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

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

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

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

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

International grid integration: Efficiencies, vulnerabilities, and strategic implications in Asia

By Phillip Cornell

In order to meet growing global demand for electricity, and in response to an increase in renewables, power networks and markets are evolving and becoming increasingly interconnected. South and Southeast Asia have already had some success with interconnections, and China’s vision and Belt and Road Initiative loom large in the region, but there are geopolitical concerns to contend with. Could a US model manage these concerns? What is the state of regional power markets in Asia and investment in regional grid infrastructure, and what responses are we already seeing to emerging trends?

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

Energy sector diversification: Meeting demographic challenges in the MENA region

By Bina Hussein

The Middle East and North Africa (MENA) region is projected to experience significant demographic growth by 2050, growth which will have to be met with commensurate economic expansion and job opportunities, or the region will risk an increase in political instability. To meet this challenge, countries in the region must diversify their economies beyond the energy sector and expand their energy sector beyond hydrocarbons. What are the key trends that MENA countries will have to contend with, what is already being done, and what further steps should be taken?

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 9, 2020

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

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 Bangladesh must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Bangladesh 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?

Bangladesh Climate Change & Climate Action
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Content

EnergySource

May 29, 2026

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.

Energy & Environment Energy Markets & Governance

Global Energy Agenda

May 27, 2026

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 & Environment Energy Markets & Governance

EconoGraphics

May 21, 2026

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.

Africa China

Global Energy Agenda

May 12, 2026

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.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 30, 2026

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.

Energy & Environment Energy Markets & Governance

Fast Thinking

Apr 28, 2026

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.

Energy & Environment Energy Markets & Governance

Global Energy Agenda

Apr 28, 2026

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. 

Energy & Environment Energy Markets & Governance

Report

Apr 22, 2026

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.

Africa Climate Change & Climate Action

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
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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