Rhodium Group & MIT CEEPR：2025年第三季度美国清洁能源投资监测报告（英文版）（13页）.pdf

1、 Clean Investment Monitor:Q3 2025 Update November 20,2025 CLEAN INVESTMENT MONITOR RHODIUM GROUP|MIT CEEPR 2 Summary In the third quarter of 2025,clean energy and transportation investment in the United States totaled$75 billion,representing the highest quarter of investment on record.This growth,a

2、9%increase from the previous quarter and an 8%increase from the same period in 2024,was largely driven by unprecedented electric vehicle(EV)sales.Clean investment accounted for 5.3%of total private investment in structures,equipment,and durable consumer goods,a new peak.Retail consumer purchases of

3、EVs and other clean technology(heat pumps,distributed generation,and storage)accounted for more than half of the total at$41 billion.This segment experienced a 19%increase quarter-on-quarter and a 17%increase compared to Q3 2024.By contrast,investments in clean energy technology manufacturing declin

4、ed for a fourth consecutive quarter to$10 billion,representing a 10%decrease from the previous quarter and a 26%decrease compared to the same period last year.Investments in utility-scale clean electricity and industrial decarbonization technologies increased by 3%quarter-on-quarter to$25 billion,up

5、 15%compared to Q3 2024.The pipeline of new project announcements varied across segments.Utility-scale clean electricity announcements totaled$20 billion,mostly in solar and storage,up 1%relative to the previous quarter,but down by one-third from Q3 2024.New industrial decarbonization announcements

6、totaled$3 billion,representing a 53%quarter-on-quarter increase but a 56%decline compared to Q3 2024.Developers canceled roughly$2 billion of investments in energy and industry projects this quarter,compared to$7 billion in cancellations during the previous quarter.In manufacturing,canceled projects