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

Baltic states unplug from Russia’s power grid—but Moscow still looms over critical infrastructure

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
Baltic states unplug from Russia’s power grid—but Moscow still looms over critical infrastructure

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
Baltic states unplug from Russia’s power grid—but Moscow still looms over critical infrastructure

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

Delivering energy access and meeting demand in South and Southeast Asia

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Delivering Energy Access and Meeting Demand in South and Southeast Asia Speaker: Mohamed Al Ramahi, Chief Executive Officer, Masdar The Hon. Dr. Tawfiq-e Elahi Chowdhury, Energy Adviser to the Honorable Prime Minister, People’s Republic of Bangladesh Alisa Newman-Hood, Senior Vice President, Excelerate Energy Paddy Padmanathan, President and CEO, ACWA […]

Bangladesh Energy & Environment

New Atlanticist

Jan 11, 2020

Gas imports remain key to Asia’s development plans

By Adal Mirza

Despite rising renewable energy generation, South and South East Asia will continue to look at major investments in new gas import infrastructure to displace more carbon-intensive fuels, as the region races to meet its development ambitions.

Energy Markets & Governance Energy Transitions

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
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Content

New Atlanticist

Feb 5, 2025

Baltic states unplug from Russia’s power grid—but Moscow still looms over critical infrastructure

By Justina Budginaite-Froehly

Breaking from the Russian system, Estonia, Latvia, and Lithuania are about to synchronize their electricity systems with the Continental Europe Network.

Energy Markets & Governance Europe & Eurasia

MENASource

Feb 5, 2025

How the US can benefit from deepening Azerbaijani-Israeli ties

By Joseph Epstein

Washington should learn from Israel’s diplomatic and security collaboration with Azerbaijan to bolster its own ties with Baku.

Defense Policy Economy & Business

Transcripts

Feb 4, 2025

Jonathan Wilkinson: US and Canada need to ‘walk back from the brink’ and find new ways to cooperate—including on energy

By Atlantic Council

At an Atlantic Council event, the Canadian energy minister made the case for a US-Canada alliance on energy and minerals.

Energy & Environment Energy Markets & Governance

New Atlanticist

Feb 1, 2025

Experts react: Trump just slapped tariffs on Mexico, Canada, and China. What’s next?

By Atlantic Council experts

Our experts explain the economic and geopolitical implications of the US tariffs on Mexico, Canada, and China.

China Economy & Business

New Atlanticist

Jan 30, 2025

Tariffs on Canada and Mexico could hurt Trump’s quest for US energy dominance

By David L. Goldwyn, Joseph Webster

A trade war against Canada and Mexico could affect US energy prices and have significant geopolitical ramifications.

Energy & Environment Energy Markets & Governance

EnergySource

Jan 27, 2025

DOGE should use AI to fix environmental review

By William Yancey Brown

The National Environmental Policy Act's (NEPA) often lengthy process can delay crucial development projects and job creation. To address this, Trump’s newly established Department of Government Efficiency should leverage AI technologies to accelerate environmental reviews, modernizing the administration of NEPA.

Artificial Intelligence Energy & Environment

Issue Brief

Jan 23, 2025

‘Maximum pressure’ sanctions on Venezuela help US adversaries, hurt Venezuelans

By William Tobin

The "maximum pressure" strategy employed from 2018 to 2022 against the illegitimate Nicolás Maduro regime in Venezuela did not serve US interests. In this issue brief, the author argues that US sanctions must be linked to clear, targeted objectives.

Economy & Business Energy & Environment

In the News

Jan 21, 2025

Clabough in Real Clear Energy: “Don’t Turn Back: The Great Debate on Energy Subsidies”

By Andrea Clabough

Americas Climate Change & Climate Action

Issue Brief

Jan 17, 2025

Syria’s energy sector and its impact on stability and regional developments

By Brenda Shaffer

An analysis of Syria’s energy resources and infrastructure, and outlook on the future of Syrian energy production and trade.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jan 10, 2025

Moldova is the real loser from the end of Russian gas transit through Ukraine

By Suriya Evans-Pritchard Jayanti

The energy crisis in Moldova after the end of Russian gas transit highlights the urgent need for Chișinău to reform its energy sector.

Energy Markets & Governance Geopolitics & Energy Security
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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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