Shanghai skyline at night
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
For all its success, the Advanced Manufacturing Production Credit (45X) is limited in scope, omitting technologies that have become increasingly important. This analysis models the economic impacts of expanding 45X.
Report
We find that the US is on track to reduce GHG emissions by 27-41% below 2005 levels in 2040, considering all relevant federal and state policies on the books as of June 2026.
Note
We assess which options for powering data centers genuinely accelerate the energy transition, which undermine progress, and which merely participate in trends that are taking place anyway, using the new Transition Acceleration Framework.
Note
We dig into what’s been happening in Southeast Asia and India—regions that have absorbed the most solar manufacturing investment outside of the US, Europe, and China since 2018—and explore what these trends mean for broader diversification.
Report
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
Note
Trade deals with the EU and potentially the US, alongside other countries’ rising barriers to Chinese goods, offer India an opportunity to capture global export share, even as its manufacturing ecosystem remains less competitive.
Note
In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.
Flash note
Client exclusive
European and G7 leaders came together over the past week to discuss China, among other topics. In the run-up to the European Council meeting in Brussels on June 18-19, it looked like the EU might be on the verge of a major shift in its approach to Beijing.…
We are independent and objective, data-driven and cross-cutting, and focused on what matters most.
Learn moreFor inquiries about our research, please get in touch at [email protected]. For media inquiries, get in touch with our experts at [email protected].
Contact
