Category: Rhodium Bullion
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House Proposal Could Increase US Energy Costs by 7%
The House Ways and Means Committee has put forth a proposal that could have significant implications for energy credits in the United States. This move is part of a broader effort to offset the costs of tax cuts and extensions amounting to nearly $5 trillion. If implemented, the proposal is likely to mirror the effects…
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US and Europe Drive Battery Manufacturing Surge Amid Energy Transition
The global energy transition is driving a surge in battery manufacturing investment on both sides of the Atlantic. The United States, currently outpacing Europe in this sector, is witnessing rapid growth fueled by government subsidies and policies like the Inflation Reduction Act (IRA). In contrast, Europe has also been proactive in attracting battery manufacturing investments…
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US Clean Energy Supply Chains Surge Post-Inflation Reduction Act
The Clean Investment Monitor report delves into the state of US clean energy supply chains in 2025, particularly focusing on the significant growth in manufacturing following the enactment of the Inflation Reduction Act (IRA). Since the law came into effect, clean manufacturing investment has surged, driven primarily by the electric vehicle supply chain. The report…
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Rhodium Group’s China Cross-Border Monitor: Unveiling Global Investments
The Rhodium Group’s China Cross-Border Monitor (CBM) is a groundbreaking initiative aimed at shedding light on China’s global investments and economic presence. Unlike traditional FDI statistics, which often fail to capture the full extent of China’s overseas investments due to various factors like tax strategies and capital controls, the CBM employs a transaction-based approach to…
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US and Europe’s Diverging Paths in Solar Manufacturing Growth
The collaboration between Bruegel and Rhodium Group delves into the contrasting strategies of the US and Europe within the global solar photovoltaic (PV) landscape. Europe’s dominance in solar capacity deployment contrasts with the US’s recent surge in domestic solar manufacturing, driven by policies like the Inflation Reduction Act. The Clean Investment Monitor by Rhodium Group…
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European Policymakers Navigate Chinese Electric Vehicle Investment Landscape
European countries have been adapting their regulations to safeguard sensitive industries and critical infrastructure, particularly in response to foreign acquisitions. However, the focus is now shifting to greenfield investments from Chinese electric vehicle manufacturers. As European policymakers navigate this new landscape, they aim to ensure that such investments benefit their citizens, promote technological sharing, and…
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US and Europe Compete for EV Battery Industry Leadership
The global electric vehicles (EVs) market is witnessing a surge in growth, presenting economic and political opportunities for key players like the US and Europe. China remains a dominant force in EV deployment and manufacturing, while the US and Europe are rapidly escalating their battery investments. The US, fueled by the Inflation Reduction Act (IRA),…
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Chinese Companies Shift Focus to Emerging Markets in Overseas Expansion
Chinese companies are once again venturing overseas after a period of declining outbound investment. This new wave of overseas ventures differs significantly in objectives and target regions compared to the previous decade. The Rhodium Group’s China Cross-Border Monitor (CBM) tool sheds light on this evolving trend in Chinese corporate global expansion. BEST WAYS TO INVEST…
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US and Europe Solar Trends Diverge Amid Industry Shifts
The solar photovoltaic technology is poised to play a crucial role in the global energy transition, driven by a significant drop in solar module costs. A booming global solar manufacturing industry, primarily led by China, has resulted in massive overcapacity compared to deployment. Europe, having kickstarted the solar industry with subsidies, initially led the US…
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Chinese FDI Resurgence in Europe: Greenfield Investments Lead Growth
Chinese foreign direct investment (FDI) in Europe and the UK experienced a notable rebound in 2024, marking the first increase since 2016. The total investment reached EUR 10 billion, reflecting a 47% rise from the previous year. This resurgence was primarily driven by a surge in greenfield investments and a significant uptick in mergers and…