Recent analysis

Events

Programs

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

The Climate Resilience Center creates and delivers transformative solutions that improve lives, protect livelihoods, and expand opportunity for communities on the front lines of the climate crisis. The Center is committed to reaching one billion people around the world with resilience solutions to climate change by 2030.

The latest from EnergySource

Content

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

UkraineAlert

Sep 23, 2026

Putin’s Ukraine invasion has made Russia China’s junior partner

By Zahar Hryniv

Putin’s evident inability to secure Beijing’s backing for the Power of Siberia-2 pipeline is strengthening international perceptions that the invasion of Ukraine has reduced Russia to the status of China’s junior partner, writes Zahar Hryniv.

China Conflict

Dispatches

Sep 22, 2026

A diesel export ban could disrupt US supply chains

By Joseph Webster, Reid I’Anson, Theo Aldrighi, and Priscila Putzulu

There are second- and third-order consequences of a ban to consider, including what it would mean for Latin American countries.

Energy & Environment Oil and Gas

Dispatches

Sep 21, 2026

What to expect at the Trump-Xi summit in Washington

By Melanie Hart

The success of the meeting will likely hinge on just a few important issues, including artificial intelligence safety, Taiwan, and trade.

China Critical Minerals

Dispatches

Sep 21, 2026

Dispatch from Baku: Azerbaijan must look forward even amid Russian and Iranian conflicts

By Andrew D’Anieri

A recent visit to the Caucasus region reveals a country exposed to two wars, but also one that must not wait to chart its economic and diplomatic future.

Central Asia Economy & Business

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

MENASource

Sep 16, 2026

Could the GCC and Iran collaborate to solve the Strait of Hormuz crisis?

By Alia Brahimi

A Gulf-led maritime cooperation could break the Hormuz stalemate by offering Iran an off-ramp while preventing unilateral control.

Geopolitics & Energy Security Middle East

MENASource

Sep 15, 2026

Can oil deals reset US-Iraqi relations? 

By Yesar Al-Maleki

Iraq has a short window of time to rein in its militias and create favorable commercial conditions to improve ties with the US.

Energy & Environment Iraq

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

UkraineAlert

Sep 8, 2026

Ukrainian drone strikes are disarming Russia’s energy weapon

By Ana Lejava

For years, Russia wielded its energy capacity as a weapon against its neighbors to manipulate, coerce, and control. Ukraine’s strategic bombing campaign is now turning this energy weapon against Moscow itself, writes Ana Lejava.

Central Asia Conflict

Experts

Events