Rhodium Group
@rhg.com
Rhodium Group is an independent research provider, combining policy expertise and data-driven analysis to help decision-makers navigate global challenges.
Looking ahead, $136 billion in outstanding investment remains to be spent across 229 projects in the pipeline. A new Clean Investment Monitor report offers a lens into how recently surfaced lists of Department of Energy award terminations overlap with this pipeline of outstanding investment.
November 21, 2025 at 5:49 PM
Looking ahead, $136 billion in outstanding investment remains to be spent across 229 projects in the pipeline. A new Clean Investment Monitor report offers a lens into how recently surfaced lists of Department of Energy award terminations overlap with this pipeline of outstanding investment.
At the same time, investment in EV supply chain manufacturing dropped to $8 billion, a 30% decrease from Q3 2024. And while companies announced $6 billion in new clean manufacturing projects in Q3, mostly EVs & batteries, companies also canceled $2 billion worth of projects, mostly batteries.
November 20, 2025 at 5:15 PM
At the same time, investment in EV supply chain manufacturing dropped to $8 billion, a 30% decrease from Q3 2024. And while companies announced $6 billion in new clean manufacturing projects in Q3, mostly EVs & batteries, companies also canceled $2 billion worth of projects, mostly batteries.
In Q3, US clean investment totaled $75 billion, a record quarterly high according to new data from the Clean Investment Monitor. This was largely driven by a surge in electric vehicle sales, which reached $31 billion and a 32% increase from the previous quarter.
November 20, 2025 at 5:15 PM
In Q3, US clean investment totaled $75 billion, a record quarterly high according to new data from the Clean Investment Monitor. This was largely driven by a surge in electric vehicle sales, which reached $31 billion and a 32% increase from the previous quarter.
By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.
November 12, 2025 at 6:05 PM
By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.
Thanks to policy and technological innovation, we anticipate steep declines in global emissions from the power sector—peaking in the coming decade and falling by 35-73% by 2050 from today's levels.
November 12, 2025 at 6:05 PM
Thanks to policy and technological innovation, we anticipate steep declines in global emissions from the power sector—peaking in the coming decade and falling by 35-73% by 2050 from today's levels.
Explore the Rhodium Climate Outlook here, including a deeper dive into regional and sectoral dynamics: climateoutlook.rhg.com
November 6, 2025 at 6:12 PM
Explore the Rhodium Climate Outlook here, including a deeper dive into regional and sectoral dynamics: climateoutlook.rhg.com
As COP30 kicks off, our newly updated Rhodium Climate Outlook shows that while the world has likely avoided the most catastrophic projections, global temperature rise is on track to exceed 2°C. We project a likely range of 2.3–3.4°C and an average outcome of 2.8°C by the end of the century.
November 6, 2025 at 6:12 PM
As COP30 kicks off, our newly updated Rhodium Climate Outlook shows that while the world has likely avoided the most catastrophic projections, global temperature rise is on track to exceed 2°C. We project a likely range of 2.3–3.4°C and an average outcome of 2.8°C by the end of the century.
Chinese companies have invested millions of dollars in projects across the EV sector in Southeast Asia.
Indonesia in particular has seen significant upstream investment.
See the data for yourself in our latest dashboard: cbm.rhg.com/dashboard/ch...
Indonesia in particular has seen significant upstream investment.
See the data for yourself in our latest dashboard: cbm.rhg.com/dashboard/ch...
November 5, 2025 at 5:18 PM
Chinese companies have invested millions of dollars in projects across the EV sector in Southeast Asia.
Indonesia in particular has seen significant upstream investment.
See the data for yourself in our latest dashboard: cbm.rhg.com/dashboard/ch...
Indonesia in particular has seen significant upstream investment.
See the data for yourself in our latest dashboard: cbm.rhg.com/dashboard/ch...
By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.
November 4, 2025 at 8:22 PM
By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.
Thanks to policy and technological innovation, we anticipate steep declines in global emissions from the power sector—peaking in the coming decade and falling by 35-73% by 2050 from today's levels.
