From a decarbonization perspective, forthcoming IRS guidance on the tech-neutral 45Y and 48E tax credits for clean electricity may be the single most important step the agency will take in implementing the IRA. In new analysis, we quantify their impact. rhg.com/research/tech-…

How is the EU navigating relations with China?

National Committee on U.S.-China Relations #PIPFellow Jason Kelly (@cardiffuni) interviews Janka Oertel (@ecfr ECFR Asia) and Noah Barkin (@rhodium_group) on the recent flurry of EU-China diplomacy and existing challenges.

▶️Watch: ncuscr.org/video/europe-c…

From a decarbonization perspective, forthcoming IRS guidance on the tech-neutral 45Y and 48E tax credits for clean electricity may be the single most important step the agency will take in implementing the IRA. In new analysis, we quantify their impact. rhg.com/research/tech-…

Earlier this week, USTR published the list of trade codes subject to increased tariffs. The largest product category is non-EV lithium-ion batteries, followed by semiconductors, and lithium-ion batteries for EVs.

See our analysis: rhg.com/research/us-ch…

Last week we published our best guess of what imports from China would be covered by the new 301 tariffs while we waited for the codes from USTR. USTR issued those codes yesterday, and we’ve updated our research note. A few things jump out.

Based on the China Pathfinder framework, China is not converging with market norms, and market economies will discuss how to react at the coming G7 leader’s summit. rhg.com/research/china…

Industry is on a path to becoming the highest-emitting sector in the US in the early 2030s, pointing to the critical need to rapidly deploy decarbonization solutions. In recent analysis, we look at what could help move the needle on industrial emissions. rhg.com/research/expan…

In new analysis, we assess the job and economic benefits associated with 4 clean hydrogen hubs planned across the US. We find a total of 32,900 to 47,700 average annual jobs over a 3-year construction period and 2,800 to 4,600 ongoing O&M jobs.
Read more: rhg.com/research/the-e…