Charlotte McClintock
@cmcclintock.bsky.social
tracking clean tech investment and the state of the US energy transition @rhodiumgroup.bsky.social. professional data obsessive, amateur ceramic apprentice. new-ish Seattleite. newly energy-pilled. show me your coolest charts.
New this quarter, we also report operational and construction jobs associated with completed facilities & outstanding investment. Georgia (23k), Texas (15k), Michigan (14k), and South Carolina (14k) have the most operational jobs associated with outstanding investment.
May 13, 2025 at 4:11 PM
New this quarter, we also report operational and construction jobs associated with completed facilities & outstanding investment. Georgia (23k), Texas (15k), Michigan (14k), and South Carolina (14k) have the most operational jobs associated with outstanding investment.
New out today from my team @rhodiumgroup.bsky.social - $321B has been invested since the passage of the IRA in Q3 2022 and $522B is currently outstanding, including projects that are announced or under construction. 75% of outstanding investment is in R districts. (fig below from NYT)
May 13, 2025 at 4:11 PM
New out today from my team @rhodiumgroup.bsky.social - $321B has been invested since the passage of the IRA in Q3 2022 and $522B is currently outstanding, including projects that are announced or under construction. 75% of outstanding investment is in R districts. (fig below from NYT)
In retail, ZEV sales finished the year strong after declines in Q1 2024, up 8% QoQ and 15% relative to Q4 2023.
The growth came from both battery electric vehicles, up 4% QoQ, and plug-in hybrids, up 18% QoQ.
The growth came from both battery electric vehicles, up 4% QoQ, and plug-in hybrids, up 18% QoQ.
February 28, 2025 at 5:04 PM
In retail, ZEV sales finished the year strong after declines in Q1 2024, up 8% QoQ and 15% relative to Q4 2023.
The growth came from both battery electric vehicles, up 4% QoQ, and plug-in hybrids, up 18% QoQ.
The growth came from both battery electric vehicles, up 4% QoQ, and plug-in hybrids, up 18% QoQ.
Industry investment was flat, with the majority of investment still in SAF.
February 28, 2025 at 5:04 PM
Industry investment was flat, with the majority of investment still in SAF.
Overall energy investment continued a four quarter slide. Utility-scale solar investment fell by 21% in Q4, while grid-scale storage flat. Wind investment recorded a third consecutive quarterly increase, up by 16% quarter-on-quarter to $3.3 billion in Q4.
February 28, 2025 at 5:04 PM
Overall energy investment continued a four quarter slide. Utility-scale solar investment fell by 21% in Q4, while grid-scale storage flat. Wind investment recorded a third consecutive quarterly increase, up by 16% quarter-on-quarter to $3.3 billion in Q4.
Actual investment in manufacturing investment declined slightly QoQ, driven by declining investment in solar manufacturing.
Battery manufacturing was up 2% on the quarter and up a staggering 91% in 2024 overall relative to 2023. 93% of Q4 investment in manufacturing went to the EV supply chain.
Battery manufacturing was up 2% on the quarter and up a staggering 91% in 2024 overall relative to 2023. 93% of Q4 investment in manufacturing went to the EV supply chain.
February 28, 2025 at 5:04 PM
Actual investment in manufacturing investment declined slightly QoQ, driven by declining investment in solar manufacturing.
Battery manufacturing was up 2% on the quarter and up a staggering 91% in 2024 overall relative to 2023. 93% of Q4 investment in manufacturing went to the EV supply chain.
Battery manufacturing was up 2% on the quarter and up a staggering 91% in 2024 overall relative to 2023. 93% of Q4 investment in manufacturing went to the EV supply chain.
Back to the standard fare, total actual investment declined slightly, by 1% from Q3 to Q4, though investment in Q4 was still up 6% compared to Q4 2023.
Declines in Q4 were driven mainly by lower investment in the energy segment.
Declines in Q4 were driven mainly by lower investment in the energy segment.
February 28, 2025 at 5:04 PM
Back to the standard fare, total actual investment declined slightly, by 1% from Q3 to Q4, though investment in Q4 was still up 6% compared to Q4 2023.
Declines in Q4 were driven mainly by lower investment in the energy segment.
Declines in Q4 were driven mainly by lower investment in the energy segment.
afternoon hack project: trying to find out when it makes sense to buy vs. rent in an expensive city shouldibuyahouse.streamlit.app
December 23, 2024 at 10:27 PM
afternoon hack project: trying to find out when it makes sense to buy vs. rent in an expensive city shouldibuyahouse.streamlit.app
In retail, ZEV sales are back up after a Q1 slump, with overall ZEV sales growth driven by battery electric vehicles, particularly by sales from from GM, Ford, and Honda. Tesla experienced modest growth.
November 21, 2024 at 5:10 PM
In retail, ZEV sales are back up after a Q1 slump, with overall ZEV sales growth driven by battery electric vehicles, particularly by sales from from GM, Ford, and Honda. Tesla experienced modest growth.
This quarter we also break out industry investment and add new sectors to our industrial decarbonization tracking (cement, iron & steel, clean fuels). Actual industry investment is low relative to the volume of announced projects.
November 21, 2024 at 5:10 PM
This quarter we also break out industry investment and add new sectors to our industrial decarbonization tracking (cement, iron & steel, clean fuels). Actual industry investment is low relative to the volume of announced projects.
Investment in clean electricity capacity is down for the third straight quarter, with solar and storage investment down over the previous quarter, though strong announcements in Q2 and Q3 suggest future growth. 🔌💡
November 21, 2024 at 5:10 PM
Investment in clean electricity capacity is down for the third straight quarter, with solar and storage investment down over the previous quarter, though strong announcements in Q2 and Q3 suggest future growth. 🔌💡
Investment in clean tech manufacturing is flat QoQ but up 57% YoY. Most clean tech manufacturing investment goes into the EV supply chain, up 4% QoQ and 73% YoY. Solar manufacturing is down, 33% on the last quarter and 30% on the year. Fewer recent announcements suggest potential future declines.
November 21, 2024 at 5:10 PM
Investment in clean tech manufacturing is flat QoQ but up 57% YoY. Most clean tech manufacturing investment goes into the EV supply chain, up 4% QoQ and 73% YoY. Solar manufacturing is down, 33% on the last quarter and 30% on the year. Fewer recent announcements suggest potential future declines.
In Q3, clean investment made up 5% of total US investment in private structures, equipment, and durable consumer goods.
November 21, 2024 at 5:10 PM
In Q3, clean investment made up 5% of total US investment in private structures, equipment, and durable consumer goods.
New research out today from my team @rhodiumgroup.bsky.social & MIT CEEPR with our Q3 update to the Clean Investment Monitor:
Clean investment is at an all time high in the US, with $71 billion invested in Q3 2024 across manufacturing, energy & industry, and retail segments.
Clean investment is at an all time high in the US, with $71 billion invested in Q3 2024 across manufacturing, energy & industry, and retail segments.
November 21, 2024 at 5:10 PM
New research out today from my team @rhodiumgroup.bsky.social & MIT CEEPR with our Q3 update to the Clean Investment Monitor:
Clean investment is at an all time high in the US, with $71 billion invested in Q3 2024 across manufacturing, energy & industry, and retail segments.
Clean investment is at an all time high in the US, with $71 billion invested in Q3 2024 across manufacturing, energy & industry, and retail segments.
pretty wild:
November 12, 2024 at 10:13 PM
pretty wild: