Recent analysis

The role of oil and gas companies in the energy transition

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
The role of oil and gas companies in the energy transition

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
The role of oil and gas companies in the energy transition

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 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

Global Energy Forum

Jan 9, 2020

The role of oil and gas companies in the energy transition

By Robert ("RJ") Johnston, Reed Blakemore, and Randolph Bell

Many oil and gas companies have recognized the need to decarbonize the energy system to avoid the impacts of climate change. Initial industry efforts to play a role in the energy transition show sincerity and promise. Yet the urgent need for more oil and gas production for the foreseeable future suggests that a comprehensive framework for the oil and gas industry to support a low-carbon future while simultaneously ensuring the world has enough energy to meet development and economic growth goals has yet to be fully developed. What role can the oil and gas industry play lead the way to an energy-rich, globally prosperous, low-carbon future?

Energy Transitions Oil and Gas

Issue Brief

Jan 9, 2020

Election 2020: What’s at stake for energy policy?

By David L. Goldwyn, Andrea Clabough

As the US presidential election in November 2020 draws nearer, the energy policy platforms—including domestic energy, climate change, foreign, and trade policies—from the Democratic candidates, as well as the energy policies of a potential second Trump Administration, have become increasingly clear.

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 9, 2020

International co-financing of nuclear reactors between the United States and its allies

By Jennifer T. Gordon

As Russia and China seek out third-party countries with demand for nuclear energy, can the United States and its allies determine how to cooperate on co-financing agreements and become greater than the sum of their parts?

Geopolitics & Energy Security Nuclear Energy

Global Energy Forum

Jan 9, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
Manufacturing facility

Global Energy Forum

Jan 9, 2020

The Saudi Aramco-SABIC merger: How acquiring SABIC fits into Aramco’s long-term diversification strategy

By Private: Jean-François Seznec

Throughout 2019, financial markets have watched the planned Saudi Aramco initial public offering (IPO), which was finally launched in December. A quieter, but no less significant, story was the Saudi oil company’s acquisition of SABIC. Saudi Aramco strove to have a successful IPO, especially through increased transparency and diversification, and the SABIC acquisition was a key element of Saudi oil company's diversification strategy. Going forward, what does the merger mean for both companies, what is the new relationship between Saudi Aramco and SABIC, and what are the merger’s implications for the intricate relationship between the various bureaucracies and leadership in Saudi Arabia?

Energy Markets & Governance Energy Transitions

In the News

Jan 8, 2020

Cohen in Forbes: Turkey-Libya Maritime Deal Upsets Mediterranean Energy Plan

By Atlantic Council

Energy & Environment Europe & Eurasia

New Atlanticist

Jan 8, 2020

Iran’s missiles may have avoided the worst outcome

By Thomas S. Warrick

If there had been significant US casualties, the world would have awoken to the dawn of a regional war, because the Trump administration would have been compelled to attack the launch sites in Iran—and probably other targets in Iran, also. If the present news holds, the situation is slightly less dangerous, if still perilous.

Conflict Geopolitics & Energy Security

New Atlanticist

Jan 8, 2020

Washington and Tehran can step back – if they want to

By William F. Wechsler

After the January 8 Iranian missile attacks on Iraq, a successful tactical de-escalation requires both that the Iranian leadership intends for its military actions not to be escalatory and that the Trump administration perceives those actions as they were intended. In the absence of direct communications between the United States and Iran, however, the potential for misunderstanding and thus the risk of miscalculation remains high.

Conflict Geopolitics & Energy Security

New Atlanticist

Jan 7, 2020

The 11th hour transit deal is a relief for European energy consumers and a pivotal opportunity for Ukraine’s future energy strategy

By Olga Khakova

The Naftogaz agreement with Gazprom is a cautious win for Ukraine, the agreement buys time for the country to reform its energy sector, which will be critical for Ukraine’s energy security, regardless of future contracts with Gazprom.

Energy Markets & Governance Geopolitics & Energy Security

New Atlanticist

Jan 6, 2020

Shaping the global future together: the Council’s “Top fifteen hits” of 2019

By Frederick Kempe

We look back at the Atlantic Council's top work of 2019 galvanizing US leadership alongside partners and allies to tackle the most pressing challenges confronting our nation and our world.

Africa Americas
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Experts

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

Staff

Alexander Young

Project Assistant

Forward Defense Scowcroft Center for Strategy and Security

Defense Industry Europe & Eurasia

Active affiliation

Nic Adams

Nonresident Senior Fellow

Scowcroft Middle East Security Initiative

Energy & Environment Middle East
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