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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.
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 240 total results
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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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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.
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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.
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In steel production, fossil fuels are consumed primarily in the initial ironmaking step. We examine the major cost drivers of clean iron production and assess which countries are best positioned to produce it at low cost.
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Recent electricity price increases in the US are driven by multiple, intersecting factors that vary substantially regionally and by individual utility.
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The war in the Middle East has disrupted jet fuel, which has seen prices more than double since January. The crisis has intensified calls to build long-term resilience for jet fuel supplies by accelerating SAF.
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As the pace of data center buildout in the US rapidly evolves, we examine the energy and emissions impacts of a future where data center electricity demand grows at a faster rate than we've previously considered.
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Clean Investment Monitor: Tracking Global Clean Technology Investment
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By enacting policies that support the manufacturing and deployment of clean energy, Southeastern states can crowd in private investment and see meaningful economic benefits while building a more robust grid.
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In the final quarter of 2025, clean energy and transportation investment in the United States totaled $60 billion, a 23% decline from Q3.