Rhodium Group

After a weak start to the year, the third quarter of 2024 confirms that the post-COVID rebound in Chinese outbound foreign direct investment remains strong. Chinese investors continue to focus on the automotive, energy, and minerals sectors. Read more: https://lnkd.in/ebMgwxmR

Overall, most G20 economies are on track or within striking distance of meeting their 2030 NDCs. As a group, G20 economies are likely on track to decrease their GHG emissions by 9-15% below 2019 levels by 2030. Read more: https://lnkd.in/ezqGBuQT

Overall, most G20 economies are on track or within striking distance of meeting their 2030 NDCs. As a group, G20 economies are likely on track to decrease their GHG emissions by 9-15% below 2019 levels by 2030. Read more: https://lnkd.in/ezqGBuQT

In our latest report with the Atlantic Council, we examine three G20 case countries—Brazil, South Korea, and Indonesia—and their likely responses to both US and Chinese economic statecraft in an escalation of tensions over Taiwan.

We're live right now! Join us at the Atlantic Council as we walk through our latest report with the GeoEconomics Center on G20 responses to a Taiwan crisis:

If all countries set 2035 NDCs that keep them on the path from their 2030 NDC to their current mid-century targets, it could raise the likelihood of limiting global mean temperature rise to below 2°C from less than 7% to nearly 68%.

Join us with the Atlantic Council tomorrow morning for the launch of our latest joint report on how the G20 might respond to a Taiwan crisis. Register for tomorrow's event here:

German FDI made up 57% of total EU investments in China in the first half of 2024, 62% in 2023, and a record 71% in 2022. This was driven by auto-related FDI, which has accounted for roughly half of all EU investment in China since 2022.

Completed EU greenfield investment in China rebounded over the past year to reach a record high of €3.6 billion in the second quarter of 2024, driven mostly by German automakers. The investments are deepening dependency on China for some of Germany's largest companies, all while Brussels and Berlin are pursuing de-risking policies. This is likely to become a growing source of tension within the EU and between Europe and the United States. Read our latest note:

New: The second note in our joint Clean Investment Monitor series, in collaboration with Bruegel - Improving economic policy, explores recent developments in solar PV deployment, supply chains, and import dependencies in the US and Europe. While solar PV capacity is rising on both sides of the Atlantic, we find that only the US is experiencing a surge in solar PV manufacturing investments, tied to the passage of the IRA.? Read the note: https://lnkd.in/ey-KvNk4