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UkraineAlert

May 20, 2025

US-Ukraine minerals deal creates potential for economic and security benefits

By Svitlana Kovalchuk

The recently signed US-Ukrainian minerals deal places bilateral ties on a new footing and creates opportunities for long-term strategic partnership, writes Svitlana Kovalchuk.

Conflict Critical Minerals

MENASource

May 15, 2025

Feeding the ‘water mafia’: Sanctions relief and Iran’s water crisis

By Nik Kowsar

Trump comments mark the first time a US president acknowledges a "water mafia": a connected network responsible for ecological catastrophes.

Climate Change & Climate Action Energy & Environment

Issue Brief

May 14, 2025

The United States’ role in managing the nuclear fuel cycle

By Kemal Pasamehmetoglu

Global nuclear energy generation is likely to increase significantly in the next few decades. This expansion provides an opportunity for the United States to shape the global nuclear energy landscape and set a high bar for standards of safety, security, and nonproliferation for the nuclear fuel cycle.

Climate Change & Climate Action Critical Minerals

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

New Atlanticist

May 8, 2025

Trump’s Gulf gamble: Oil, conflicts, and opportunities in a high-stakes visit

By Racha Helwa

Trump’s trip to the Middle East is a pivotal opportunity to reimagine US–Gulf relations for a new era.

Macroeconomics Oil and Gas

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

UkraineAlert

May 1, 2025

Cautious optimism in Kyiv as Ukraine reacts to landmark US minerals deal

By Peter Dickinson

There was a sense of cautious optimism in Kyiv on Thursday morning as Ukrainians reacted to news that a long-awaited natural resources agreement with the United States had finally been signed, writes Peter Dickinson.

Conflict Critical Minerals

New Atlanticist

Apr 30, 2025

Experts react: At last, the US and Ukraine signed a minerals deal. Here’s what to expect next.

By Atlantic Council experts

After months of wrangling, Washington and Kyiv quietly finalized a much-anticipated agreement on April 30. Atlantic Council experts dig into the details.

Critical Minerals Geopolitics & Energy Security

Fast Thinking

Apr 29, 2025

Canada’s voters send a message to Washington—and the world

By Atlantic Council

Our experts explain what the Liberals’ election victory means for Canada’s relations with Washington and approach to foreign policy.

Economy & Business Elections

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