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The latest pieces from EnergySource

EnergySource

Apr 29, 2025

Can Nord Stream really rise from the dead? 

By Alan Riley

Despite recent discussions between Moscow and Washington over restarting the Nord Stream pipelines, legal, financial, and political hurdles make reopening them improbable. Multimillion dollar claims against Gazprom along with US stakes in the European LNG market are likely to severely limit support for Russian gas flows to the EU.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 28, 2025

If Russian gas returns to Europe, it must go through Ukraine

By Sergiy Makogon

The resumption of Russian gas supplies to Europe as part of a potential cease-fire agreement in Ukraine is under discussion, but any such flows would need to transit through Ukraine rather than Nord Stream or other routes. To safeguard regional stability, the EU, Ukraine, and the US must enforce strict safeguards to avoid renewed dependency and prevent Russia from once again weaponizing its energy exports.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 23, 2025

Illicit mineral supply chains fuel the DRC’s M23 insurgency 

By Clarkson Kamurai, Brad Handler, and Morgan Bazilian

The illicit trade of mined materials is fueling the M23 insurgency in the eastern Democratic Republic of the Congo (DRC), threatening regional stability and hindering development. As the United States considers a minerals-for-security agreement with the DRC, international engagement, ethical sourcing practices, and strengthened oversight are critical to fostering long-term peace in this resource-rich region.

Africa Democratic Republic of the Congo

Content

New Atlanticist

Apr 14, 2020

Oil price war ends, but coronavirus demand crisis remains

By Reed Blakemore

The result of the OPEC+ marathon negotiations should help restore some positive market sentiment and possibly firm up something of a price floor over the short term. However, the impact of a month-long price war, amidst deteriorating oil demand, risks eventually drawing the deal into sharp relief over the next few weeks.

Coronavirus Energy Markets & Governance

New Atlanticist

Apr 14, 2020

Putin concedes defeat in the oil price war

By Anders Åslund

Russia's price war with Saudi Arabia backfired, and Putin's backtracking may signal that he is starting to sour on one of his key officials.

Coronavirus Oil and Gas

In the News

Apr 13, 2020

Bell quoted in Politico on OPEC diplomacy and US oil jobs

By Atlantic Council

Energy & Environment Oil and Gas

New Atlanticist

Apr 12, 2020

OPEC’s historic deal may still not be enough

By Randolph Bell and Reed Blakemore

On April 12, a meeting of the Organization of the Petroleum Exporting Countries (OPEC) and ten other oil producing countries (known as OPEC+) reached a historic deal to cut 9.7 million barrels per day (bpd) to meet the historic challenge of a COVID-19-driven drop in demand. But as the oil market digests OPEC’s and OPEC+’s largest-ever single oil production cut in the face of an overwhelming demand shock, the question remains: will it be enough?

Oil and Gas Russia

In the News

Apr 10, 2020

Cohen in Forbes: Too Little Too Late? Russia And Saudi Arabia Reach Truce In Oil Price War

By Atlantic Council

Oil and Gas Politics & Diplomacy

New Atlanticist

Apr 9, 2020

The compelling incentives for Saudi-Russian rapprochement

By Alan Riley

The impact of this price war combined with the demand destruction triggered by the impact of the coronavirus are likely to force both Russian and Saudi Arabia back to the negotiating table to agree a deal which will—at least in substance—restore OPEC plus, sooner rather than later.

Coronavirus Energy Markets & Governance

EnergySource

Apr 9, 2020

Hurdles to OPEC++

By Phillip Cornell

This week in oil markets has an air of suspended animation. Will an international production deal materialize? The answer is “perhaps,” but probably not in the volumes necessary to balance the market and only after Moscow extracts concessions.

Geopolitics & Energy Security Oil and Gas

In the News

Apr 8, 2020

Bell quoted in International Business Times on coronavirus’s energy impact

By Atlantic Council

Coronavirus Energy & Environment

In the News

Apr 8, 2020

Bell and Goldwyn quoted in Gestión (Spanish) on falling oil prices in Latin America amidst coronavirus

By Atlantic Council

Coronavirus Latin America

Diversity, Equity, and Inclusion

Apr 8, 2020

Atlantic Council Announces 2020-2021 Women Leaders in Energy Fellowship Class

WASHINGTON, DC – April 8, 2020 – The Atlantic Council Global Energy Center announced today the selection of its 2020-2021 class of fellows for its Women Leaders in Energy Fellowship. The Fellowship is a one-year, nonresident program for early to mid-career rising women leaders in the energy and climate field with an interest in policy. […]

Energy & Environment

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