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The Big Story

Oct 21, 2026

The new Middle East is modular

By Jonathan Panikoff

In the Middle East today, states are aligning issue by issue, not choosing sides. They cooperate in one area and compete in the next. This modular alignment is shaping the region, even as it manages the shocks of war and energy-market volatility.

Geopolitics & Energy Security Middle East

Dispatches

Oct 21, 2026

Washington should stop expecting the Gulf to speak with one voice

By Joze Pelayo

Gulf states are emerging from the Iran war with different conclusions about how to protect themselves and deal with Tehran.

Energy & Environment Iran

Report

Oct 20, 2026

The European Union as a compound power in Cold War 2.0

By Piotr Arak and Velina Tchakarova

Contrary to the prevailing narrative, the European Union has the economic power and strategic vision to act as a credible major power. Willingness to act is the missing piece.

Defense Industry Energy Transitions

Issue Brief

Oct 20, 2026

Canadian west coast oil as a hedge for East Asian energy security

By Joseph Webster

Canadian oil imports can provide insurance and reliability for East Asian countries amid the instability of oil supply from the Middle East.

Energy & Environment Energy Markets & Governance

Dispatches

Oct 19, 2026

Four ways the midterms can reshape US energy policy

By Andrea Clabough, David L. Goldwyn

The next Congress has options to act, particularly if one or both chambers shift from a Republican to a Democratic majority.

Elections Energy & Environment

Issue Brief

Oct 14, 2026

Optimizing the NATO 1.5 percent investment commitment for energy security

By Chuck Dockery, Joel Spangenberg, Thomas Winter

NATO's 1.5 percent resilience pledge can be leveraged to build a capability-based energy framework, drawing from lessons in Ukraine and globally.

Energy & Environment Europe & Eurasia

Issue Brief

Oct 14, 2026

Ensuring US military readiness in the face of water, power, and fuel shortages

By Michael Dunn, Abraham Holland, Marcus Lee

US overseas military installations depend on host nations for power, fuel, and water. A comprehensive review and investment plan is urgently needed to meet the energy and infrastructure security requirements of modern warfare.

Energy & Environment Europe & Eurasia

Dispatches

Oct 13, 2026

Energy is upending Ukraine peace talks. Our experts explain why.

By Atlantic Council experts

Our experts weighed in on the latest developments, from the "energy ceasefire" announcement to the US-Russia diesel deal.

Energy & Environment Energy Markets & Governance

GeoTech Cues

Oct 13, 2026

Why is electrification no longer “woke”?

By Mahmoud Abouelnaga

Once a culture-war issue, electrification is now an AI- and Iran war-era necessity.

Artificial Intelligence Energy & Environment

EconoGraphics

Oct 12, 2026

Live updates from the IMF-World Bank Annual Meetings in Thailand as financial leaders take on AI, debt, and geopolitical upheaval

By Atlantic Council experts

Our experts are on the ground talking to leaders and getting the behind-the-scenes scoop on how the Bretton Woods institutions are taking on the most urgent challenges in the global economy.

Economy & Business Energy & Environment

Experts

Events