Recent analysis

Scaling CCUS: Catalyzing policy and financial innovation

New Atlanticist May 25, 2025

What Trump’s new executive orders mean for the US nuclear energy industry

By Jennifer T. Gordon

The US president signed four executive orders on May 23 intended to usher in an “American nuclear renaissance.”
Energy & Environment Nuclear Energy
Scaling CCUS: Catalyzing policy and financial innovation

EnergySource May 21, 2025

Replace the Inflation Reduction Act with FUEL-AI

By Joseph Webster

To compete in the global AI race, the United States must dramatically expand its power supply. Replacing the Inflation Reduction Act with the FUEL-AI Act would reorient energy policy toward national security, fast-tracking domestic energy production and infrastructure to power America’s AI future.
Energy & Environment Energy Transitions
Scaling CCUS: Catalyzing policy and financial innovation

GeoTech Cues May 21, 2025

To build tomorrow’s power grid, the United States should look to geothermal energy

By Sudeep Kanungo, Will LaRivee

Geothermal energy offers a promising solution for stable, reliable baseload power. But to unlock its full potential, the US government must take action to reduce the barriers to entry for industry.
Energy & Environment Energy Markets & Governance

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Public Event Wed, October 8, 2025 • 9:00 am ET

2025 Energy & Defense Summit
Defense Policy Energy & Environment Energy Markets & Governance Geopolitics & Energy Security

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The latest from EnergySource

EnergySource

Jul 18, 2025

Ground-zero for the US AI energy challenge: A state-level case study

By Andrea Clabough

Virginia’s AI data center boom could double the state’s power demand within a decade, forcing residents’ electricity bills higher. But with careful planning and partnerships, policymakers can balance energy, economic, and emissions goals.

Artificial Intelligence Energy & Environment

EnergySource

Jul 14, 2025

Europe has a heating strategy—now it needs one for cooling

By Andrei Covatariu

A record-breaking heat wave exposes Europe’s haphazard approach to cooling, that leaves core challenges unaddressed. Targeted actions must be taken quickly to shore up this cornerstone of public health, economic stability, and geopolitical security.

Energy & Environment English

EnergySource

Jun 27, 2025

Strong currents, stronger alliances: Reinforcing the EU’s Black Sea energy strategy through transatlantic collaboration  

By Andrei Covatariu

The EU’s recently released Black Sea strategy will thrive only with robust transatlantic collaboration. This relationship will be crucial to stabilizing the region’s energy security, facilitating its energy transition, and ensuring that initiatives align with geopolitical and national security objectives.

Energy & Environment Energy Markets & Governance
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Content

EnergySource

Sep 15, 2020

Scaling CCUS: Catalyzing policy and financial innovation

By Emily Burlinghaus, Reed Blakemore, Lee Beck

Carbon capture, utilization, and storage (CCUS) is critical to decarbonizing heavy industry and meeting global climate goals. But significant roadblocks to financing have prevented the ability of industry to scale up CCUS projects. New financing tools and a coordinated approach by policy makers, industry representatives, and financial institutions can help CCUS drive the energy transition.

Energy & Environment Energy Transitions

EnergySource

Sep 14, 2020

Turkey’s gas find in the Black Sea: How big is this Tuna?

By Ariel Cohen and Talya Yuzucu

Turkey is a primary destination for US liquefied natural gas (LNG), but a change may be over the horizon. In late August, Turkey's president Recep Tayyip Erdoğan announced that the Turkish Petroleum Corporation (TPAO)'s drilling ship FATIH discovered a 320 billion cubic meters (bcm) of natural gas reserves in the Black Sea, within the western part of Turkey's Exclusive Economic Zone (EEZ).

Geopolitics & Energy Security Oil and Gas

In-Depth Research & Reports

Sep 14, 2020

Innovation in Nuclear Energy Technologies: Implications for US National Defense

By Dr. Robert F. Ichord, Jr. and Dr. Jennifer T. Gordon

The US Department of Defense (DOD) has the potential to play a significant role bringing advanced reactor technology to demonstration and, ultimately, commercialization. Possible US military applications of advanced reactors—especially micro nuclear reactors (MNRs)—include deployment to remote bases that are challenging to supply with fuel; power systems for directed-energy weapons; and nuclear energy systems for space flight and off-world bases. This issue brief explores the challenges and opportunities inherent in DOD’s procurement of MNRs.

