Rhodium Group provides research, data, and insights to help clients understand the impacts of energy and climate change policy and real-world developments on energy markets, economic output, technology innovation, and greenhouse gas emissions.
We provide corporate clients with unique insights and advisory support driven by our policy expertise, proprietary data, energy-economic modeling, and decades of experience. Our services focus on today’s critical global energy trends and their implications for business strategy. This includes clean technology investment and policy tracking, global trade and market developments that impact supply chains and key sectors, and long-term outlooks for energy market developments and clean technology pathways.
Our services are customized to our clients’ needs. We offer a retainer advisory service with regular executive briefings, access to exclusive analysis, and capacity for research and strategy support. We also engage on a project basis with clients in need of deep-dive strategy reviews, risk and opportunity mapping, and diversification planning to inform high-stakes decision-making.
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As the pace of data center buildout in the US rapidly evolves, we examine the energy and emissions impacts of a future where data center electricity demand grows at a faster rate than we've previously considered.
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We discuss why now may be the best time in decades for new nuclear energy in the US and what needs to happen for nuclear power to really take off.
Trustworthy, integrative data is at the core of our research and services. Our data services encompass clean energy, transportation, and industrial decarbonization investment tracking at a project-level around the world, greenhouse gas emissions inventory data and projections, energy market outlooks, and quantitative analyses of energy and climate policy developments.
ClimateDeck, our free interactive data platform, provides global and US 50-state greenhouse gas (GHG) emissions inventories and baseline projections, energy market outlooks, and clean investment tracking from our Clean Investment Monitor partnership with MIT-CEEPR. We also have subscription data products available to help public and private decision-makers understand where we are in the energy transition and support forward-looking decision-making.
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Clean Investment Monitor: Tracking Global Clean Technology Investment
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The Transition Acceleration Framework is designed to provide clarity for how a particular dollar invested moves us toward or further away from a decarbonized future over the next 25 years.
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We provide probabilistic projections of the likely evolution of greenhouse gas emissions and associated temperature rise through the end of the century, and insights into what will matter most for decarbonization in the coming decades.
We help public and private decision-makers understand what kind of energy and climate future we are on track for, and what matters most for energy security & affordability and reducing greenhouse gas emissions. We combine our deep policy expertise with a suite of detailed energy-economic models to provide data-driven insights into the impacts of US federal and state policy on energy markets, clean technology pathways, consumer costs, job development, and greenhouse gas emissions.
Through our Taking Stock series, we also provide an annually updated outlook for the evolution of the US energy system and greenhouse gas emissions under all current federal and state policy and expectations for economic growth, fossil fuel prices, and clean energy cost and performance trends.
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We find the US is on track to reduce GHG emissions by 26-41% in 2040 relative to 2005 levels. On the way to 2040, we estimate GHG emissions levels will decline 26-35% in 2035.
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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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By enacting policies that support the manufacturing and deployment of clean energy, Southeastern states can crowd in private investment and see meaningful economic benefits while building a more robust grid.
When discussing private investment, we refer exclusively to capital expenditures (e.g., buildings, equipment) and not ongoing operations and maintenance (O&M) spending. We incorporate both capital and O&M expenditures when calculating employment impacts below. Private investment reflects total investment net of government expenditures, which we unpack in further detail below.
We use the term “jobs” occasionally to describe general employment trends, but all quantified employment results reflect job-years. A job-year represents one job sustained for one year.
Since the peak in early 2025, we’ve begun to see meaningful cancellations of manufacturing projects owing to the loss of clean energy and vehicle tax credits as demand drivers and restrictions on the use of foreign-sourced materials by manufacturers who want to claim the section 45X advanced manufacturing production tax credit.
