Back in March, we wrote about how the US was on an unspoken mission to claw back strategic assets from China. As we anticipated, Beijing is now aware of the playbook and is responding where it has leverage, including with rare earths: https://lnkd.in/e4rvPQqS
Rhodium Group
Public Policy
New York, New York 16,899 followers
We combine policy expertise and data-driven analysis to help decision-makers navigate global challenges.
About us
Rhodium Group is an independent research provider with deep expertise in policy and economic analysis. We help decision-makers in both the public and private sectors navigate global challenges through objective, original, and data-driven research and insights. Our key areas of expertise are China’s economy and policy dynamics, and global climate change and energy systems. Since our founding in 2008, Rhodium Group has produced path-breaking research on critical global policy and economic developments. Our research publications, data products, and analytical services have been used by decision-makers and clients in governments and the corporate, financial, philanthropic, and non-profit sectors. Our staff of 60 researchers is uniquely cross-cutting, bringing together policy analysts, economists, market experts, data engineers, and other types of specialists.
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https://www.rhg.com
External link for Rhodium Group
- Industry
- Public Policy
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Type
- Partnership
- Founded
- 2008
- Specialties
- Economic Analysis, China, Energy, Climate Change, Europe, Energy, and Policy
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New York, New York 10019, US
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Oakland, California 94607, US
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Paris, Ile-de-France 75015, FR
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Washington DC, 20036, US
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Rhodium Group reposted this
This new era calls for new approaches. Honored to be a partner of the New Energy Industrial Strategy Center. Rhodium will be contributing data and analytics from our Global Clean Investment Monitor and China Cross Border Monitor to inform this new era of policy making to drive the clean energy industrial revolution.
The New Energy Industrial Strategy (NEIS) Center is building a global network of researchers, policymakers, and private sector stakeholders who are advancing new energy industrial strategies — policies and interventions that leverage advanced energy systems to support the industries needed for growing, security-conscious nations. Technological advancements, policy changes, and economic shifts have made it clear that advanced energy technologies are essential to build the industries of the future. At the NEIS Center, we develop policies and approaches designed to harness the potential of advanced energy systems to build a nation's most strategically important industries — such as defense, AI, semiconductors, and more — as well as the clean energy industries themselves. An updated energy and industrial strategy can unleash a new and impactful wave of cleaner, more efficient, and more resilient energy technologies. Learn more: https://bit.ly/43bGneD
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The China market used to be a cash cow for foreign carmakers, but times have changed, and now many OEMs find their operations there dragging down profits. These carmakers are now each deciding their future path for China, with implications not only for their bottom lines, but for the shape of global supply chains. Read more: https://lnkd.in/eGSqiHPH
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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. Read more in our latest note: https://lnkd.in/ekvB3afG
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The last time the US imposed sweeping global tariffs, manufacturing supply chains adapted to soften the blow. The current tariff shock is stronger than in 2018, yet uncertainty is also much higher. So what will current tariffs do to supply chains? https://lnkd.in/ekvB3afG
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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: https://lnkd.in/e4Qvekaf
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In a new dashboard, we track China's investments in the EV supply chain across the world, broken down by segment. See where Chinese companies are investing, from upstream mining operations to final vehicle assembly: https://lnkd.in/e4Qvekaf
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China operations were once a cash cow for foreign carmakers, but over the last few years that's all changed. We explore how different automakers are approaching the China market now and the implications it has for supply chains and policy debates. https://lnkd.in/eGSqiHPH
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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. https://lnkd.in/eCtvr-f3
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Since 2023, China's consumption growth has remained anemic, credit growth has slowed, and the economy has been struggling with persistent deflationary pressures in both producer and consumer prices. But still, Beijing insists that growth is humming along at 5%. Why? In our latest note, Logan Wright lays out why China presents its economic data the way it does: https://lnkd.in/eSKf2GkU