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

Report by Joseph Webster featured in the New York Times and Axios on US tariffs on Chinese batteries

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
Report by Joseph Webster featured in the New York Times and Axios on US tariffs on Chinese batteries

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
Report by Joseph Webster featured in the New York Times and Axios on US tariffs on Chinese batteries

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

Issue Brief

Jan 12, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions

New Atlanticist

Jan 12, 2020

Energy markets underestimate Middle East supply vulnerability

By Adal Mirza

Buoyed by ample supply, global energy markets continue to underestimate risks to output from the Middle East, despite the recent escalation in tensions between the United States and Iran.

Energy Markets & Governance Geopolitics & Energy Security

Transcript

Jan 11, 2020

Pathways to Net Zero

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Pathways to Net Zero Speaker: Shaikh Nawaf Al-Sabah, Chief Executive Officer, Kuwait Foreign Petroleum Exploration Company Ahmed Ali Attiga, Chief Executive Officer, APICORP Meg Gentle, President and CEO, Tellurian, Inc. Adam Sieminski, President, King Abdullah Petroleum Studies and Research Center Moderated By: David Livingston, Deputy Director, Climate and Advanced […]

Energy & Environment Energy Markets & Governance
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Content

In the News

May 14, 2024

Report by Joseph Webster featured in the New York Times and Axios on US tariffs on Chinese batteries
China Energy & Environment

In the News

May 10, 2024

Wald joins Bloomberg Surveillance to discuss the oil slowdown
China Energy & Environment

In the News

May 10, 2024

Wald joins Bloomberg to discuss the relationship between the US and Saudi Arabia
Energy & Environment Energy Markets & Governance

GeoTech Cues

May 8, 2024

One hundred years of energy transitions

By Mahmoud Abouelnaga

Thousands of energy leaders, technology developers, and climate advocates gathered in Rotterdam, Netherlands from April 22-25 along the 26th World Energy Congress. Looking back at the first Congress, then called the World Power Congress, in London in 1924, global energy systems looked very different. In 1924, global oil production was around 2.8 million barrels per […]

Energy Markets & Governance Geopolitics & Energy Security

EnergySource

May 7, 2024

Amid competing pressures, will Ukraine quit its transit of Russian gas?

By Sergiy Makogon and Daniel Stein

The Russia-Ukraine gas transit agreement inked in 2019 will expire in December 2024, but Russian gas transit through Ukraine will remain a possibility. This doesn’t have to be the case.

Energy & Environment Energy Markets & Governance

EnergySource

May 3, 2024

G7 pledges to end coal—but only inclusive action will make a real climate impact

By Elena Benaim

During the G7 energy ministerial in Turin, Italy, climate, energy, and environment ministers made a historic pledge to phase out coal power plants by 2035 among other agreements. But members ultimately need to turn pledges into action to blunt the impacts of climate change.

Africa Brazil

In the News

May 2, 2024

Webster quoted in Recharge News on Chinese wind power dominance
China Energy & Environment

In the News

Apr 24, 2024

Shaffer quoted in S&P Global on US sanctions on Iran
Energy & Environment Energy Markets & Governance

Report

Apr 24, 2024

Natural gas and the energy transition: Security, equity, and achieving net zero

By Phillip Cornell

A new report on the future of natural gas in the energy mix and financing in the context of the energy transition and energy security prerogatives.

Africa Central Asia

In the News

Apr 23, 2024

Webster in The Interpreter: The Kyrgyzstan route facilitating Russia’s invasion of Ukraine
Central Asia 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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