EnergySource

EnergySource

EnergySource provides analysis and insight on key energy issues, making sense of key energy trends and their implications for geopolitics, geoeconomics, policy, and markets.

Content

EnergySource

Jul 9, 2026

Five lessons from the oil market shock

By Ben Cahill

The past four months of the Hormuz crisis have surprised energy analysts. Taking stock of the impacts hints at structural changes to come.

Energy & Environment Energy Markets & Governance

EnergySource

Jul 8, 2026

The US paper fleet: The Jones Act and the 2026 Iran war stress test

By Morgan D. Bazilian, Jahara Matisek, Alex Gilbert, and Jamie Webster

The Hormuz crisis demonstrates that the Jones Act is no longer fit for purpose. It's time to update US maritime policy starting with the elimination of the domestic build rule.

Energy & Environment Energy Markets & Governance

EnergySource

Jul 2, 2026

With US sanctions temporarily lifted, is Iranian crude back on the menu?

By Lize de Kruijf, Chloe O’Connor

The US-Iran deal waives sanctions on Iranian oil sales, but Washington will need further steps to meaningfully shift global crude trade and ensure clearer visibility into Iranian oil transactions.

Dollar Dominance Energy & Environment

EnergySource

Jul 1, 2026

US nuclear power in state energy planning: A policy roadmap

By Julianne Szyper

To meet growing electricity demand in the US, states must shape the policy, economic, and regulatory environment necessary to build new nuclear reactors and their supply chains.

Energy & Environment Nuclear Energy

EnergySource

Jun 12, 2026

How to build energy resilience in an uncertain, contested world

By Charles Hendry, David L. Goldwyn, Lee Beck, Phillip Cornell, Ben Cahill

Read the reflections of Atlantic Council experts on the 2026 Global Energy Forum that explored how the US, allies, and partners can fortify interconnections against the weaponization of energy.

Energy & Environment Europe & Eurasia

EnergySource

Jun 12, 2026

Conflicts are jolting energy systems. Will they cause ‘structural breaks’?

By Global Energy Center

At the 2026 Atlantic Council Global Energy Forum, policy experts shared lessons learned from ongoing wars and explored potential future energy outcomes.

Energy & Environment Energy Markets & Governance

EnergySource

Jun 11, 2026

Caribbean countries are feeling the squeeze from this energy crisis—and not just from gas prices

By Katherine Golden

At the 2026 Global Energy Forum, two Caribbean leaders explained that small island developing states are feeling the pinch of this crisis, in the form of high gas prices and shrinking climate adaptation finance.

Caribbean Climate Change & Climate Action

EnergySource

Jun 10, 2026

Leading bipartisan lawmakers on how to achieve US energy ‘dominance’

By Katherine Golden

At the 2026 Global Energy Forum, lawmakers leading the charge on US energy security discussed their efforts and the role that allies can play.

China Critical Minerals

EnergySource

Jun 10, 2026

Europe’s route out of this energy crisis, as mapped by Cyprus and Greece

By Katherine Golden

At the 2026 Global Energy Forum, Greece's Stavros Papastavrou and Cyprus’s Michael Damianos outlined how the energy system is reshaping around the Eastern Mediterranean.

Energy & Environment

EnergySource

Jun 9, 2026

The global energy demand era calls for major change—here’s how countries are pivoting

By Global Energy Center

Energy experts, policymakers, and business leaders at the Atlantic Council's tenth Global Energy Forum share their insights into the current crisis and the path toward a more energy secure future.

Energy & Environment Energy Markets & Governance
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