Global energy demand is surging, particularly in next-generation technologies where the United States and its energy companies are losing market share. America’s overseas financing agencies today are ill-equipped to compete with China and other state-backed investors abroad. The United States needs a balanced, data-driven strategy that targets strategic advanced energy industries and global partnerships to strengthen energy supply chains, boost American competitiveness, and support global growth and stability.

RMI’s new playbook entails a three-part framework: balance, benchmark, and build — to convert America’s energy strengths into geopolitical influence and commercial advantage. First, strike a balance between energy security, economic opportunity, and environmental sustainability in energy statecraft so that outdated political ideologies and uneven capital flows don’t undermine strategic goals. Next, benchmark sectors and partners through technology-neutral, data-driven reviews to target the right industries and structure durable partnerships. Finally, build execution capacity through master energy agreements with partners, empowered deal coordinators, and a coordinated toolkit across US government trade and development agencies, so that US innovation translates into bankable projects and lasting influence.

The mandate is clear: reform US development finance for strategic scale, modernize agency mandates, expand catalytic risk capital, and strengthen interagency execution. The framework provides solutions for the United States to unlock bankable projects, mobilize private investment, create jobs, expand exports, and strengthen global partnerships. With a unified, outward-facing plan that turns innovation into influence, this is America’s moment of energy dominance.

For a high-level summary of the report, please view the Summary Deck below:

This report is based on research and convening funded by Breakthrough Energy. The findings and conclusions contained herein are those of the authors and do not necessarily reflect the positions or policies of Breakthrough Energy. We are grateful to all who contributed their time, insights, and expertise to this report. Our thanks go to the many practitioners, policymakers, and industry leaders we interviewed, whose perspectives shaped our analysis, and to the colleagues and peers who generously reviewed drafts and offered valuable feedback. Their guidance strengthened this work immeasurably; any remaining errors or omissions are our own.