Energy Markets & Governance

To win the AI race, the US needs an all-of-the-above energy strategy

By Joseph Webster

To ensure US AI leadership, the United States must harness all forms of energy, allow a level playing field, and remove red tape constraining the buildout of critical enablers, especially transmission lines and grid enhancing technologies.

The Mediterranean must work collectively to harness the power of renewables

By Karim Elgendy

The EU Commission’s recent release of its Clean Industrial Deal underscored regional commitment to decarbonization. To capitalize on this momentum, the Mediterranean must engage in cross-border collaboration to overcome geopolitical tension and limited finance to achieve its renewables goals.

Mexico’s new electricity law could boost the country’s energy sector. But big questions remain.

By David L. Goldwyn and César Emiliano Hernández Ochoa

President Claudia Sheinbaum is taking a practical, technocratic approach to Mexico’s longstanding underinvestment in electricity generation, transmission, and distribution. But there are several ways that her current plans could fall short.

The US can reduce Russia’s nuclear energy—and geopolitical—influence

By Marina Lorenzini

As the Trump administration outlines its energy priorities, strengthening the US nuclear industry remains a point of bipartisan agreement. Revitalizing this sector will lead not only to domestic economic growth, but also a reduction in Russia’s dominance in global nuclear markets and its geopolitical leverage.

How shifting political leadership, war, and generative AI are shaping the energy outlook: Insights from the 2025 Global Energy Agenda

By Landon Derentz, Christine Suh, Bailee Mathews

Political shifts, heightened conflict, and the growth of generative AI are transforming the energy system. Leadership perspectives and survey results from the Atlantic Council's 2025 Global Energy Agenda provide a valuable roadmap for adapting to the evolving energy landscape.

Can the EU’s Clean Industrial Deal cut carbon and restore competitiveness? 

By Andrea Clabough, Andrei Covatariu, Elena Benaim, Carol Schaeffer

Atlantic Council experts share their analysis on the EU’s new industrial policy, its implications for European energy security, and how key partners may respond to the bloc’s evolving regulatory landscape.

Atoms for Appalachia: The role of nuclear energy in economic development

By Lauren Hughes

Advanced nuclear technologies can drive economic security and energy security within Appalachian states.

Global Energy Agenda full survey results

In the fall of 2024, the Atlantic Council's Global Energy Center surveyed global energy and climate experts to take the community's pulse on the outlook for geopolitical energy risks, a global energy market in transition, and prospects for the net-zero imperative.

Southeast Asia aims for sustainability through connectivity

By Kok Keong Puah

As Southeast Asia's energy demand rises, the region's energy transition stands at an inflection point. Looking ahead, this growth presents the region with an enormous challenge, but also the opportunity to be a leader in the global energy transition.