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.
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. We help public and private decision-makers understand what kind of climate and energy future we are on track for, and what matters most for reducing greenhouse gas emissions—at the state, national, and international levels.
Learn more about our team and our work
About usOur research
By combining policy expertise with a suite of detailed energy-economic models, our research provides unique, 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.
Latest research
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.
Note
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.
Note
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.
Note
Solar Manufacturing in Asia at a Crossroads
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.
Note
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.
Data and tools
Trustworthy, integrative data is at the core of Rhodium’s research and services. Our team uses a suite of custom-built datasets and energy-economic models to analyze the effects of policy and market developments on energy systems and greenhouse gas emissions at the international, US, and state levels.
Data platforms and collaborations
ClimateDeck
ClimateDeck provides global and US 50-state greenhouse gas (GHG) emissions inventory data and projections, energy market outlooks, and analysis of energy and climate policy developments.
Clean Investment Monitor
The Clean Investment Monitor tracks investments in the manufacture and deployment of clean energy and decarbonization technologies around the world.
Climate Impact Lab
The Climate Impact Lab combines climate science, econometrics, and big data analytics to advance understanding of the real-world social impacts and economic costs of climate change.
Our work in the news
Footnotes
1.
Rovjok analysis of bill-of-materials data.
2.
We average job numbers over the deployment period so hiring estimates reflect when projects are built, rather than the broader analysis window.
3.
Announced ICF projects, like our own deployment assumptions, are not expected to arrive until the early 2040s. Therefore, ICF plants are not included in our near-term budge score calculations.