Recent analysis

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

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
Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

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
Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

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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The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

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The Climate Resilience Center creates and delivers transformative solutions that improve lives, protect livelihoods, and expand opportunity for communities on the front lines of the climate crisis. The Center is committed to reaching one billion people around the world with resilience solutions to climate change by 2030.

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The latest from EnergySource

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

EnergySource

Jun 27, 2025

Power Africa can help boost American energy dominance 

By Molly Moran

Power Africa was recently paused by the Trump administration as it undergoes review to determine its alignment with US national interests. To promote US energy dominance, the administration should reinstate Power Africa to boost US supply chain resilience, reduce dependence on China, and create opportunities for American companies.

Africa Energy & Environment

EnergySource

Jun 18, 2025

Energy security is only achievable through global partnerships

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

Africa Americas
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Content

Event Recap

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy. Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics

Coronavirus Energy & Environment

In the News

Mar 10, 2020

Katz quoted in Marketplace on oil prices and production

By Atlantic Council

Energy & Environment Energy Markets & Governance

UkraineAlert

Mar 10, 2020

Water for peace: Ukraine tests public opinion on a very dangerous deal

By Mykola Vorobiov

A number of politicians from President Zelenskyy's ruling party have recently spoken out in support of renewing water supplies to Russian-occupied Crimea. Is Zelenskyy preparing public opinion for a grand bargain to secure peace in eastern Ukraine?

Conflict Energy & Environment

New Atlanticist

Mar 10, 2020

Italy locks down whole country on coronavirus, New York cases rise

By Atlantic Council

Italy imposed a country-wide lockdown to contain the spread of coronavirus, imposing travel restrictions and a “stay home” order as carriers including British Airways suspended flights. Cases in New York overtook those in Washington and California, while China showed signs of a slowdown in infections.

Economy & Business Energy & Environment

New Atlanticist

Mar 9, 2020

Italy imposes “massive shock therapy”; Oil, stock markets tumble

By Atlantic Council

The number of cases of Coronavirus surpassed 110,000, while oil prices had their sharpest falls in almost thirty years, roiling stock markets worldwide. Italy imposed a lock-down of swathes of the wealthy north of the country, affecting 16 million people, in a bid to contain the spread of the virus.

Economy & Business Energy & Environment

New Atlanticist

Mar 9, 2020

Saudi Arabia and Russia feud over coronavirus oil response: Will everyone lose?

By David A. Wemer

"While Russia’s decision last week not to support OPEC’s proposal for a production cut and the subsequent oil price war—which as of publishing has pushed Brent crude down more than 9 percent—is surely part of the larger story of the economic impacts of the coronavirus outbreak, it is actually better understood as a geopolitical story about how US energy production growth has strengthened the United States’ international posture, which in turn has reshaped a number of global relationships," Randolph Bell says.

Coronavirus Energy Markets & Governance

Press Release

Mar 6, 2020

Atlantic Council releases strategy for driving energy growth in Western Hemisphere

Results shaped by collaborative, multi-nation effort commissioned by US Department of Energy to leverage the region’s energy potential WASHINGTON, DC – March 6, 2020 – The Atlantic Council today released an ambitious strategy report focused on accelerating the development of energy resources in the Western Hemisphere. The report, titled A New Energy Strategy for the […]

Energy & Environment

In the News

Mar 6, 2020

Cohen in Forbes: OPEC+ talks collapse sending crude prices to 2017 lows

By Atlantic Council

Energy & Environment International Markets

Report

Mar 6, 2020

A new energy strategy for the Western Hemisphere

By David L. Goldwyn

The Western Hemisphere is full of potential and we have the opportunity to galvanize it into an energy powerhouse. This new US energy strategy for the Western Hemisphere will help raise the global competitiveness of the hemisphere, advance its shared prosperity, and improve national and energy security as a result.

Americas Climate Change & Climate Action

New Atlanticist

Mar 5, 2020

California declares state of emergency, UK cases jump

By Atlantic Council

California declared a state of emergency to contain the spread of coronavirus, as a cruise ship with sick passengers and crew stood offshore from San Francisco. The UK reported a jump in cases, while Italy took unprecedented steps even after the closure of schools and universities yesterday.

Economy & Business Energy & Environment
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Experts

European Leadership Accelerator Participant

Lukasz Lisicki

Policy Assistant to the Director-General for Energy, European Commission

Millennium Leadership Program

Central Europe Energy & Environment

Fellow

Jennifer Turner

Nonresident Fellow

Global China Hub

China Chinese

European Leadership Accelerator Participant

Pauline Deschryver

Senior Manager, DTEK Group

Millennium Leadership Program

Africa Central Europe

Fellow

Afaq Hussain

Nonresident Senior Fellow

Rafik Hariri Center & Middle East programs

Economy & Business Energy & Environment

Fellow

Andrei Covatariu

Nonresident Senior Fellow

Global Energy Center

Eastern Europe Energy & Environment

Fellow

Sergio Guzmán

Nonresident Journalist Fellow

Global China Hub

Americas Caribbean
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