Filters:
Showing 1 – 10 of 1159 total results
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.
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
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.
Journal article
The strategic challenge from China today is an entirely different threat from the one the United States and its allies faced only four years ago. Crucially, this change represents an urgent but potentially definitive opportunity for the US.
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.
Page
Rhodium Group has partnered with CalSTRS and Generate Capital to develop the Transition Acceleration Framework (TAF) to help allocate capital to where it is needed most.
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.
Staff
Chris Hankin is a Research Analyst with Rhodium Group’s Energy & Climate corporate advisory team.
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.…
Note
As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’s growth.