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Our recent report on how China's power generation drives its industrial metals ecosystem explains more in context:
Last year, China’s solar and wind power generation was roughly equal to total industrial and residential power consumption in the United States.
While China's power generation is still dominated by coal, renewables are now driving most power generation growth.
The war in the Middle East has disrupted jet fuel and intensified calls to build resilience by accelerating sustainable aviation fuels. In new analysis, we map out the pipeline of announced SAF production facilities to estimate how quickly global production can scale up. rhg.com/research/see...
Read more about how European policymakers are continuing to grapple with the popularity of Chinese EVs and the threat to the continent's auto industry.
The speed at which Chinese carmakers, particularly BYD, Chery, and SAIC, are gaining market share in Europe is unprecedented. It differs markedly from the experience with Japanese and Korean automakers, which entered the market in the 1970s and 1990s, respectively.
In India, investments in manufacturing clean technologies have risen rapidly, reaching $11.4 billion in 2025. If announced projects come to fruition, India will have the largest manufacturing capacity in batteries, solar & wind outside China & US by 2030. www.cleaninvestmentmonitor.org/global
As the pace of data center buildout in the US rapidly evolves, we examine a future where data center electricity demand grows at a faster rate than we've previously considered, and the impacts on the energy mix, greenhouse gas emissions, and electricity costs
rhg.com/research/dat...
Read our latest note about how the proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers: rhg.com/research/don...
In December, a record 9.3% of new cars sold in the EU were made in China, while in the UK the share surged to a striking 20.6%. For the full year, China-made vehicles accounted for 6.4% of EU sales and 12.1% in the UK
A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and will be almost impossible to replicate.
While investment in deploying EVs continued its rise, investment in clean electric generation dipped slightly, and new investments in clean technology manufacturing saw a significant reduction in 2025. From the Clean Investment Monitor's new China database: www.cleaninvestmentmonitor.org/china
In 2025, investment in China’s domestic manufacture and deployment of clean electric power, transportation, and industry reached $849 billion, a slight decrease of 3% from the 2024 peak, but a tripling of levels seen only seven years ago.
A new report from the Climate Impact Lab finds that climate change is projected to cause 10x more premature deaths from rising temperatures in low and middle income countries than rich countries, underscoring the need for targeted adaptation investments. impactlab.org/research/hum...
China's unique combination of metals processing, power resources, and production of advanced manufactured goods has created a system that will be almost impossible to fully replicate in any individual market outside of China.
In our newest report, we explain how China's combination of power expansion, agglomeration of industrial metals refining, and support for downstream demand has created pro-cyclical effects that will be incredibly difficult to replicate in any other single market.
As Western policymakers grapple with how to diversify supply chains for critical minerals away from China, it's worth considering just how and why it became such an industrial metals juggernaut.
You can explore more data on China's completed FDI transactions in the MENA region on the China Cross-Border Monitor website:
cbm.rhg.com/data/mena
Over the past 20 years, Chinese companies have invested roughly $85 billion dollars across more than 4,500 investments in the Middle East and North Africa. More than half of that has been investments in energy projects, some of which are now at risk of disruption from the ongoing war.
Find out more from the Clean Investment Monitor's new global and China databases on investment in the manufacture and deployment of clean energy and decarbonization technologies: www.cleaninvestmentmonitor.org
China’s slowing domestic investment does not fundamentally change the geographic distribution of global manufacturing for solar and wind, however. We do see signs of a gradual shift in batteries and EVs.
But clean tech manufacturing investment saw some growth outside of China, the US, and Europe. In India, manufacturing investments have risen rapidly since 2021, reaching $11.4 bn in 2025, a 17% increase from 2024. Turkey, Indonesia, South Korea, Canada, and others also represent a widening footprint
In 2025 there was a slowdown in global investment in clean technology manufacturing, totaling $155 billion, a 40% decline from peak levels in 2023. China saw a 70% decline in 2025 from peak levels in 2023, in response to severe overcapacity. There were also declines in the US and Europe.
Read more in our new report: www.cleaninvestmentmonitor.org/reports/glob... and explore our new global and China-focused clean technology investment databases at www.cleaninvestmentmonitor.org
Meanwhile, global investment in the deployment of clean electric power and transport continued its consistent rise. Global electric power investment reached a record-high $948 billion in 2025, led by growth in solar, and EV purchases have grown six-fold over seven years.
The slowdown is primarily due to a decline in global manufacturing investment in 2025, which totaled $155 billion, a more than 40% decline from peak levels in 2023. The top three—China, the US, and Europe—all saw a decline in 2025, with the lion’s share from China in response to overcapacity.
In 2025, total global clean investment hit record levels, reaching $1.96 trillion—a tripling of investment from only seven years ago. However, investment growth has slowed somewhat in the past two years, rising only 7% in 2025 after a 28% jump in 2023.
For the past three years, the Clean Investment Monitor has tracked investment in the manufacture and deployment of clean energy and decarbonization technologies across the US. Today marks the expansion to every country around the world, tracking 2018-2025 investment. www.cleaninvestmentmonitor.org
We're hiring! We're recruiting a Research Analyst to join our Energy & Climate corporate advisory team, supporting research on US and global energy markets and policy trends, as well as AI and technological innovation, and other energy and climate-related global trends. rhg.com/job-opportun...