November 4, 2025 at 8:22 PM
Thanks to policy and technological innovation, we anticipate steep declines in global emissions from the power sector—peaking in the coming decade and falling by 35-73% by 2050 from today's levels.
Our new report provides an overview of the results of the 2025 Rhodium Climate Outlook, including a deeper dive into regional and sectoral dynamics. climateoutlook.rhg.com
November 3, 2025 at 6:49 PM
Our new report provides an overview of the results of the 2025 Rhodium Climate Outlook, including a deeper dive into regional and sectoral dynamics. climateoutlook.rhg.com
In our new 2025 edition of the Rhodium Climate Outlook, if current trends in policy and technology development continue, we project a likely (67% confidence) range of 2.3–3.4°C of temperature rise and an avg outcome of 2.8°C by 2100. The probability of limiting warming below 2°C remains below 5%.
November 3, 2025 at 6:49 PM
In our new 2025 edition of the Rhodium Climate Outlook, if current trends in policy and technology development continue, we project a likely (67% confidence) range of 2.3–3.4°C of temperature rise and an avg outcome of 2.8°C by 2100. The probability of limiting warming below 2°C remains below 5%.
In our annual Taking Stock outlook for US energy and emissions under current policy, we find the US is now on track to reduce emissions by 26-41% below 2005 levels in 2035, a meaningful shift from our outlook in 2024, which showed a steeper decline of 38-56%.
rhg.com/research/tak...
rhg.com/research/tak...
October 16, 2025 at 7:46 PM
In our annual Taking Stock outlook for US energy and emissions under current policy, we find the US is now on track to reduce emissions by 26-41% below 2005 levels in 2035, a meaningful shift from our outlook in 2024, which showed a steeper decline of 38-56%.
rhg.com/research/tak...
rhg.com/research/tak...
Businesses are trying to assess where tariff rates are settling and how they will affect global supply chains.
We built a tariff tool estimating the trade-weighted average US tariff rate by country, taking into account all tariff measures and exemptions as of mid-September.
We built a tariff tool estimating the trade-weighted average US tariff rate by country, taking into account all tariff measures and exemptions as of mid-September.
October 10, 2025 at 4:10 PM
Businesses are trying to assess where tariff rates are settling and how they will affect global supply chains.
We built a tariff tool estimating the trade-weighted average US tariff rate by country, taking into account all tariff measures and exemptions as of mid-September.
We built a tariff tool estimating the trade-weighted average US tariff rate by country, taking into account all tariff measures and exemptions as of mid-September.
Our latest tracker shows China's investments across the EV supply chain, broken down by segment.
See where Chinese companies are investing, from upstream mining operations to final vehicle assembly:
cbm.rhg.com/dashboard/ch...
See where Chinese companies are investing, from upstream mining operations to final vehicle assembly:
cbm.rhg.com/dashboard/ch...
October 8, 2025 at 2:45 PM
Our latest tracker shows China's investments across the EV supply chain, broken down by segment.
See where Chinese companies are investing, from upstream mining operations to final vehicle assembly:
cbm.rhg.com/dashboard/ch...
See where Chinese companies are investing, from upstream mining operations to final vehicle assembly:
cbm.rhg.com/dashboard/ch...
We find the US is on track to reduce GHG emissions by 26-41% in 2040 relative to 2005 levels. On the way to 2040, we estimate GHG emissions levels will decline 26-35% in 2035.
Read our full analysis in our annual Taking Stock report:
rhg.com/research/tak...
Read our full analysis in our annual Taking Stock report:
rhg.com/research/tak...
September 10, 2025 at 2:46 PM
We find the US is on track to reduce GHG emissions by 26-41% in 2040 relative to 2005 levels. On the way to 2040, we estimate GHG emissions levels will decline 26-35% in 2035.
Read our full analysis in our annual Taking Stock report:
rhg.com/research/tak...
Read our full analysis in our annual Taking Stock report:
rhg.com/research/tak...
Chinese firms have adopted markedly different internationalization strategies through FDI. Battery makers Envision, Gotion, and EVE stand out, each allocating more than 30% of their investment abroad, with Envision reaching almost 60%.
Read more: cbm.rhg.com/research-not...
Read more: cbm.rhg.com/research-not...
