Make critical mineral spending matter this time  

EnergySource Mar 10, 2023

Clean industrial policies: A space for EU-US collaboration

By Théophile Pouget-Abadie, Francis Shin, Jonah Allen

EU-US tensions over clean industrial policy could derail the energy transition. Collaboration on equal footing would bolster collective security and drive emissions reductions to new levels.
Energy & Environment Energy Markets & Governance
Make critical mineral spending matter this time  

EnergySource Mar 8, 2023

Chinese refining markets 101—and their implications for price caps on Russian oil

By Joseph Webster

Price caps on Russian crude and oil products have placed Chinese refineries in the spotlight. Their historical tendencies and political connections could shed light on what to expect from them as the oil market reorients itself.
China Energy & Environment
Make critical mineral spending matter this time  

EnergySource Feb 2, 2023

Realizing North Africa’s green hydrogen potential

By Daniel Helmeci

North Africa could be a global hub for green hydrogen production. Europe would be able to advance its own net-zero future while supporting North African development by promoting investment and collaboration in the sector.
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
Public Event Thu, May 1, 2025 • 1:00 pm ET

Underwater mayhem: Countering NATO energy & critical infrastructure threats
Energy & Environment Energy Markets & Governance Europe & Eurasia European Union
Public Event Wed, January 15, 2025 • 2:00 pm ET

US Assistant Secretary Geoffrey Pyatt on Russian energy influence in Europe
Central Europe Eastern Europe Energy & Environment Energy Markets & Governance
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Content

EnergySource

May 5, 2025

Make critical mineral spending matter this time  

By Ashley Zumwalt-Forbes

The United States has a crucial opportunity to translate large-scale funding into critical mineral stockpiling and resilient supply chains—but only if Congress structures spending to create durable markets. Without clear demand signals, real commercial offtakes, and price stability, proposed funding risks falling short of delivering on its potential.

Energy & Environment Energy Markets & Governance

Fast Thinking

Apr 29, 2025

Canada’s voters send a message to Washington—and the world

By Atlantic Council

Our experts explain what the Liberals’ election victory means for Canada’s relations with Washington and approach to foreign policy.

Economy & Business Elections

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

MENASource

Apr 23, 2025

Gas diplomacy: A blueprint for Middle East peace and global energy security

By Luay al-Khatteeb

A US-Iran deal could serve as a turning point towards a wider strategy encompassing regional de-escalation and energy diplomacy.

Energy Markets & Governance Geopolitics & Energy Security

New Atlanticist

Apr 17, 2025

How the National Energy Dominance Council can set the US on the path to energy security

By Ellen Wald

The National Energy Dominance Council must act quickly to restore stability to the energy industry amid geopolitical uncertainty.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 15, 2025

Central Asia’s geography inhibits a US critical minerals partnership

By Haley Nelson and Natalia Storz

Central Asia holds vast critical mineral resources, but limited export capacity and complex environmental, geopolitical, and legal risks make large-scale US investment unfeasible. The US should instead focus its efforts on allied nations with established mineral export industries.

Central Asia Energy & Environment

Issue Brief

Apr 4, 2025

Building a path toward global deployment of fusion: Nonproliferation and export considerations

By Sachin Desai, Michael Hua, Amy Roma, Jessica Bufford, Jacqueline Siebens, Andrew Proffitt

With commercial fusion on the horizon, questions around the process for regulating fusion power plants have arisen.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 3, 2025

Profitability and power: Fixing US critical minerals supply chains

By Ashley Zumwalt-Forbes

The global critical minerals race is well underway, and the American supply chain is behind. To regain momentum, the US must make this industry viable by creating a financial framework that attracts and retains capital.

Energy & Environment Energy Markets & Governance

MENASource

Apr 3, 2025

Washington halted the Iraq-Iran electricity waiver. Here is how it’s perceived by Washington and Baghdad. 

By Ahmed Tabaqchali, C. Anthony Pfaff

By making Iranian energy more costly, the United States hopes to incentivize Iraq to diversify its energy sources and reduce its dependency on Iran.

Energy Markets & Governance Iraq
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Experts

Fellow

Rabah Arezki

Distinguished Fellow

Freedom and Prosperity Center

Africa Economy & Business

European Leadership Accelerator Participant

Kipkorir Koskei

2025 European Leadership Accelerator participant

Millennium Leadership Program

Africa Energy Markets & Governance

Fellow

Thomas Storch

Distinguished fellow, N7 Initiative

Rafik Hariri Center & Middle East programs

Economy & Business Energy Markets & Governance

Fellow

Andrei Covatariu

Nonresident Senior Fellow

Global Energy Center

Eastern Europe Energy & Environment

Fellow

Liliana Diaz

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Energy Markets & Governance

Fellow

Dimitar Bechev

Nonresident Senior Fellow

Europe Center

The Balkans Security & Defense
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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