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

Khakova quoted in the BBC on US and UK sanctions on the Russian oil industry

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
Khakova quoted in the BBC on US and UK sanctions on the Russian oil industry

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
Khakova quoted in the BBC on US and UK sanctions on the Russian oil industry

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

Event Recap

Jun 19, 2012

Water and Watts: the Potential to Save Energy and Water in the Municipal, Industrial, and Commercial Sectors

By Adrienne Chuck

The third meeting in the Atlantic Council’s series on the Energy Water Nexus, the June 19th workshop entitled “Water and Watts” addressed the potential to save energy and water in the municipal, industrial, and commercial sectors.

Climate Change & Climate Action Energy & Environment

Event Recap

Dec 9, 2011

Strategy Session with National Security Advisor to the Prime Minister of Bulgaria

By Jason Harmala

On December 9, the Atlantic Council’s International Security Program hosted an off-the-record strategy session with Svetlin Yovchev, national security advisor to Boyko Borisov, Prime Minister of Bulgaria. He was previously head of Bulgaria’s State Agency for National Security and earlier he worked in the former National Security Service.

Energy & Environment Energy Markets & Governance

Event Recap

Nov 10, 2011

Energy Water Nexus Primary Fuels for Power and Transportation in the US

By Adrienne Chuck

 The Atlantic Council Energy and Environment Program has undertaken a series of workshops to investigate the intersection between water and energy. The “energy-water nexus” examines water availability, or more accurately water scarcity, as a key energy-related issue. With this series of conferences, the Council built upon its work to better inform Congress, the American public, […]

Climate Change & Climate Action Energy & Environment
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Content

In the News

Jan 10, 2025

Khakova quoted in the BBC on US and UK sanctions on the Russian oil industry

By Olga Khakova

Energy & Environment Energy Markets & Governance

In the News

Jan 7, 2025

Shaffer quoted by Nikkei Asia on Biden’s ban of offshore drilling

By Brenda Shaffer

Energy & Environment Energy Markets & Governance

New Atlanticist

Jan 6, 2025

The Russia-Ukraine energy divorce offers a chance for Europe to take control of its energy security 

By Olga Khakova

Ukraine’s closure of a pipeline that supplied Russian gas to Europe offers the European Union an opportunity to enhance its economic and energy security.

Energy & Environment Energy Markets & Governance

New Atlanticist

Dec 12, 2024

Chevron CEO Mike Wirth on what to expect on energy under the Trump administration

By Katherine Golden

At an Atlantic Council Front Page event, Wirth said the new administration will need to craft energy policies that balance environmental concerns, affordability, and national security.

Energy & Environment Energy Markets & Governance

EnergySource

Dec 11, 2024

The United States needs a durable national energy strategy

By Sara Vakhshouri

The United States lacks a comprehensive, long-term energy strategy that can persist through election cycles and aligns energy security with broader national interests. Congress should address this shortfall by mandating a “National Energy Strategy” that establishes a durable energy policy framework.

Energy Markets & Governance Geopolitics & Energy Security

In the News

Dec 3, 2024

Shaffer quoted in S&P Global on effectiveness of US Treasury Iran oil sanctions

By Brenda Shaffer

Energy & Environment Energy Markets & Governance

EnergySource

Dec 3, 2024

There’s a more effective way forward than “maximum pressure” for Venezuela

By David Voght and Patricia Ventura

Following the fraudulent outcome of Venezuela's July election, there is growing pressure on the United States to reintroduce sanctions to expel Western firms from the nation’s oil sector. However, preserving the existing policy, which restricts the regime’s financial access while promoting energy security and countering foreign influence, might prove more effective.

Energy & Environment Energy Markets & Governance

Report

Nov 22, 2024

An energy and sustainability road map for the Middle East

By Ariel Ezrahi

The MENA region is facing a severe crisis due to climate change. Here's how the US can shape a new model of climate diplomacy.

Energy & Environment Energy Markets & Governance

UkraineAlert

Nov 13, 2024

Russia’s economically vital energy sector is Vladimir Putin’s Achilles’ Heel

By Oleksiy Zagorodnyuk

By introducing additional sanctions on Russia's energy industry and intensifying implementation cooperation, the West can undermine Putin's ability to wage war and strengthen the global order against further acts of international aggression, writes Oleksiy Zagorodnyuk.

Conflict Economy & Business

Uncategorized

Nov 8, 2024

Global China Hub Nonresident Senior Fellow Michael Schuman in Politico

By Michael Schuman

On November 7th, 2024, Global China Hub nonresident senior fellow Michael Schuman spoke to Politico’s E&E News about how how the second Trump administration may approach trade with China, and how this could impact American clean energy manufacturers.

China Economy & Business
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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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