August 21, 2025 at 8:46 PM
Chinese firms have adopted markedly different internationalization strategies through FDI. Battery makers Envision, Gotion, and EVE stand out, each allocating more than 30% of their investment abroad, with Envision reaching almost 60%.
Read more: cbm.rhg.com/research-not...
Read more: cbm.rhg.com/research-not...
After years of directing around 80% of investment to the domestic market, last year Chinese firms announced more investment overseas than at home for the first time.
Read more in our latest note: cbm.rhg.com/research-not...
Read more in our latest note: cbm.rhg.com/research-not...
August 19, 2025 at 1:32 PM
After years of directing around 80% of investment to the domestic market, last year Chinese firms announced more investment overseas than at home for the first time.
Read more in our latest note: cbm.rhg.com/research-not...
Read more in our latest note: cbm.rhg.com/research-not...
We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand—equivalent to roughly the daily oil production of Oman. That level is likely to rise by around 600,000 barrels per day over the next 12 months.
July 1, 2025 at 7:48 PM
We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand—equivalent to roughly the daily oil production of Oman. That level is likely to rise by around 600,000 barrels per day over the next 12 months.
Europe is the world’s 2nd-largest EV market, and current and planned policies put it on track to achieve 100% EVs in the coming decades. But domestic planned EV production capacity may fall short of rapidly growing demand. Our latest report digs into global EV dynamics: rhg.com/research/glo...
June 27, 2025 at 6:13 PM
Europe is the world’s 2nd-largest EV market, and current and planned policies put it on track to achieve 100% EVs in the coming decades. But domestic planned EV production capacity may fall short of rapidly growing demand. Our latest report digs into global EV dynamics: rhg.com/research/glo...
While China, Europe, and the US dominate EV markets today, sales in the rest of the world are rising rapidly, as are investments in domestic EV & battery manufacturing. Our latest report explores how these countries might seek their place in the global EV supply chain. rhg.com/research/glo...
June 24, 2025 at 6:21 PM
While China, Europe, and the US dominate EV markets today, sales in the rest of the world are rising rapidly, as are investments in domestic EV & battery manufacturing. Our latest report explores how these countries might seek their place in the global EV supply chain. rhg.com/research/glo...
The IRA kicked off unprecedented investments in US EV supply chains by providing direct subsidies for domestic manufacturing of battery cells and EVs. But just as the EV transition is gaining steam in the US, the sector is now at risk of having core policy support revoked. rhg.com/research/glo...
June 18, 2025 at 9:32 PM
The IRA kicked off unprecedented investments in US EV supply chains by providing direct subsidies for domestic manufacturing of battery cells and EVs. But just as the EV transition is gaining steam in the US, the sector is now at risk of having core policy support revoked. rhg.com/research/glo...
In a new report, marking the launch of the Global Clean Investment Monitor, we track 1,248 EV & battery manufacturing facilities around the world—including investment, construction status, & production capacity—to provide insights into the future of the global EV transition.
rhg.com/research/glo...
rhg.com/research/glo...
June 18, 2025 at 4:27 PM
In a new report, marking the launch of the Global Clean Investment Monitor, we track 1,248 EV & battery manufacturing facilities around the world—including investment, construction status, & production capacity—to provide insights into the future of the global EV transition.
rhg.com/research/glo...
rhg.com/research/glo...
2. Lower demand for clean technologies such as EVs and solar paired with the loss of support for clean technology manufacturing could stall growth in the burgeoning clean manufacturing industry in the US, which contributed $14 billion to economic growth in Q1 2025.
June 13, 2025 at 5:33 PM
2. Lower demand for clean technologies such as EVs and solar paired with the loss of support for clean technology manufacturing could stall growth in the burgeoning clean manufacturing industry in the US, which contributed $14 billion to economic growth in Q1 2025.
1. Nearly all states face the threat of lost investment from the House bill, which totals $522 billion nationally, with the top 10 states comprising 62% of this investment.
June 13, 2025 at 5:33 PM
1. Nearly all states face the threat of lost investment from the House bill, which totals $522 billion nationally, with the top 10 states comprising 62% of this investment.