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.
Michael Delgado
Partner
Michael Delgado is a Partner at Rhodium Group, focusing on quantifying and assessing the impacts of investments in the energy transition.
Energy & ClimateMike leads the Energy & Climate Data Platforms team, which develops data products and manages research & delivery platforms for the Energy & Climate practice. As part of this role, Mike leads Rhodium’s research team working on the Clean Investment Monitor, a collaboration with MIT’s Center for Energy and Environmental Policy Research. Mike’s team also manages the ClimateDeck, Rhodium’s energy & climate data platform. Prior to this role, Mike led a team building tools to quantify asset-level physical climate risks for the financial sector.
Research by Michael Delgado
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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.
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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.
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Clean Investment Monitor: US Q4 2025 Update
In the final quarter of 2025, clean energy and transportation investment in the United States totaled $60 billion, a 23% decline from Q3.