Shanghai skyline at night
China
Rhodium Group’s China practice supports leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties with the world.
Energy & Climate
Rhodium Group’s Energy & Climate practice analyzes the effects of policy and market developments on greenhouse gas emissions and energy systems, and provides actionable information about the impacts of climate change.
Our work has been used by decision-makers in the government, non-profit, and corporate sectors since 2008. See why.
AboutNote
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.
Report
Clean Investment Monitor: Tracking Global Clean Technology Investment
Note
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.
Note
In the final quarter of 2025, clean energy and transportation investment in the United States totaled $60 billion, a 23% decline from Q3.
Note
A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
Report
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.
Note
China’s financial and fiscal systems are increasingly inefficient tools to maintain domestic economic growth, making China’s economy far more dependent upon exports in 2026 than in previous years.
Note
Most countries in the Western Hemisphere are not competitive for ex-China diversification, and in the few that are, like Mexico, costs are rising. Reorienting supply chains to the region will therefore be a necessarily gradual effort.
We are independent and objective, data-driven and cross-cutting, and focused on what matters most.
Learn moreFor inquiries about our research, please get in touch at [email protected]. For media inquiries, get in touch with our experts at [email protected].
Contact
