Data Insight
China Doubles Down on Mining: Q2 2026 Update
Mining dominated announced Chinese outbound investment in Q2 2026, driven by new acquisitions and the expansion of previously acquired operations.
Partner
Thilo Hanemann is a Partner at Rhodium Group and leads the firm’s work on China-focused datasets and data solutions.
ChinaThilo specializes in building proprietary datasets and solutions and advises clients on tailoring analytical tools to their strategic and risk management needs.
The core areas of Thilo’s research expertise are China’s cross-border capital flows, its international investment position, and the global expansion of Chinese companies. His work analyzes the implications of China’s global investment and business expansion for economic development, global supply chains, technology competition, and national and economic security considerations.
He is a Senior Policy Fellow at the Mercator Institute for China Studies (MERICS) in Berlin and a Nonresident Fellow at the 21st Century China Center at the University of California San Diego (UCSD).
Data Insight
Mining dominated announced Chinese outbound investment in Q2 2026, driven by new acquisitions and the expansion of previously acquired operations.
Note
Chinese overseas clean tech investment is growing but not as large as some headlines suggest, according to new data on FDI by Chinese companies abroad across the EV, solar PV, and wind turbine value chains.
Data Insight
New data from Rhodium Group’s China Cross-Border Monitor (CBM) shows that mainland Chinese companies announced 128 major FDI transactions in Q1 2026 with an estimated total value of $26.3 billion.
Note
Chinese FDI in the US has fallen significantly from its 2016 peak and remained at low levels for the past five years. The reality of the bilateral relationship makes a meaningful rebound of Chinese FDI in the US unlikely.