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

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 ...

What would the world look like if China’s exports kept rising at the same rate they are today? This scenario is purely hypothetical, and its results should be treated with commensurate caution, but it ...

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 ...

Distortions in China’s financial system are at the root of today’s global trade imbalances. Capital (along with labor) is the fundamental variable in production, and if it is made artificially cheap ...

New data from Rhodium Group’s China Cross-Border Monitor (CBM) shows that mainland Chinese companies announced 145 major FDI transactions in Q2 2026 with an estimated total value of $25.5 billion.

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 ...

In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.

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 ...

For governments and firms looking to diversify clean technology supply chains, solar stands out as a unique challenge given China’s scale and cost advantages. The US has ramped up trade barriers to ...

Chinese global overseas foreign direct investment (OFDI) increased by 18% year-on-year, reaching €69 billion in 2025. 1 It was the third consecutive year of growth in OFDI since 2023. Nonetheless, ...

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 ...