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Clean Investment Monitor: The State of US Clean Energy Supply Chains in 2026
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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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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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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In the first half of 2026, global clean investment was 17% below the same period in 2025 and roughly in line with levels recorded in the first half of 2024.
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We provide a granular, product-specific assessment of critical minerals needed for a US nuclear power plant build-out through the mid-2030s and associated key supply chain vulnerabilities.
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Simulating the Board of Trade's proposed tariff cuts using a leading trade model, we estimate that annual global US goods exports could rise by $10.3 billion and global Chinese goods exports could rise by $11.0 billion relative to the status quo.
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Before Trump and Xi even sat down together, US Treasury Secretary Scott Bessent fed reporters the White House’s headlining summit deliverable: The Busan truce that expires in November would be extended, but only by two months, through January 10.…
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If China's exports kept rising at the same rate they are today, large trading economies with export profiles similar to China like the United States, Germany, Indonesia, and France stand to lose the most.
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We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.
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].
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