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.
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.
Filters:
Showing 1 – 10 of 247 total results
Report
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
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
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
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
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
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
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
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.
Note
Global clean tech manufacturing investment has moderated after a decade of extraordinary growth. China and the US were the primary drivers of that rise and the subsequent pullback—though the nature of each country's decline differs significantly.
Note
Targeted, well-designed, ambitious policies enacted by states can leverage the immense changes and investment opportunities on the horizon to drive deployment of geothermal on the grid.