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.
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Expanding transmission capacity in the US has the potential to help mitigate rising electricity prices while supporting electricity reliability, especially under conditions that add extra strain on the grid.
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We model key components of the Bipartisan American Affordability and Jobs Act (BAAJA) and their impacts on the US energy system, electricity prices, and greenhouse gas emissions.
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We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing capacity with projected annual deployment.
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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 decarbonization.
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Chemicals are a top priority in China’s broader drive for industrial competitiveness and supply chain self-sufficiency. This report explores the causes and ramifications of China’s expansive chemicals buildout.
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The latest outbound investment controls indicate that the high-stakes nature of tech competition with China will impose hard limits on Trump's transactionalism.
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Democrats are favored to win the House and possibly the Senate in the US midterm elections on November 3. Democrats have outlined a legislative strategy challenging Trump on issues ranging from tariffs and affordability, to tech, to Taiwan.…
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India is building AI compute faster than it can use it as the country experiences a data center boom built on generous policy support. This makes India central to US AI export strategy and economic security alignment, despite its non-aligned mantra.
PM in a group photograph along with global tech leaders at the Opening Ceremony of India AI Impact Summit 2026 at Bharat Mandapam, in New Delhi on February 19, 2026.
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