key feature of the methodology is a global comparison of levelized costs across 10 investment cases. This makes it possible to assess which locations suit which businesses, cutting through the noise surrounding exchange rates and policy. In steel, for example, overall global investment is flat, but low-carbon production using direct reduced iron and electric arc furnaces (DRI-EAF) is gaining a larger share of output. The analysis has been cited as evidence particularly in debates over Europe’s competitiveness.
Read the full report
The summary above reflects what can be gleaned directly from the public webpage. For detailed figures and conclusions, consult the report itself. MGI also frames this mapping of investment as a contribution to “a new cartography” of the economy.
この記事を閉じる3つの問い
- Where—and how—does Japanese investment feature on this map?
- When comparing levelized costs, where can policy still make a difference?
- Is the transition to low-carbon production redirecting investment faster or slower than markets expect?