Recent analysis

Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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
Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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
Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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

Events

Flagship Event Tue, June 17, 2025 • 9:00 am ET

2025 Global Energy Forum

The ninth Atlantic Council Global Energy Forum will be held June 17 and 18 in Washington, DC.
Africa Americas Climate Change & Climate Action Energy & Environment
Online Event Mon, June 23, 2025 • 8:00 pm ET

The next decade: Shaping the future of US-ROK nuclear cooperation
Energy & Environment Nuclear Energy

Programs

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 17, 2025

The energy system is more complex than ever: navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national […]

Africa Americas

EnergySource

Jun 16, 2025

US global leadership in the age of electricity

By Robert F. Ichord, Jr.

Amid shifting geopolitics and the emerging “age of electricity,” the United States has an opportunity to assert global leadership in energy and security. Through foreign policy, the Trump administration can leverage US strengths in natural gas, nuclear power, and emerging energy technologies to engage allies in building a secure and resilient global electricity system.

China Energy & Environment

EnergySource

Jun 13, 2025

The strategic reserve and the Israel-Iran conflict

By Joseph Webster, Landon Derentz

The US Strategic Petroleum Reserve is well-stocked and poised to help ease market pressures amid growing tensions stemming from Israel’s strikes on Iran. Rising domestic production, strong export capacity, and high net import cover collectively enable the United States to respond decisively while preserving energy stability at home.

Energy & Environment Geopolitics & Energy Security
Read More from EnergySource

Content

In the News

Jan 5, 2024

Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks
Energy Markets & Governance Middle East

In the News

Dec 29, 2023

Wald and Shaffer quoted in S&P Global Commodity Insights on Iranian sanctions, ties to Houthis, and crude oil supplies
Economic Sanctions Energy Markets & Governance

In the News

Dec 28, 2023

Wald featured in Bloomberg Surveillance podcast discussing global oil markets in Middle East geopolitics
Energy Markets & Governance Geopolitics & Energy Security

Atlantic Debrief

Dec 21, 2023

#AtlanticDebrief – How do China’s economic trends impact Europe? | A Debrief from Niels Graham

Rachel Rizzo sits down with Niels Graham to discuss his report on Chinese manufacturing overcapacity and impacts to EU and global green goods trade.

China Economy & Business

China-MENA Podcast

Dec 21, 2023

Performative or Substantive Engagement? China & Russia in the Middle East

By Atlantic Council

Li-Chen Sim and Mark Katz join us to explore the growing collaboration between China and Russia and its impact on the Middle East, including the amplification of influence through media collaboration as a force multiplier.

China East Asia

In the News

Dec 20, 2023

Tran cited by Investopedia on Red Sea attacks disrupting global trade

Read the full article here.

International Markets Oil and Gas

Issue Brief

Dec 20, 2023

Up for grabs? The Western Balkans’ aging energy systems place it between East and West

By Aleksandar Kovacevic

The Western Balkans' hydropower can help Europe's pursuit of energy security. Failure to act on this potential brings significant costs.

Energy & Environment Europe & Eurasia

New Atlanticist

Dec 20, 2023

What’s behind the attacks on ships in the Red Sea

By Ellen Wald

Houthis have increased drone and missile attacks against commercial ships in the area, and companies are suspending routes through the Suez Canal.

Economy & Business Energy & Environment

In the News

Dec 20, 2023

Sullivan quoted in Business Day on oil trade and traffic in the midst of Houthi attacks
Energy Markets & Governance Middle East

Report

Dec 20, 2023

The future of clean energy in the Americas

By Wazim Mowla, Diego Area

LAC countries are facing major challenges in their ability to develop renewable energy projects, expand low-emission energy systems, and fill existing technical and financing gaps that hinder regional energy security. A key takeaway to come out of the Summit Implementation Roundtable was that the US-Caribbean Partnership to Address the Climate Crisis 2030 (PACC 2030) has the potential to advance clean energy goals in the Caribbean and become a blueprint to address similar challenges in Latin America.

Climate Change & Climate Action Energy & Environment
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Experts

Staff

Melanie Hart

Senior Director, Global China Hub

Global China Hub

China Chinese

Staff

Alexis Harmon

Assistant Director

Global Energy Center

Geopolitics & Energy Security Renewables & Advanced Energy

Fellow

María Celeste Maradiaga

Nonresident Journalist Fellow

Global China Hub

Americas Climate Change & Climate Action

Fellow

Liliana Diaz

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Energy Markets & Governance

Fellow

William Yancey Brown

Nonresident Senior Fellow

Global Energy Center

Energy & Environment United States and Canada

Advisory Council member

Sergio Londoño

Senior Vice President of Public Affairs, Communications and Sustainability at Coca-Cola Latin America

Adrienne Arsht Latin America Center

Caribbean Climate Change & Climate Action
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Events

Online Event Fri, June 20, 2025 • 10:30 am ET

Addressing China’s growing influence in Colombia
Colombia Economy & Business Geopolitics & Energy Security Latin America
Online Event Mon, June 23, 2025 • 8:00 pm ET

The next decade: Shaping the future of US-ROK nuclear cooperation
Energy & Environment Nuclear Energy