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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.
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.
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Our work has been used by decision-makers in the government, non-profit, and corporate sectors since 2008. See why.
AboutFeatured research from our Energy & Climate practice
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Furnaces, Fossils, and the Future of Chinese Green Steel
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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Clean Investment Monitor: Global H1 2026 Update
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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Critical Mineral Chokepoints Could Threaten the US Nuclear Energy Renaissance
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.
Featured research from our China practice
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Hyperscaler Heaven? A Reality Check on India’s AI Ambitions
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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All Fun and Games? Modeling Outcomes from the Board of Trade
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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Who Loses from China’s Export Gains?
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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Examining China’s AI Financing
We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.
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