Defense Technologies Energy & Environment

In the News

Sep 10, 2020

Cohen quoted in Deutsche Welle on sanctions related to Nord Stream 2
Economic Sanctions Energy & Environment

UkraineAlert

Sep 6, 2020

Has Vladimir Putin poisoned his pet pipeline project?

By Diane Francis

Germany had long resisted US calls to abandon the Nord Stream 2 gas pipeline project, but the poisoning of Russian opposition leader Alexei Navalny has now sparked a dramatic shift in German opinion.

Economic Sanctions Geopolitics & Energy Security

New Atlanticist

Sep 3, 2020

Navalny, Novichok, and Nord Stream II

By John M. Roberts

The attempted assassination of Russian dissident Alexei Navalny could prove to be the final nail in the coffin of one of Russia’s biggest energy projects: the €9.5 billion ($10.5 billion) Nord Stream II gas pipeline to Germany.

Geopolitics & Energy Security Germany

UkraineAlert

Sep 3, 2020

Ukraine quietly launches a gas market revolution

By Oleksandr Kharchenko

A gas market revolution has just taken place in Ukraine. This significant development has occurred without much fanfare, but it comes following five long years of intense political battles.

Energy Markets & Governance Oil and Gas

EnergySource

Sep 2, 2020

California’s blackouts and renewable energy: Culprit or imperative?

By Leslie Hayward

In mid-August, California made headlines when several days of rolling blackouts coincided with a massive heatwave, with up to three million residents facing up to four hours of power outages. For Californians, this crisis must prompt an examination of both the grid management practices that contributed to these blackouts, and the optimal way to store or supplement wind and solar power. And while many were quick to blame the blackouts on the states's growing reliance on renewables, the underlying causes for the crisis can only be mitigated with more clean energy.

Climate Change & Climate Action Energy & Environment

EnergySource

Aug 31, 2020

Nuclear cooperation can bolster US-Slovenia ties

By Olga Khakova

Nuclear energy will be essential to meeting Slovenia’s climate neutrality goals and strengthening the country’s energy self-sufficiency. Increased US-Slovenia cooperation on nuclear development will bolster transatlantic ties and ensure safe and transparent nuclear plant operations.

Energy Transitions Europe & Eurasia

EnergySource

Aug 28, 2020

Amidst deteriorating US – China relations, energy trade picks up in Q2

By Reed Blakemore and Reid I'Anson

Despite a precipitous decline in US-Chinese relations over the past month and a half, energy trade during the second quarter of 2020 remained robust as positive economic incentives outweighed the diplomatic tit-for-tat currently dominating headlines

China Energy & Environment
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Experts

Fellow

Bachir Ismael Ouedraogo

Nonresident Senior Fellow, N7 Initiative

Rafik Hariri Center & Middle East programs

Africa Energy & Environment

European Leadership Accelerator Participant

Kipkorir Koskei

2025 European Leadership Accelerator participant

Millennium Leadership Program

Africa Energy Markets & Governance

Fellow

Thomas Storch

Distinguished fellow, N7 Initiative

Rafik Hariri Center & Middle East programs

Economy & Business Energy Markets & Governance

Fellow

Trevor H. Rudolph

Nonresident Senior Fellow

GeoTech Center

Cybersecurity Europe & Eurasia

Fellow

Jeppe Kofod

Distinguished Fellow

Global Energy Center

Energy & Environment Europe & Eurasia

Fellow

Rza Aliyev

Nonresident Senior Fellow, N7 Initiative

Rafik Hariri Center & Middle East programs

Azerbaijani Central Asia
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Events

Public Event Wed, October 8, 2025 • 9:00 am ET

2025 Energy & Defense Summit
Defense Policy Energy & Environment Energy Markets & Governance Geopolitics & Energy Security