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

Jun 27, 2025

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.

Africa Critical Minerals

EnergySource

Jun 18, 2025

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.

Africa Americas

EnergySource

Jun 17, 2025

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.

Africa Americas

EnergySource

Jun 16, 2025

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.

China Energy & Environment

EnergySource

Jun 13, 2025

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.

Energy & Environment Geopolitics & Energy Security

EnergySource

Jun 11, 2025

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.

Energy & Environment Europe & Eurasia

EnergySource

Jun 2, 2025

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.

China Energy & Environment

EnergySource

May 21, 2025

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.

Energy & Environment Energy Transitions

EnergySource

May 13, 2025

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

By Ellen Wald

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.

Energy & Environment Energy Markets & Governance

EnergySource

May 9, 2025

Environmental risk weighs heavily on the possible rewards of deep sea mining 

By William Yancey Brown

Despite growing political momentum to advance deep sea mining for critical minerals, the practice remains at odds with existing US and international environmental laws. Current proposals fail to meet legal standards, and the potential for irreversible damage to marine ecosystems raises serious concerns.

Critical Minerals Energy & Environment
Load More