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

Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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
Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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
Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks

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 5, 2024

Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks
Energy Markets & Governance Middle East

In the News

Dec 29, 2023

Wald and Shaffer quoted in S&P Global Commodity Insights on Iranian sanctions, ties to Houthis, and crude oil supplies
Energy Markets & Governance Financial Sanctions and Economic Coercion

Insights & Impact

Dec 28, 2023

Wald featured in Bloomberg Surveillance podcast discussing global oil markets in Middle East geopolitics
Energy Markets & Governance Geopolitics & Energy Security

In the News

Dec 20, 2023

Sullivan quoted in Business Day on oil trade and traffic in the midst of Houthi attacks
Energy Markets & Governance Middle East

UkraineAlert

Dec 19, 2023

Wartime Ukraine’s European energy integration continues

By Aura Sabadus

Ukraine has been invited to join Europe’s leading electricity infrastructure association in January 2024 as the country's remarkable wartime European energy sector integration continues, writes Aura Sabadus.

Conflict Energy Markets & Governance

In the News

Dec 19, 2023

Sullivan quoted in First Post on the effects of Red Sea attacks on the price of oil
Energy Markets & Governance Middle East

Insights & Impact

Dec 19, 2023

Wald featured in Bloomberg Surveillance podcast discussing the impacts of the Red Sea attacks on the global oil market, commercial transportation alterations, and responses to Houthi attacks
Energy Markets & Governance Geopolitics & Energy Security

In the News

Dec 16, 2023

Sullivan quoted in Al Jazeera on what the Houthi attacks mean for the oil market
Energy Markets & Governance Middle East

EnergySource

Dec 13, 2023

The US and NATO must clamp down on Russian fossil fuels to end the war in Ukraine

By Svitlana Romanko and Oleh Savytskyi

The US and its EU allies have made several attempts to diminish Russia's fossil fuel exports, with mixed results. the West must do more to staunch the flow of Russian oil and gas—and restore peace for Ukraine.

Energy & Environment Energy Markets & Governance

Inflection Points Today

Dec 9, 2023

The private sector’s role in the climate crisis

By Frederick Kempe

This year’s sharply increased level of private-sector engagement could be the game changer to address challenges beyond the capacity of governments alone.

Climate Change & Climate Action 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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