Timely commentary and analysis

Americas economies in depth: Five years into the USMCA, US trade shifts closer to home

By the Adrienne Arsht Latin America Center

With the United States-Mexico-Canada Agreement (USMCA) marking its five-year anniversary, has the agreement made US trade more secure? This infographic breaks down how US trade patterns have evolved under the agreement—highlighting where progress has been made, which sectors are driving change, and what’s at stake ahead of the 2026 scheduled review.

Strong currents, stronger alliances: Reinforcing the EU’s Black Sea energy strategy through transatlantic collaboration  

By Andrei Covatariu

The EU’s recently released Black Sea strategy will thrive only with robust transatlantic collaboration. This relationship will be crucial to stabilizing the region’s energy security, facilitating its energy transition, and ensuring that initiatives align with geopolitical and national security objectives.

Power Africa can help boost American energy dominance 

By Molly Moran

Power Africa was recently paused by the Trump administration as it undergoes review to determine its alignment with US national interests. To promote US energy dominance, the administration should reinstate Power Africa to boost US supply chain resilience, reduce dependence on China, and create opportunities for American companies.

NATO Defense Spending Tracker

The Transatlantic Security Initiative’s NATO defense spending tracker delves into data and figures to analyze current defense spending trends.

Energy security is only achievable through global partnerships

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

The energy system is more complex than ever: navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

The energy risks of escalation in the Middle East, according to Brett McGurk and Helima Croft

By Atlantic Council

At the 2025 Global Energy Forum, Croft and McGurk talked about possible US responses to the Iran-Israel war and the potential energy impacts of escalation.

The AI race ‘is not just about code,’ it’s ‘about gigawatts,’ says the UAE’s Sultan Al Jaber

By Atlantic Council

At the 2025 Global Energy Forum, Al Jaber spoke about the need to “hyperscale energy” and update energy grids across the world.

US global leadership in the age of electricity

By Robert F. Ichord, Jr.

Amid shifting geopolitics and the emerging “age of electricity,” the United States has an opportunity to assert global leadership in energy and security. Through foreign policy, the Trump administration can leverage US strengths in natural gas, nuclear power, and emerging energy technologies to engage allies in building a secure and resilient global electricity system.

The strategic reserve and the Israel-Iran conflict

By Joseph Webster, Landon Derentz

The US Strategic Petroleum Reserve is well-stocked and poised to help ease market pressures amid growing tensions stemming from Israel’s strikes on Iran. Rising domestic production, strong export capacity, and high net import cover collectively enable the United States to respond decisively while preserving energy stability at home.

Americas economies in depth: LAC’s economic outlook in mid-2025

By the Adrienne Arsht Latin America Center

This infographic asks the question: Where do Latin American and Caribbean economies stand halfway through 2025? As global trade tensions rise and economic uncertainty deepens, the region faces a shifting landscape—but also new opportunities.

Complex energy systems face low-tech threats

By Travis Nels

The daring destruction of Russian strategic bombers through an operation of the Ukrainian intelligence service highlights the power of asymmetric warfare. While a stunning feat for Ukraine, the operation serves as an important reminder that the use of cheap, low-end systems can also be used against critical, vulnerable infrastructure in the West—its grid, in particular.

Carole House testifies to House Financial Services Committee on the gaps and opportunities for digital asset regulation

By Carole House

On June 6, Senior Fellow Carole House testified to the House Committee on Financial Services at a hearing titled, “American Innovation and the Future of Digital Assets: From Blueprint to a Functional Framework.”

“Yes, really”: American private military companies (back) in Gaza

By Alia Brahimi

In Season 2, Episode 11 of the Guns for Hire podcast, host Alia Brahimi is joined by international lawyer and former senior UN human rights official Craig Mokhiber to discuss Israel’s militarization of aid in Gaza and how US private military companies (PMC) and individual contractors could be held legally liable for their association with […]

Learn how China orchestrated its rare earths dominance

By Craig Hart

Explore the decision-making processes and financial flows that power China’s rare earths ecosystem.

MDBs must finance nuclear power—or Russia and China will

By Juzel Lloyd

The growing influence of Russia and China in global nuclear energy financing threatens to reshape the future of energy geopolitics. To address this, multilateral development banks must recognize nuclear energy as a vital tool for expanding energy access, and modernize outdated policies to support deployment.

British ambassador to the US: The UK must ‘become less dependent on America, while remaining inseparably linked’

By Peter Mandelson

In speaking at the Atlantic Council’s 2025 Christopher J. Makins Lecture, Peter Mandelson outlined how the United Kingdom and the rest of Europe can foster peace through military, economic, and technological strength.

Replace the Inflation Reduction Act with FUEL-AI

By Joseph Webster

To compete in the global AI race, the United States must dramatically expand its power supply. Replacing the Inflation Reduction Act with the FUEL-AI Act would reorient energy policy toward national security, fast-tracking domestic energy production and infrastructure to power America’s AI future.

Four energy deals Trump will look to make on his Middle East trip 

By Ellen Wald

President Trump’s upcoming trip to the Middle East will focus on advancing energy and commercial agreements, including securing Gulf investments in US manufacturing, increasing US LNG imports, deepening nuclear cooperation with Saudi Arabia, and locking in oil production commitments. These efforts are ultimately aimed at advancing broader geopolitical objectives—countering Russian influence and strengthening US energy dominance.