We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing ...

In the second quarter of 2026, clean energy and transportation investment in the United States totaled $75 billion, a 22% increase from Q1 2026 and a 4% jump from Q2 2025. This marks the ...

We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the ...

Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot. We’re often asked: ...

This report is a joint project of Rhodium Group and the Atlantic Council’s GeoEconomics Center. Beijing has watched carefully as Western allies have deployed unprecedented economic statecraft against ...

Policy in China for steel decarbonization has been more muted, focusing largely on incremental plant-level emissions reductions. Regardless, the role of China looms large over any discussion of steel ...

Global clean technology investment reached record levels in 2025, after years of sustained growth in the manufacture and deployment of technologies needed to accelerate the transition to a clean ...

As most of the world experienced economic contraction in 2020, China’s industrial-led recovery kept the nation in positive territory. As a result, China is also the only major economy to experience an ...

We provide probabilistic projections of the likely evolution of global emissions and temperature rise through the end of the century. Eight years after the adoption of the Paris Agreement, the ...

In a data dashboard, we take a look at what the potential for direct air capture industry scale-up means for individual states and how they might benefit. In 2019, Rhodium Group released Capturing ...

Fallout from the COVID-19 pandemic and rising political tensions between Washington and Beijing pushed two-way capital flows between the US and China to a 9-year low of $10.9 billion in the first half ...

In this note, we explore the emerging debate in Europe about conditioning Chinese greenfield investment in the EV sector and the tools the EU could use to ensure they reap the benefits from these ...