Report
Examining China’s AI Financing
We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.
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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.
Report
Fighting Hubris in AI Strategy: A Layer-by-Layer Dissection of AI Tech Stack Competition
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
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.
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.
Report
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.