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

Energy is upending Ukraine peace talks. Our experts explain why.

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
Energy is upending Ukraine peace talks. Our experts explain why.

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
Energy is upending Ukraine peace talks. Our experts explain why.

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

Transcript

Jan 11, 2020

The role of the oil and gas industry in the energy transition

By Atlantic Council

Atlantic Council 2020 Global Energy Forum The Role of the Oil and Gas Industry in the Energy Transition Conversation With: Musabbeh Al-Kaabi, Chief Executive Officer, Petroleum and Petrochemicals, Mubadala Investment Company Panel Discussion: Dr. Barbara Burger, President, Technology Ventures, Chevron Corporation Anatol Feygin, Executive Vice President and Chief Commercial Officer, Cheniere Energy Inc. Dr. Robert […]

Energy Markets & Governance Energy Transitions

New Atlanticist

Jan 11, 2020

How can oil and gas companies contribute to the energy transition?

By David A. Wemer

“There is no thing that is a magic solution” to climate change, according to Musabbeh Al-Kaabi, chief executive officer for petroleum and petrochemicals at the Mubadala Investment Company, but oil and gas companies are increasingly realizing that “the future outlook for energy consumption will require different sources of energy.”

Climate Change & Climate Action Energy Markets & Governance

New Atlanticist

Jan 11, 2020

Climate commitments needed to head off threats of volatility and instability

By Adal Mirza

A widening gap between perceptions and reality of the global energy markets could increase volatility as governments, policy makers, and industries struggle to tackle climate change, according to Fatih Birol, the executive director of the International Energy Agency.

Climate Change & Climate Action Energy Markets & Governance
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Content

Dispatches

Oct 13, 2026

Energy is upending Ukraine peace talks. Our experts explain why.

By Atlantic Council experts

Our experts weighed in on the latest developments, from the "energy ceasefire" announcement to the US-Russia diesel deal.

Energy & Environment Energy Markets & Governance

GeoTech Cues

Oct 13, 2026

Why is electrification no longer “woke”?

By Mahmoud Abouelnaga

Once a culture-war issue, electrification is now an AI- and Iran war-era necessity.

Artificial Intelligence Energy & Environment

Issue Brief

Oct 2, 2026

The risks of the strategic petroleum reserve’s four-decade low

By Jamie Webster and Morgan D. Bazilian

The US Strategic Petroleum Reserve has reached a historic low. As oil markets continue to tighten, refilling the reserve will become increasingly difficult.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 9, 2026

No quick fixes for the squeeze on refined products

By Ben Cahill

US prices for refined products such as gasoline and diesel are soaring, underscoring the need for long-term planning mechanisms and safeguards to ensure reliable supply.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 1, 2026

What the US executive order on bulk-power systems gets right—and what’s missing

By Landon Derentz, Frank Willey, Morgan D. Bazilian

The recently announced executive order on the US bulk-power system orders a sweeping review of security vulnerabilities. Experts assess the key opportunities and challenges.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 1, 2026

Four questions on the US-Venezuelan oil deal

By David L. Goldwyn, Andrea Clabough

The impact of the "historic" oil deal between the US and Venezuela will remain uncertain until several unresolved issues are addressed.

Energy & Environment Energy Markets & Governance

EnergySource

Aug 17, 2026

The oil shock is sorting Latin America. The dividing line is institutions, not barrels.

By Liliana Diaz

Latin American countries that have been resilient amid the oil shock show how the region as a whole can reset its energy agenda toward stability.

Energy & Environment Energy Markets & Governance

Issue Brief

Jul 22, 2026

How Japan is managing the energy shock

By Ben Cahill

Japan has so far managed the Hormuz oil market disruption comparatively well, but it will have to reassess its long-term energy strategy.

Energy & Environment Energy Markets & Governance

EnergySource

Jul 9, 2026

Five lessons from the oil market shock

By Ben Cahill

The past four months of the Hormuz crisis have surprised energy analysts. Taking stock of the impacts hints at structural changes to come.

Energy & Environment Energy Markets & Governance

EnergySource

Jul 8, 2026

The US paper fleet: The Jones Act and the 2026 Iran war stress test

By Morgan D. Bazilian, Jahara Matisek, Alex Gilbert, and Jamie Webster

The Hormuz crisis demonstrates that the Jones Act is no longer fit for purpose. It's time to update US maritime policy starting with the elimination of the domestic build rule.

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

Public Event Thu, October 29, 2026 • 11:00 am ET

Reading the signals: The geopolitical implications of a new Congress
Artificial Intelligence Economy & Business Elections Energy Markets & Governance