You can read our full report in collaboration with the Atlantic Council's GeoEconomics Center here on our website:

We find $14 billion of outstanding investment in the industrial decarbonization sector is tied to projects on those potential & confirmed award termination lists, representing 10% of outstanding investment. Read more, including a breakdown by technology www.cleaninvestmentmonitor.org/reports/q3-2...

Looking ahead, $136 billion in outstanding investment remains to be spent across 229 projects in the pipeline. A new Clean Investment Monitor report offers a lens into how recently surfaced lists of Department of Energy award terminations overlap with this pipeline of outstanding investment.

Learn more in a new report and data update from the Clean Investment Monitor, tracking investment in the manufacture and deployment of clean energy, clean vehicles, building electrification and carbon management. www.cleaninvestmentmonitor.org

At the same time, investment in EV supply chain manufacturing dropped to $8 billion, a 30% decrease from Q3 2024. And while companies announced $6 billion in new clean manufacturing projects in Q3, mostly EVs & batteries, companies also canceled $2 billion worth of projects, mostly batteries.

Learn more in our newly updated Rhodium Climate Outlook, probabilistic projections of the likely evolution of energy, emissions and associated temperature rise through the end of the century, and insights into what will matter most for decarbonization in the coming decades. climateoutlook.rhg.com

By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.

Explore the Rhodium Climate Outlook here, including a deeper dive into regional and sectoral dynamics: climateoutlook.rhg.com

The Rhodium Climate Outlook, probabilistic projections of the evolution of energy & GHG emissions, provides decision-makers with the most likely path of policy evolution in the face of uncertain macroeconomic & technology cost pathways, and insights into what will matter most for decarbonization.

Learn more in our new Rhodium Climate Outlook, providing probabilistic projections of the likely evolution of GHG emissions and associated temperature rise through the end of the century, and insights into what will matter most for decarbonization in the coming decades. climateoutlook.rhg.com

By 2050, zero-carbon sources are projected to supply over 85% of total electricity in OECD countries and China, up from roughly 50% and 40% today, respectively. In the rest of the world, this share rises from about 30% to 67% over the same period.

Our new report provides an overview of the results of the 2025 Rhodium Climate Outlook, including a deeper dive into regional and sectoral dynamics. climateoutlook.rhg.com

Each year, the RCO provides the likely evolution of the global energy transition, the resulting emissions, and temp rise. Unlike other outlooks that assume binary policy outcomes, the RCO provides the most likely path of policy evolution amid uncertain macroeconomic and technology cost pathways.