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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
Trade barriers and outright bans in major markets like the US threaten to stall export momentum for China's automakers. Slumping export growth will put pressure on Chinese automakers, potentially leading to industry consolidation.
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The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
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By our estimates, China’s GDP growth in 2024 improved modestly to around 2.4% to 2.8%, well below target. If it stimulates domestic demand with some urgency and ramps up debt, we think China could get to 3-4.5% growth in 2025.
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Chinese carmakers have made inroads into the Russian market, but are facing growing headwinds from Russia itself and the risk of increased scrutiny from Western policymakers.
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Decarbonization in the transportation sector faces three key barriers: cost, namely a “green premium,” a slow pace of stock turnover, and limits on the availability of feedstocks and fuels.
Report
The emerging industry of CDR encompasses an array of innovative solutions that are ready for takeoff. On top of climate change mitigation, industrial scaling will have widely distributed economic, social, and environmental benefits.
Courtesy of Charm Industrial
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Since peaking in 2004, US emissions have trended downward in a bumpy fashion. But after a significant decline in 2023, we estimate that 2024 emissions were down by just 0.2% year-on-year while the economy grew by 2.7%.
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Rolling back executive action on climate could raise average household energy costs, increase dependence on oil and gas imports, drive up GHG emissions, and put substantial levels of private investment at risk.
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