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

The 2026 Global Energy Agenda

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
The 2026 Global Energy Agenda

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
The 2026 Global Energy Agenda

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

Global Energy Agenda

Apr 28, 2026

The 2026 Global Energy Agenda

By Landon Derentz, Christine Suh, and Paul Kielstra

The Atlantic Council is pleased to present its sixth Global Energy Agenda that shares new insights from thought leaders and our annual survey of experts from around the world. 

Energy & Environment Energy Markets & Governance

Report

Apr 22, 2026

Redefining power systems: Turkish electric-sector engagement in Africa

By Shaheer Hussam

The report examines how Turkey has become a $100B energy infrastructure player across Africa—and what that means for North American and European firms.

Africa Climate Change & Climate Action

Issue Brief

Apr 10, 2026

A US strategy for energy competition with China in emerging markets

By Steven Burns

The US has an opportunity to position itself as a favorable partner in emerging markets that will help them develop modern, secure energy systems.

China Energy & Environment

EnergySource

Apr 3, 2026

How the Iran war could shift energy policies around the world

By Atlantic Council Experts

The Strait of Hormuz closure has sparked fuel shortages and soaring energy costs, but also new opportunities for energy producers. How different regions respond to these disruptions could reshape the future of energy markets and security.

Africa Energy & Environment

Dispatches

Mar 27, 2026

The Eastern Mediterranean won’t replace Russian or Gulf gas—but it can be Europe’s energy shock absorber

By Hany Ghanem and Chrissy Bishai

Eastern Mediterranean gas will not eliminate Europe’s exposure to global volatility, but it can help reinforce the continent’s resilience on the margins.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 25, 2026

How the US can turn an energy emergency into an opportunity for resilience

By Troy Warshel

To ensure energy for the grid, data centers, the military, policymakers, and the Pentagon should work together on an innovative energy strategy.

Energy & Environment Energy Markets & Governance

Dispatches

Mar 20, 2026

Oil waivers risk sustaining Russia’s war effort amid the Iran war

By Linas Kojala, Vytautas Leškevičius

Relieving US sanctions on Russian oil would give Moscow a reprieve just as financial pressure was beginning to constrain its room for maneuver in its war against Ukraine.

Energy & Environment Energy Markets & Governance

Fast Thinking

Mar 19, 2026

Why the Iran war energy shock is different 

By Atlantic Council

Our experts explain the factors that make the oil crisis resulting from the Iran war distinct from those caused by past conflicts.

Conflict Energy Markets & Governance

Report

Mar 11, 2026

Foe or friend? US-Turkey bilateral relations seem set to improve as interests align

By Rich Outzen

If Turkey and the US pursue compatible goals and interests, room remains to balance internal political benefits with geopolitical cooperation.

Conflict Defense Policy

Issue Brief

Mar 3, 2026

Turkey’s gas diversification strategy and rising share of LNG

By Eser Özdil

An analysis of Turkey's LNG diversification strategy from 2016 to 2025 and the geopolitical implications of Turkey’s emergence as a gas exporter to Europe.

Energy Markets & Governance Geopolitics & Energy Security
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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

Online Event Tue, September 22, 2026 • 5:30 pm ET

President Ahmed Al-Sharaa on Syria’s future, reconstruction, and regional role

AN AC FRONT PAGE EVENT—Syrian President Ahmed Al-Sharaa will discuss his vision for Syria’s future and his government’s priorities for reconstruction, economic recovery, and institutional reform.

Economy & Business Energy Markets & Governance Energy Transitions Geopolitics & Energy Security