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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Report
Chinese Investment in Europe Rises to Seven-Year High: Chinese FDI in Europe 2025 Update
Building on a long-standing collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2025, analyzing policy developments and the shifting patterns in China’s FDI.
Report
China’s Next-Generation Industrial Policy
China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains.
Report
Caught in the Current: Historical and Prospective Drivers of Changes in US Electricity Prices
Recent electricity price increases in the US are driven by multiple, intersecting factors that vary substantially regionally and by individual utility.
Report
Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate.
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Clean Investment Monitor: Tracking Global Clean Technology Investment
Clean Investment Monitor: Tracking Global Clean Technology Investment
Report
If China Attacks Taiwan
In a report with the German Marshall Fund, we analyze the potential consequences for China of “Minor Conflict” and “Major War” scenarios.
Report
How China’s Economic Slowdown Will Impact Africa
As China’s economic model loses steam, African officials and policymakers will need to plan for growth and economic transformation with an understanding that their largest trade and investment partner might look very different than it has.
Report
Rhodium Climate Outlook 2025: Probabilistic Global Emissions and Energy Baseline Projections
We provide probabilistic projections of the likely evolution of greenhouse gas emissions and associated temperature rise through the end of the century, and insights into what will matter most for decarbonization in the coming decades.
Report
Taking Stock 2025: US Energy and Emissions Outlook
We find the US is on track to reduce GHG emissions by 26-41% in 2040 relative to 2005 levels. On the way to 2040, we estimate GHG emissions levels will decline 26-35% in 2035.