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

Shaffer quoted in Foreign Policy on political implications of energy insecurity in Israel-Hamas War

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
Shaffer quoted in Foreign Policy on political implications of energy insecurity in Israel-Hamas War

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
Shaffer quoted in Foreign Policy on political implications of energy insecurity in Israel-Hamas War

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

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

Event Recap

Sep 20, 2011

India’s Energy Future: Consequences of India’s Coal Rush and Alternative Energy Scenarios

By Adrienne Chuck

On September 20, the Atlantic Council’s South Asia Center and the Sierra Club, hosted a panel discussion on “India’s Energy Future: Consequences of India’s Coal Rush and Alternative Energy Scenarios”.

Energy & Environment Energy Markets & Governance

Event Recap

Sep 29, 2009

First Annual Members’ Conference – Climate Change and the Environment

By James Joyner

Summary of the breakout conversation “Climate Change and the Environment” at the 2009 Annual Members’ Conference. PARTICIPANTS: Chaired by Gen. Richard Lawson, USAF (Ret.),* Chairman, Energy and Environment Program, Atlantic Council Hon. Sherri Goodman,* Senior Vice President and General Counsel, CNA; Former Deputy Undersecretary of Defense for Environmental Security Hon. C. Boyden Gray,* Former U.S. […]

Energy & Environment Energy Markets & Governance
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Content

In the News

Oct 11, 2023

Shaffer quoted in Foreign Policy on political implications of energy insecurity in Israel-Hamas War
Energy & Environment Energy Markets & Governance

In the News

Oct 7, 2023

Ellinas in Financial Mirror: We need EuroAsia after all
Energy & Environment Energy Markets & Governance

UkraineAlert

Oct 3, 2023

Mixed messaging from Moldova on energy sector reforms

By Suriya Evans-Pritchard Jayanti

Recent steps by the Moldovan authorities cast doubt on Chisinau’s commitment to energy market liberalization, escaping Russian energy dominance, and anti-corruption imperatives, writes Suriya Jayanti.

Conflict Corruption

Issue Brief

Sep 26, 2023

A roadmap for the Caribbean’s energy transition

By David Goldwyn, Eugene Tiah, and Wazim Mowla

Caribbean countries are in desperate need of an energy transition. Disproportionately high electricity costs impede economic development, stress public finance budgets, and harm the competitiveness of tourism and other industries.

Americas Caribbean

Transcript

Sep 22, 2023

German economy minister: The shifting tides of globalization are creating new challenges for market economies

By Atlantic Council

At the Transatlantic Forum on GeoEconomics, Robert Habeck spoke about strengthening Europe's economic sovereignty and the increased US focus on China.

China Climate Change & Climate Action

In the News

Sep 21, 2023

Shaffer in RealClear Energy: Insecurity in the Black Sea Puts Upward Pressure on the Global Oil Market
Energy & Environment Energy Markets & Governance

EnergySource

Sep 21, 2023

The United States’ edge in the clean energy economy starts with outcompeting China on hydrogen

By Landon Derentz

The Biden administration’s momentum on bolstering the United States’ significance in the global green economy must start with an inclusive approach to hydrogen tax credits.

Energy & Environment Energy Markets & Governance

In the News

Sep 18, 2023

Ellinas in the Cyprus Economic Society: We must upgrade our electricity grid
Energy & Environment Energy Markets & Governance

Issue Brief

Sep 18, 2023

Guarantees 2.0: Meeting climate finance needs in the Global South

By Ian Callaghan, George Frampton, Ken Berlin, and Frank Willey

Transforming global energy, manufacturing, and transportation systems for a net-zero future requires a huge investment, but current financial flows toward these goals are vastly insufficient.

Energy & Environment Energy Markets & Governance

EnergySource

Sep 18, 2023

Moldova has the chance to break from its Gazprom-dominated past

By Jamal Nusseibeh and Branko Terzic

Moldova has the opportunity to make good use of the lessons of its past by strengthening regulatory independence, increasing competition, and introducing transparent pricing.

Eastern Europe 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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Events

Public Event Thu, October 29, 2026 • 11:00 am ET

Reading the signals: The geopolitical implications of a new Congress
Artificial Intelligence Economy & Business Elections Energy Markets & Governance