Recent analysis

Wald featured in Bloomberg Surveillance podcast discussing potential for oil supply risk amid recent Houthi attacks and avoiding the Red Sea

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 featured in Bloomberg Surveillance podcast discussing potential for oil supply risk amid recent Houthi attacks and avoiding the Red Sea

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 featured in Bloomberg Surveillance podcast discussing potential for oil supply risk amid recent Houthi attacks and avoiding the Red Sea

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

Online Event Wed, December 3, 2025 • 8:00 am ET

Maintaining EU competitiveness: The case of corporate sustainability policy
Economy & Business Energy & Environment Europe & Eurasia Political Reform
Public Event Thu, December 11, 2025 • 1:00 pm ET

2025 Critical Minerals Supply Chains Summit
Defense Industry Economy & Business Energy & Environment Geopolitics & Energy Security

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

Nov 18, 2025

Operationalizing the National Defense Industrial Strategy for great power competition

By Lt. Col. Jahara “Franky” Matisek and Morgan D. Bazilian

With Russia following China’s lead in the rare-earth extraction roadmap, the United States must find solutions to stay competitive on the international stage.

China
Energy & Environment

EnergySource

Nov 17, 2025

How climate funding from governments and MDBs can scale private investment

By Ken Berlin, George Frampton

To scale up climate financing and make the most of public funding, leaders at COP30 should take action and implement bold new approaches.

Americas
Brazil

EnergySource

Nov 13, 2025

Key takeaways from the COP30 Circle of Finance Minister’s report

By Ken Berlin, George Frampton

For COP30, the Brazilian Ministry of Finance prepared a report with input from dozens of finance ministers, institutions, industry, and many others. Read the key takeaways here.

Americas
Energy & Environment
Read More from EnergySource

Content

In the News

Jan 5, 2024

Wald featured in Bloomberg Surveillance podcast discussing potential for oil supply risk amid recent Houthi attacks and avoiding the Red Sea
Energy Markets & Governance
Geopolitics & Energy Security

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
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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

Alina L. Romanowski

Distinguished Fellow

Iraq Initiative Scowcroft Middle East Security Initiative

Economy & Business Geopolitics & Energy Security

Executive Leadership Intensive participant

Olivia Azadegan

Senior Energy Manager, Global Methane Hub

Millennium Leadership Program

Energy & Environment 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
Load More

Events

Online Event Wed, December 3, 2025 • 8:00 am ET

Maintaining EU competitiveness: The case of corporate sustainability policy
Economy & Business Energy & Environment Europe & Eurasia Political Reform
Public Event Thu, December 11, 2025 • 1:00 pm ET

2025 Critical Minerals Supply Chains Summit
Defense Industry Economy & Business Energy & Environment Geopolitics & Energy Security