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The latest pieces from EnergySource

EnergySource

May 13, 2025

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

By Ellen Wald

President 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.

Energy & Environment Geopolitics & Energy Security

EnergySource

May 5, 2025

Make critical mineral spending matter this time  

By Ashley Zumwalt-Forbes

The United States has a crucial opportunity to translate large-scale funding into critical mineral stockpiling and resilient supply chains—but only if Congress structures spending to create durable markets. Without clear demand signals, real commercial offtakes, and price stability, proposed funding risks falling short of delivering on its potential.

Energy & Environment Energy Markets & Governance

Content

New Atlanticist

Feb 4, 2025

On Greenland, Trump’s choice is warmed-over McKinley or a landmark security deal

By Daniel Fried

A new deal with Denmark could give the United States the military access it needs and provide a basis for shared costs.

Energy & Environment Europe & Eurasia

Transcript

Feb 4, 2025

Jonathan Wilkinson: US and Canada need to ‘walk back from the brink’ and find new ways to cooperate—including on energy

By Atlantic Council

At an Atlantic Council event, the Canadian energy minister made the case for a US-Canada alliance on energy and minerals.

Energy & Environment Energy Markets & Governance

New Atlanticist

Feb 3, 2025

The green gold rush: Why renewable energy is Egypt’s next big opportunity

By Jonathan R. Cohen, Racha Helwa

Egypt’s abundant solar irradiance, strong wind corridors, and significant potential for cost-effective green hydrogen production give the country a competitive edge.

Africa Economy & Business

New Atlanticist

Feb 1, 2025

Experts react: Trump just slapped tariffs on Mexico, Canada, and China. What’s next?

By Atlantic Council experts

Our experts explain the economic and geopolitical implications of the US tariffs on Mexico, Canada, and China.

China Economy & Business

Freedom and Prosperity Around the World

Jan 30, 2025

Peru’s economy needs to unlock its green potential

By Liliana Rojas-Suarez

Peru’s green transition offers a path to prosperity through renewable energy, critical minerals, and job creation. Prioritizing infrastructure, labor market reforms, and human capital development can drive growth. Political consensus around this vision is key to overcoming institutional weaknesses and positioning Peru as a global leader in the green economy.

Economy & Business Energy Transitions

New Atlanticist

Jan 30, 2025

Tariffs on Canada and Mexico could hurt Trump’s quest for US energy dominance

By David L. Goldwyn, Joseph Webster

A trade war against Canada and Mexico could affect US energy prices and have significant geopolitical ramifications.

Energy & Environment Energy Markets & Governance

UkraineAlert

Jan 29, 2025

Can increased energy sector sanctions pressure Putin into peace talks?

By Aura Sabadus

US President Donald Trump has warned Russia that he will impose economic measures including taxes, tariffs, and sanctions unless Russian President Vladimir Putin agrees to end the war in Ukraine, writes Aura Sabadus.

Conflict Economic Sanctions

EnergySource

Jan 29, 2025

What China’s BYD really wants from EV investments in Mexico

By Haley Nelson

BYD, the world's largest EV manufacturer, is moving forward with plans to build a manufacturing plant in Mexico despite the country's ongoing trade friction with the US. This decision signals a wider strategy to embed Chinese influence in Mexico's energy infrastructure, given BYD's potential to dominate the market.

China Energy & Environment

EnergySource

Jan 29, 2025

Bigger than the Berlin Airlift: How NATO’s natural gas shut down a key Russian pipeline 

By Simon Lomax, Morgan Bazilian, and Greg Clough

NATO's formidable defense of Europe against Russian energy aggression has shut down one of the last natural gas connections between the EU and Russia. These efforts are reminiscent of the 1948 Berlin Airlift, and mark a moment in geopolitics, energy security, and climate progress that merits celebration.

Energy & Environment Europe & Eurasia

New Atlanticist

Jan 27, 2025

Expert context: What’s going on with Trump and the Panama Canal?

By Atlantic Council experts

With US President Donald Trump focusing on the critical waterway early in his second term, Atlantic Council experts explain how the canal came about, why it matters today, and what to expect next.

Economy & Business Latin America

Experts

Events