We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing ...

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. This marks the ...

Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot. We’re often asked: ...

We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the ...

This report is a joint project of Rhodium Group and the Atlantic Council’s GeoEconomics Center. Beijing has watched carefully as Western allies have deployed unprecedented economic statecraft against ...

Policy in China for steel decarbonization has been more muted, focusing largely on incremental plant-level emissions reductions. Regardless, the role of China looms large over any discussion of steel ...

Global clean technology investment reached record levels in 2025, after years of sustained growth in the manufacture and deployment of technologies needed to accelerate the transition to a clean ...

Based on preliminary economic and energy activity data, we estimate that in 2025, US greenhouse gas (GHG) emissions increased by 2.4%, marking a change from the prior two years of decreases in ...

As most of the world experienced economic contraction in 2020, China’s industrial-led recovery kept the nation in positive territory. As a result, China is also the only major economy to experience an ...

While FDI flows between the US and China have declined in recent years, portfolio investment in equity and debt has grown. While direct investment and venture capital flows between the United States ...

We provide probabilistic projections of the likely evolution of global emissions and temperature rise through the end of the century. Eight years after the adoption of the Paris Agreement, the ...

Following decades of incremental change, electricity supply in the US is once again a growth industry, and data centers sit at the center of debates over affordability, reliability, and climate impact ...