Content

Issue Brief

Oct 2, 2026

The risks of the strategic petroleum reserve’s four-decade low

By Jamie Webster and Morgan D. Bazilian

The US Strategic Petroleum Reserve has reached a historic low. As oil markets continue to tighten, refilling the reserve will become increasingly difficult.

Energy & Environment Energy Markets & Governance

Issue Brief

Sep 29, 2026

The strategic rationale for closer investment ties between Europe and the Gulf

By Jeffrey Lightfoot

Europe and the Gulf both stand to benefit from investing more in each region. Which projects make the most sense?

Economy & Business Europe

Issue Brief

Sep 29, 2026

Trade and connectivity in the Europe-Gulf strategic partnership

By Valbona Zeneli

Boosting trade between European and Gulf states requires progress on two key projects planned to connect the regions: the India-Middle East-Europe Economic Corridor, and a free trade agreement. Can the disruption caused by the Iran war provide an impetus to move these stalled projects forward?

Economy & Business Europe

Issue Brief

Sep 29, 2026

Three principles to guide European-Gulf defense cooperation

By Jean-Loup Samaan

How can Europe and Gulf cooperate more effectively on defense?

Defense Industry Europe

Issue Brief

Sep 29, 2026

How Europe and the Gulf can unite behind an energy-transition agenda

By Ariel Ezrahi

European and Gulf states share a strong interest in restoring the free flow of energy cut off by the Iran war, and in reducing their economies' exposure to chokepoints like the Strait of Hormuz. What's their best path forward?

Energy Transitions Europe

Issue Brief

Sep 24, 2026

The Saudi economy can hold out through year’s end—even if oil exports drop to zero

By Khalid Azim

First the Strait of Hormuz closed, so Saudi Arabia started sending more oil over land through its East-West Pipeline. Then drone strikes damaged the pipeline, and the Iran-backed Houthis fired missiles near the pipeline’s Red Sea terminus. Does Saudi Arabia need to plan for a near term without meaningful oil exports?

Economy & Business Energy & Environment

Report

Sep 23, 2026

Building a multilateral cognitive warfare defense network: A collaborative framework for the United States, Japan, and Taiwan

By Yu-Hao “Vinson” Shen

Beijing is pressuring Japan, South Korea, Taiwan, and the Philippines not only with ships and aircraft but also in the cognitive domain—which no multilateral mechanism defends. This report explores what it would take to build a coordinated multilateral defense network to combat this threat across the first island chain.

Artificial Intelligence China

Issue Brief

Sep 17, 2026

Fortifying USMCA through US–Mexico investment screening coordination

By the US–Mexico Binational Task Force on Economic Security and Competitiveness

One of the biggest blind spots in the US-Mexico-Canada trade agreement is its treatment of capital and foreign investment screening. The current review presents an opportunity to address this and build a safer North America.

Critical Infrastructure Policy Economy & Business

In-Depth Research & Reports

Sep 11, 2026

Submission to the UN: Advancing the just repatriation of illicit funds 

By Britt Gronemeyer, Celeste Kmiotek

How can the UN and the international community ensure that when illicit funds are seized, victims of the illicit activity benefit? The Atlantic Council's Strategic Litigation Program contributed a brief to the UN's High Commissioner for Human Rights with six key recommendations on the subject.

Corruption Financial Crimes & Illicit Trade

Issue Brief

Sep 8, 2026

Turning early alignment into a durable US-Colombia partnership

By Carolina Barco and Kevin Whitaker

One month into President Abelardo de la Espriella’s administration, early alignment with the Trump administration creates an opening to strengthen US-Colombia cooperation on security, trade and investment, regional stability, and Venezuela’s recovery.

Americas Colombia