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China
Rhodium Group’s China practice supports leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties with the world.
Energy & Climate
Rhodium Group’s Energy & Climate practice analyzes the effects of policy and market developments on greenhouse gas emissions and energy systems, and provides actionable information about the impacts of climate change.
Our work has been used by decision-makers in the government, non-profit, and corporate sectors since 2008. See why.
AboutNote
We estimate the fiscal year 2025 budget reconciliation legislation will increase national average household energy bills by $78-192 and increase total industrial energy expenditures by $7-11 billion in 2035.
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The Senate’s version of the OBBBA largely maintains cuts to energy-related tax credits and other climate and clean energy programs that have been under consideration by both the House and Senate for the past few months.
Report
In this first edition of the new Global Clean Investment Monitor, we explore how—after decades of national policy support, primarily in the US, China, and Europe—electric vehicles and batteries have been catapulted into mass commercialization.
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The budget reconciliation bill passed by the House has important implications for US technology investment, manufacturing, and innovation.
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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 next year.
Report
Chinese FDI in the EU and UK reached €10 billion in 2024, rising 47% from the previous year. Europe also captured 53.2% of Chinese investment in high-income economies.
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How much revenue could a hypothetical sale of China's state-owned assets yield?
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If tariffs remain high, US-China trade flows will be redirected in the medium term: Third countries may find opportunities to serve US demand, but will also face an influx of low-priced Chinese exports.
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