Recent analysis

Energy investment in a time of inflation

GeoTech Cues May 21, 2025

To build tomorrow’s power grid, the United States should look to geothermal energy

By Sudeep Kanungo, Will LaRivee

Geothermal energy offers a promising solution for stable, reliable baseload power. But to unlock its full potential, the US government must take action to reduce the barriers to entry for industry.
Energy & Environment Energy Markets & Governance
Energy investment in a time of inflation

EnergySource Apr 29, 2025

Can Nord Stream really rise from the dead? 

By Alan Riley

Despite recent discussions between Moscow and Washington over restarting the Nord Stream pipelines, legal, financial, and political hurdles make reopening them improbable. Multimillion dollar claims against Gazprom along with US stakes in the European LNG market are likely to severely limit support for Russian gas flows to the EU.
Energy & Environment Energy Markets & Governance
Energy investment in a time of inflation

New Atlanticist Apr 17, 2025

How the National Energy Dominance Council can set the US on the path to energy security

By Ellen Wald

The National Energy Dominance Council must act quickly to restore stability to the energy industry amid geopolitical uncertainty.
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 Tue, July 29, 2025 • 10:30 am ET

One year later: Venezuela’s presidential election and the road ahead
Americas Civil Society Corruption Democratic Transitions

EnergySource

Jun 18, 2025

Energy security is only achievable through global partnerships

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

Africa Americas

EnergySource

Jun 17, 2025

The energy system is more complex than ever: Navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

Africa Americas
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Content

Issue Brief

Jan 14, 2023

Energy investment in a time of inflation

By Charles Lichfield, Joseph Webster

This paper briefly considers the macroeconomic drivers of inflation in late 2022, including Russia’s war in Ukraine and uncertainties around energy supply, supply-chain resets, and lingering COVID-19 disruptions, before examining the persistent energy underinvestment of the past decade and how this has left markets exposed to varying degrees.

Energy & Environment Energy Markets & Governance

TURKEYSource

Dec 20, 2022

To realize its gas hub dreams, Turkey needs to follow liberal market principles

By Eser Özdil

Russian gas cannot turn Turkey into a gas hub, instead Turkey should focus on reforms to liberalize the market.

Energy & Environment Energy Markets & Governance

EnergySource

Dec 20, 2022

India’s opportunity for steel decarbonization

By Matthew Piotrowski and George Frampton

India is a global steel heavyweight. Domestic and international forces are ratcheting up the pressure to decarbonize. Doing so would ensure long-term market access for Indian producers.

Energy & Environment Energy Markets & Governance

In the News

Dec 18, 2022

Wald quoted in The Hill on European natural gas
Energy & Environment Energy Markets & Governance

In the News

Dec 15, 2022

Morningstar in Foreign Policy: Why the oil price cap won’t hurt Putin
Energy & Environment Energy Markets & Governance

In the News

Dec 13, 2022

Roberts in Natural Gas World: Europe and the Caspian: The gas supply conundrum
Eastern Europe Energy & Environment

EnergySource

Dec 13, 2022

The G7’s role in developing a platform for global cooperation on industrial decarbonization

By Matthew Piotrowski and George Frampton

The G7 is an ideal forum in which to develop the basis for cooperation on industrial decarbonization. A successful program needs to be housed in the right venue and engage with the right stakeholders.

Energy & Environment Energy Markets & Governance

Uncategorized

Dec 12, 2022

Sullivan quoted in VOA on Syrian fuel shortages
Energy & Environment Energy Markets & Governance

Uncategorized

Dec 11, 2022

Ellinas in Cyprus Mail: What is the effect of the cap on the price of Russian oil?Ellinas in Cyprus Mail:
Energy & Environment Energy Markets & Governance

Uncategorized

Dec 9, 2022

Shaffer quoted in The Mandarin on Russian oil price caps
Energy & Environment Energy Markets & Governance
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Experts

Fellow

Thomas Storch

Distinguished fellow, N7 Initiative

Rafik Hariri Center & Middle East programs

Economy & Business Energy Markets & Governance

Fellow

Rabah Arezki

Distinguished Fellow

Freedom and Prosperity Center

Africa Economy & Business

European Leadership Accelerator Participant

Kipkorir Koskei

2025 European Leadership Accelerator participant

Millennium Leadership Program

Africa Energy Markets & Governance

Fellow

Ryan J. Lamke

Nonresident Senior Fellow

Global Energy Center

Arabic China

Fellow

Andrei Covatariu

Nonresident Senior Fellow

Global Energy Center

Eastern Europe Energy & Environment

Fellow

Liliana Diaz

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Energy Markets & Governance
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Events

Public Event Wed, October 8, 2025 • 9:00 am ET

2025 Energy & Defense Summit
Defense Policy Energy & Environment Energy Markets & Governance Geopolitics & Energy Security