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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.
AboutNote
Based on preliminary economic and energy activity data, we estimate that in 2025, US greenhouse gas emissions increased by 2.4%, marking a change from the prior two years of decreases in emissions.
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We discuss why now may be the best time in decades for new nuclear energy in the US and what needs to happen for nuclear power to really take off.
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We find that global greenhouse gas emissions reached a new historical high in 2024, increasing 0.9% from the previous year.
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In the third quarter of 2025, clean energy and transportation investment in the United States totaled $75 billion, representing the highest quarter of investment on record.
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Over the past year, German political leaders, central bankers, business associations, and unions have begun talking openly about the risks of a “China shock.” The rhetoric, however, has not been matched by decisive policy action.
Powerful lights on a modern factory at night
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China’s “new” high-technology industries will not generate investment sufficient to power 5% GDP growth in the years ahead. New input-output tables released by the NBS show these industries remain too small relative to traditional sectors.
Shanghai Bund skyline landmark ,Ecological energy renewable solar panel plant
Report
In a report with the German Marshall Fund, we analyze the potential consequences for China of “Minor Conflict” and “Major War” scenarios.
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China's actual 2025 GDP growth fell short of 3%. For domestic demand to lift China above 2% GDP growth in 2026, Beijing must reverse the systemic causes of household and business malaise or pile on costly demand subsidies.
We are independent and objective, data-driven and cross-cutting, and focused on what matters most.
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