Energy Markets & Governance

How the US can use its natural gas abundance to ease rising fertilizer prices

By Ellen Wald

The price of fertilizers, many of which are derived from natural gas, have increased due to the conflict in Iran, putting food security at risk. The US has tools to help ease the crisis.

Greece’s energy realism: A bridge for transatlantic energy cooperation

By Stavros Papastavrou

Greece has the resources, geography, and geopolitical partnerships to help strengthen European energy security and advance its energy transition.

Energy Sanctions Dashboard: October 2025

The October 2025 edition of the Energy Sanctions Dashboard analyzed China’s central role in the market for sanctioned oil and the techniques Russia, Iran, and Venezuela use to evade sanctions on oil.

The missing link in the US energy advantage: Connecting supply to demand

By Mike Sommers

The US has the energy supplies to help meet rising demand—its challenge is building the infrastructure to connect one to the other. Permitting reform could change this.

Breaking with OPEC, the UAE is now a free agent. What this means for markets and regional unity

By Ellen Wald

The UAE's departure from OPEC will both impact oil markets and mark a significant historic shift for the region.

Why is the UAE leaving OPEC? 

By Atlantic Council experts

Our experts unpack the geopolitical and energy market impacts of the UAE's just-announced departure.

The 2026 Global Energy Agenda

By Landon Derentz, Christine Suh, and Paul Kielstra

The Atlantic Council is pleased to present its sixth Global Energy Agenda that shares new insights from thought leaders and our annual survey of experts from around the world. 

Redefining power systems: Turkish electric-sector engagement in Africa

By Shaheer Hussam

The report examines how Turkey has become a $100B energy infrastructure player across Africa—and what that means for North American and European firms.

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.

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.