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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
As countries rachet up climate policies to keep the Paris Agreement goals within reach, the role of trade instruments in decarbonization strategies has been brought back into the limelight.
Report
The Biden administration’s recent decision to raise tariffs on imports of electric vehicles and batteries from China raises the question of how the levels of projected domestic EV and battery manufacturing capacity compare to projected demand.
Note
From a decarbonization perspective, tax guidance on the technology-neutral 45Y and 48E tax credits for clean electricity may be the single most important Inflation Reduction Act implementation action the IRS will take.
Note
The industrial sector is on a path to becoming the highest-emitting sector in the US in the early 2030s, pointing to the critical need to rapidly deploy decarbonization solutions if the US is to achieve meaningful economy-wide decarbonization.
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Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
Report
Building on a long collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2023, analyzing the shifting patterns in China’s FDI as well as policy developments in Europe and China.
Note
Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
Note
External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
We are independent and objective, data-driven and cross-cutting, and focused on what matters most.
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