Energy Markets & Governance

Conflicts are jolting energy systems. Will they cause ‘structural breaks’?

By Global Energy Center

At the 2026 Atlantic Council Global Energy Forum, policy experts shared lessons learned from ongoing wars and explored potential future energy outcomes.

The global energy demand era calls for major change—here’s how countries are pivoting

By Global Energy Center

Energy experts, policymakers, and business leaders at the Atlantic Council's tenth Global Energy Forum share their insights into the current crisis and the path toward a more energy secure future.

2026 Global Energy Agenda full survey results

The Global Energy Agenda takes the pulse of the energy community, revealing expert views on global energy security, access, and sustainability.

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.