Energy Markets & Governance

The global energy crisis and its impacts on Asian emerging economies

By Phillip Cornell

The Strait of Hormuz energy crisis poses a stress test for import-dependent, emerging economies in Asia, forcing difficult trade-offs.

India’s energy security at a crossroads: The Hormuz crisis and an opportunity for US-India cooperation

By Paul Stahle

The Iran crisis has exposed India's energy vulnerabilities but opens an opportunity for a stronger trade partnership between the US and India.

A US oil export ban could raise pump prices

By Ben Cahill

If the Strait of Hormuz closure continues and gasoline prices increase further, US policymakers might consider banning oil exports. But instead of lowering prices, it could have the opposite effect.

Powering AI

By Joseph Webster, Frank Willey

AI’s expanding energy footprint, from component fabrication to training and deployment, raises challenges for infrastructure, sustainability, and strategic autonomy.

How the US can use its natural gas abundance to ease rising fertilizer prices

By Ellen Wald

The price of fertilizers, many of which are derived from natural gas, have increased due to the conflict in Iran, putting food security at risk. The US has tools to help ease the crisis.

Greece’s energy realism: A bridge for transatlantic energy cooperation

By Stavros Papastavrou

Greece has the resources, geography, and geopolitical partnerships to help strengthen European energy security and advance its energy transition.

Energy Sanctions Dashboard: October 2025

The October 2025 edition of the Energy Sanctions Dashboard analyzed China’s central role in the market for sanctioned oil and the techniques Russia, Iran, and Venezuela use to evade sanctions on oil.

The missing link in the US energy advantage: Connecting supply to demand

By Mike Sommers

The US has the energy supplies to help meet rising demand—its challenge is building the infrastructure to connect one to the other. Permitting reform could change this.

Breaking with OPEC, the UAE is now a free agent. What this means for markets and regional unity

By Ellen Wald

The UAE's departure from OPEC will both impact oil markets and mark a significant historic shift for the region.

Why is the UAE leaving OPEC? 

By Atlantic Council experts

Our experts unpack the geopolitical and energy market impacts of the UAE's just-announced departure.