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

Oct 27, 2026

The United States needs an energy policy investors can bank on

By Brian Farnen and John-Henry Burke

Unlocking long-term private investment in US energy infrastructure requires a federal policy framework driven by performance, not political preference.

Energy & Environment Energy Markets & Governance

EnergySource

Oct 9, 2026

The war and the new energy narrative: How minerals redefine the Middle East’s strategic position

By Sara Vakhshouri

The Middle East crisis warrants diversification beyond energy exports into minerals, processing, manufacturing, and digital infrastructure partnerships.

Critical Minerals Energy & Environment

EnergySource

Sep 29, 2026

Yes, transmission is dull. Read this article anyway.

By Joseph Webster

Policymakers should prioritize electric power transmission to ensure the success of the US energy system.

Energy & Environment Energy Transitions

EnergySource

Sep 17, 2026

What von der Leyen’s SOTU speech got right about energy—and where the EU still needs to pivot

By Atlantic Council experts

The EU State of the Union address recognizes important energy system challenges but also leaves details on actions murky.

Energy & Environment Energy Transitions

EnergySource

Sep 9, 2026

No quick fixes for the squeeze on refined products

By Ben Cahill

US prices for refined products such as gasoline and diesel are soaring, underscoring the need for long-term planning mechanisms and safeguards to ensure reliable supply.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 2, 2026

The diesel shock is here. Which US states will be hit the hardest?

By Joseph Webster and Theo Aldrighi

Learn how the Strait of Hormuz closure is affecting states' supply and price of distillate fuel oil.

Energy & Environment Geopolitics & Energy Security

EnergySource

Sep 1, 2026

What the US executive order on bulk-power systems gets right—and what’s missing

By Landon Derentz, Frank Willey, Morgan D. Bazilian

The recently announced executive order on the US bulk-power system orders a sweeping review of security vulnerabilities. Experts assess the key opportunities and challenges.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 1, 2026

Four questions on the US-Venezuelan oil deal

By David L. Goldwyn, Andrea Clabough

The impact of the "historic" oil deal between the US and Venezuela will remain uncertain until several unresolved issues are addressed.

Energy & Environment Energy Markets & Governance

EnergySource

Aug 26, 2026

Electricity demand is rising. How can the US secure energy for its dual military and civilian needs?

By Chuck "Chim Chim" Dockery, Wilson RIckerson, Morgan D. Bazilian

US military bases rely on the civilian power grid and are just as vulnerable to blackouts as regular customers. New policies should prioritize supply and resilience for critical missions.

Energy & Environment Geopolitics & Energy Security

EnergySource

Aug 17, 2026

The oil shock is sorting Latin America. The dividing line is institutions, not barrels.

By Liliana Diaz

Latin American countries that have been resilient amid the oil shock show how the region as a whole can reset its energy agenda toward stability.

Energy & Environment Energy Markets & Governance
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