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Clean Investment Monitor: The State of US Clean Energy Supply Chains in 2026
We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing capacity with projected annual deployment.
Research
Rhodium Group’s Energy & Climate practice uses a multidisciplinary, data-driven approach to produce unique, independent insights into global energy dynamics, greenhouse gas emissions, and climate change.
We help public and private decision-makers understand what kind of climate future we are on track for, and what matters most for reducing greenhouse gas emissions—at the local, state, national, and international levels. By combining policy expertise with a suite of detailed energy-economic models, our research provides data-driven insights into the impacts of energy and climate change policy and real-world developments on greenhouse gas emissions, energy markets, economic output, and clean technology pathways.
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Showing 1 – 10 of 251 total results
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Client exclusive
Data Centers, Climate Change, and El Niño: The One-Two-Three Punch on the US Energy Grid
The US grid is going through a lot at the moment: the most significant demand growth in three decades, policy barriers (challenges with permitting, transmission, and interconnection), supply chain bottlenecks to bringing new generation online, and now…
Note
Furnaces, Fossils, and the Future of Chinese Green Steel
Policy in China for steel decarbonization has been more muted, focusing largely on incremental plant-level emissions reductions. Regardless, the role of China looms large over any discussion of steel decarbonization.
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Client exclusive
Making Carbon Accounting Count: The Battle over CBAM Embedded Emissions
The Emissions Trading System (ETS) is the centerpiece of European Union (EU) climate policy and a key contributor to the EU’s progress in reducing covered greenhouse gas emissions by half since 2005. Despite its success, this has come with costs.
Report
Clean Investment Monitor: Global H1 2026 Update
In the first half of 2026, global clean investment was 17% below the same period in 2025 and roughly in line with levels recorded in the first half of 2024.
Note
Critical Mineral Chokepoints Could Threaten the US Nuclear Energy Renaissance
We provide a granular, product-specific assessment of critical minerals needed for a US nuclear power plant build-out through the mid-2030s and associated key supply chain vulnerabilities.
Data Insight
Clean Investment Monitor: US Q2 2026 Update
In the second quarter of 2026, clean energy and transportation investment in the United States totaled $75 billion, a 22% increase from Q1 2026 and a 4% jump from Q2 2025.
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Manufacturing Growth and Grid Modernization: Impacts of Expanding 45X
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
Taking Stock 2026: US Energy and Emissions Outlook
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.
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Assessing Data Center Power Options with the Transition Acceleration Framework
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.
