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 ...

Scientists project that global land temperatures will be 1.2°C/2.1° F above normal in the coming months due in large part to the current “Super El Niño” that began in June and is expected to last thro...

Join us for a debate on the future of China’s economic growth and whether greater household consumption is essential to sustainable rebalancing.

Post-2030, renewables deployment is highly uncertain.

We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.

Beijing has not delivered on its promised reforms to its banking system, but has instead tightened control over banks and molded them into policy tools, imposing consequences on both China's economy a...

Join us for a debate on the future of China’s economic growth and whether greater household consumption is essential to sustainable rebalancing.

Mining dominated announced Chinese outbound investment in Q2 2026, driven by new acquisitions and the expansion of previously acquired operations. Automotive investment is gradually recovering, led by...

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.

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.

A Rhodium Group analysis shows China leads the US and other G7 nations in several key areas of AI development, despite lagging behind in chips. Reva Goujon, a director at the group and co-author of th...

Trade deals with the EU and potentially the US, alongside other countries’ rising barriers to Chinese goods, offer India an opportunity to capture global export share, even as its manufacturing ecosys...

In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.

The Transition Acceleration Framework (TAF) provides forward-looking analytics to direct climate capital, policy, and procurement where they accelerate decarbonization most.

As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’...

In steel production, fossil fuels are consumed primarily in the initial ironmaking step. We examine the major cost drivers of clean iron production and assess which countries are best positioned to pr...

As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’...

The war in the Middle East has disrupted jet fuel, which has seen prices more than double since January. The crisis has intensified calls to build long-term resilience for jet fuel supplies by acceler...

China’s investment-led growth model has reached its limits and household consumption will be the key driver of China’s long-term economic trajectory. Beijing has reform options available, though they ...

Recent electricity price increases in the US are driven by multiple, intersecting factors that vary substantially regionally and by individual utility.

In this virtual briefing, experts from RMI, Rhodium Group, and the Utah Governor’s Office of Economic Opportunity will discuss recent developments in next-generation geothermal; the opportunity to bui...

China dominates manufacturing of intermediate goods that use critical materials as inputs, creating an additional layer of chokepoints, which Beijing is targeting in most recent export controls—includ...

Improving economic policy

China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding fo...