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

How Europe can shape—not fear—the US ‘hydrocarbon-state’

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
How Europe can shape—not fear—the US ‘hydrocarbon-state’

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
How Europe can shape—not fear—the US ‘hydrocarbon-state’

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

Online Event Mon, July 29, 2024 • 2:00 pm ET

The day after: Making sense of Venezuela’s presidential election
Americas Corruption Democratic Transitions Economy & Business
Online Event Thu, July 18, 2024 • 4:00 am ET

A cross-strait and beyond seminar: Bolstering Taiwan’s resilience
China Crisis Management Cybersecurity Defense Policy
Online Event Tue, July 2, 2024 • 6:00 am ET

CANCELED – The future of US energy: A conversation with David Turk and Fatih Birol
Energy & Environment Energy Markets & Governance Geopolitics & Energy Security United States and Canada
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Content

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

Memo to...

Feb 3, 2026

Memo to the president: Steps to secure a prosperous, US-aligned Venezuela

By Jason Marczak, Ambassador James Story, General (ret.) Laura J. Richardson, and Geoff Ramsey

One month after Nicolás Maduro’s removal from power, Washington has significant leverage it can use in the short term to boost the odds of a stable, democratic Venezuela emerging in the long term. To that end, our experts lay out the tough asks the US government should make of interim president Delcy Rodríguez.

Corruption Democratic Transitions

Report

Jan 26, 2026

In Iraq, China’s long game unfolds

By Sardar Aziz and Mohammed A. Salih

As China seeks new markets abroad and energy security at home, Iraq has become integral to Beijing’s plans in the Middle East. Baghdad finds itself caught between its security needs, for which it depends on the United States, and the economic needs of its growing population.

China Energy Markets & Governance

MENASource

Jan 21, 2026

Why US markets are betting on Saudi Arabia 

By Khalid Azim

Saudi Arabia’s long-term strategy is coherent, ambitious, and increasingly credible. US debt capital markets, for now, appear to agree.

Economy & Business Energy Markets & Governance

EnergySource

Jan 12, 2026

How Venezuela’s future will help determine US diesel and trucking costs 

By Joseph Webster

The US intervention in Venezuela could have ripple effects on US diesel and trucking costs. The impact will fall disproportionately on rural areas.

Energy & Environment Energy Markets & Governance

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

MENASource

Dec 16, 2025

What will 2026 bring for the Middle East and North Africa?

By Atlantic Council experts

As 2025 comes to a close, our senior analysts unpack the most prominent trends and topics they are tracking for the new year.

Climate Change & Climate Action Democratic Transitions

In the News

Nov 8, 2025

Sapuppo in Kyiv Post on Hungarian exemption from US sanctions targeting Russian energy

By Mercedes Sapuppo

On November 8, Mercedes Sappuppo, nonresident fellow at the Atlantic Council’s Eurasia Center, was quoted in Kyiv Post on the one-year exemption for Hungarian imports of Russian gas.

Energy Markets & Governance English

UkraineAlert

Oct 31, 2025

Europe finally moves to ban Russian gas but potential loopholes remain

By Aura Sabadus

The EU has recently moved to impose a full ban on Russian gas imports by 2028. After years of using energy exports to blackmail Europe and fund the invasion of Ukraine, Moscow is finally facing the loss of its last European costumers, writes Aura Sabadus.

Conflict Energy Markets & Governance

Issue Brief

Oct 30, 2025

Forging North America’s energy advantage: Mexico’s pivotal role

By Juan José Gómez-Camacho and Liliana Diaz

With its expanding natural gas sector, export capacity, and more, Mexico can strengthen North America’s energy resilience and competitiveness.

Energy & Environment Energy Markets & Governance
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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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Events

Flagship Event Tue, June 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals