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The EU Eyes Tougher Trade Measures Against China

There has been a flurry of reports in recent weeks about the EU considering tougher trade measures against China. We thought it would be helpful to update you on what we know about this discussion, ahead of an “orientation debate” among EU commissioners…

Staff

Nathan Wiens

Nathan Wiens is a Research Analyst with Rhodium's Energy & Climate practice.

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Clean Investment Monitor: US Q1 2026 Update

In the first quarter of 2026, clean energy and transportation investment in the United States totaled $61 billion, a 3% decline from Q4 2025 and a 9% decline from Q1 2025.

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The Iran War and Global Helium Supply Chains

This deck assesses the impact of the Iran war on global helium supply chains, with a focus on downstream implications for semiconductors, electronics, and the automotive sector. Alongside petrochemicals and aluminum, the Iran war has exposed a major…

Report

China’s Next-Generation Industrial Policy

China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains.

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Client exclusive

Trump-Xi Summit: Whose (Red) Line is it Anyway?

By now, you’ve read countless articles about how little is expected to come out of the Beijing summit between Donald Trump and Xi Jinping from May 14 to 15: soybean and jet purchases, some lightweight pledges, and a gaggle of CEOs in tow for…