Rhodium Group & MIT CEEPR：2025年第二季度美国清洁能源投资监测报告（英文版）（13页）.pdf

1、 Clean Investment Monitor:Q2 2025 Update August 28,2025 CLEAN INVESTMENT MONITOR RHODIUM GROUP|MIT CEEPR 2 Summary In the second quarter of 2025,clean energy and transportation investment in the United States totaled$68 billion,a 0.3%decrease from the previous quarter,but a 1%increase from the same

2、period in 2024.Clean investment accounted for 4.8%of total private investment in structures,equipment,and durable consumer goods.Investment activity was driven primarily by retail consumer purchases and installations of clean technology(zero-emission vehicles,heat pumps,distributed generation and st

3、orage),which accounted for just over half of the total at$34 billion.This segment saw a 3%decline quarter-on-quarter,but a 6%increase compared to Q2 2024.Investments in manufacturing were down for a second consecutive quarter to$11 billion,declining 15%from the previous quarter and 19%relative to th

4、is same period last year.Investments in utility-scale clean electricity and industrial decarbonization technologies increased by 13%quarter-on-quarter to$23 billion,up 7%from Q2 2024.The pipeline of new project announcements contracted across segments.Utility-scale clean electricity announcements to

5、taled$21 billion,mostly in solar and storage,down 51%relative to the previous quarter.New industrial decarbonization announcements stood at$2 billion,a 17%decline quarter-on-quarter and a 38%decline compared to Q2 2024.Developers canceled$7 billion of investments in energy and industry projects this

6、 quarter.In manufacturing,Q2 2025 marked the first quarter in which the value of cancellations exceeded the value of new announcements.Roughly$5 billion of investments were canceledthe second-largest amount on record,only less than in Q1 2025.Meanwhile,companies announced only around$4 billion in ne