Energy Markets & Governance

Energy Markets & Governance

Energy markets are in flux as new energy production and delivery methods alter global supply chains, while economic growth and new desires for energy efficiency change demand in different parts of the world. Policy makers will need to be able to interpret these shifts in the energy market and build new frameworks to manage energy uncertainty.

Recent analysis

A US strategy for energy competition with China in emerging markets

MENASource Mar 1, 2026

The risk of unknown unknowns for global markets amid war in Iran

By Khalid Azim

Market reaction will likely begin with Asia’s opening sessions on Monday morning. One early indicator will be the behavior of the US dollar.
Energy Markets & Governance Iran
A US strategy for energy competition with China in emerging markets

EnergySource Feb 12, 2026

How Europe can shape—not fear—the US ‘hydrocarbon-state’

By Michał Kurtyka and Mateusz Kędzierski

The emergence of the United States as a hydrocarbon-state that combines resource abundance with geopolitical power represents an opportunity for Europe.
Energy & Environment Energy Markets & Governance
A US strategy for energy competition with China in emerging markets

Dispatches Dec 22, 2025

Don’t solve the power reliability crisis by creating an affordability crisis

By Frank Willey

While energy reliability is critical, transmission planners and government entities must also prioritize cost-effectiveness.
Energy & Environment Energy Markets & Governance

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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Events

Global Energy Forum

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Pakistan

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Pakistan must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Pakistan seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Climate Change & Climate Action Energy Markets & Governance

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

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
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Content

Issue Brief

Apr 10, 2026

A US strategy for energy competition with China in emerging markets

By Steven Burns

The US has an opportunity to position itself as a favorable partner in emerging markets that will help them develop modern, secure energy systems.

China Energy & Environment

EnergySource

Apr 3, 2026

How the Iran war could shift energy policies around the world

By Atlantic Council Experts

The Strait of Hormuz closure has sparked fuel shortages and soaring energy costs, but also new opportunities for energy producers. How different regions respond to these disruptions could reshape the future of energy markets and security.

Africa Energy & Environment

Dispatches

Mar 27, 2026

The Eastern Mediterranean won’t replace Russian or Gulf gas—but it can be Europe’s energy shock absorber

By Hany Ghanem and Chrissy Bishai

Eastern Mediterranean gas will not eliminate Europe’s exposure to global volatility, but it can help reinforce the continent’s resilience on the margins.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 25, 2026

How the US can turn an energy emergency into an opportunity for resilience

By Troy Warshel

To ensure energy for the grid, data centers, the military, policymakers, and the Pentagon should work together on an innovative energy strategy.

Energy & Environment Energy Markets & Governance

Dispatches

Mar 20, 2026

Oil waivers risk sustaining Russia’s war effort amid the Iran war

By Linas Kojala, Vytautas Leškevičius

Relieving US sanctions on Russian oil would give Moscow a reprieve just as financial pressure was beginning to constrain its room for maneuver in its war against Ukraine.

Energy & Environment Energy Markets & Governance

Fast Thinking

Mar 19, 2026

Why the Iran war energy shock is different 

By Atlantic Council

Our experts explain the factors that make the oil crisis resulting from the Iran war distinct from those caused by past conflicts.

Conflict Energy Markets & Governance

Report

Mar 11, 2026

Foe or friend? US-Turkey bilateral relations seem set to improve as interests align

By Rich Outzen

If Turkey and the US pursue compatible goals and interests, room remains to balance internal political benefits with geopolitical cooperation.

Conflict Defense Policy

Issue Brief

Mar 3, 2026

Turkey’s gas diversification strategy and rising share of LNG

By Eser Özdil

An analysis of Turkey's LNG diversification strategy from 2016 to 2025 and the geopolitical implications of Turkey’s emergence as a gas exporter to Europe.

Energy Markets & Governance Geopolitics & Energy Security

MENASource

Mar 1, 2026

The risk of unknown unknowns for global markets amid war in Iran

By Khalid Azim

Market reaction will likely begin with Asia’s opening sessions on Monday morning. One early indicator will be the behavior of the US dollar.

Energy Markets & Governance Iran

Issue Brief

Feb 26, 2026

Standardizing carbon accounting worldwide with a single, robust, cost-effective system

By Vincent Aussilloux, Yann Coatanlem, and Karthik Ramanna

Carbon accounting has the potential to accelerate decarbonization, improve energy resilience, and strengthen economic security. But first, countries must decide on a robust, standardized system.

Energy & Environment Energy Markets & Governance
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Experts

Executive Leadership Intensive participant

Istvan-Lorant Antal

Senator, Senate of Romania

Millennium Leadership Program

Energy & Environment Energy Markets & Governance

Fellow

Rabah Arezki

Distinguished Fellow

Freedom and Prosperity Center

Africa Economy & Business

Executive Leadership Intensive participant

Olivia Azadegan

Senior Energy Manager, Global Methane Hub

Millennium Leadership Program

Energy & Environment Energy Markets & Governance

Fellow

Emilie Bel

Nonresident Senior Fellow

Africa Center

Africa Economy & Business

Fellow

Neil Robert Brown

Nonresident Senior Fellow

Global Energy Center

Energy Markets & Governance Energy & Environment

Fellow

Caroline Cecot

Nonresident Senior Fellow

GeoEconomics Center

Economy & Business Energy Markets & Governance
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Events

Flagship Event Tue, June 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals