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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.
AboutReport
In the first quarter of 2025, clean energy and transportation investment in the United States totaled $67.3 billion, a 6.9% increase from the same period in 2024 but a 3.8% decrease from the previous quarter.
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The House Ways and Means Committee's proposed language will raise energy costs for American households by as much as 7% in 2035, stifle energy technology innovation, increase pollution, and could put significant investment at risk.
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Since the US enacted the IRA, manufacturing has emerged as the fastest-growing segment of investment in clean energy technologies. We assess the state of key clean technology supply chains for solar, wind, batteries, and electric vehicles.
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Using our newly developed Federal Investments in Energy Innovation database, we can, for the first time, observe what US public funding for research, development, demonstration, and deployment looks like by technology and stage.
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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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To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.
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ASEAN has become the top destination for Chinese manufacturing FDI by number of announced transactions, but US tariffs of more than 30% would deal a major blow to the region’s diversification boom and China’s FDI there.
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