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

Europe must make this the last winter of weaponized Russian energy exports

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
Europe must make this the last winter of weaponized Russian energy exports

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
Europe must make this the last winter of weaponized Russian energy exports

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

Global Energy Forum

Jan 9, 2020

International grid integration: Efficiencies, vulnerabilities, and strategic implications in Asia

By Phillip Cornell

In order to meet growing global demand for electricity, and in response to an increase in renewables, power networks and markets are evolving and becoming increasingly interconnected. South and Southeast Asia have already had some success with interconnections, and China’s vision and Belt and Road Initiative loom large in the region, but there are geopolitical concerns to contend with. Could a US model manage these concerns? What is the state of regional power markets in Asia and investment in regional grid infrastructure, and what responses are we already seeing to emerging trends?

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

Energy sector diversification: Meeting demographic challenges in the MENA region

By Bina Hussein

The Middle East and North Africa (MENA) region is projected to experience significant demographic growth by 2050, growth which will have to be met with commensurate economic expansion and job opportunities, or the region will risk an increase in political instability. To meet this challenge, countries in the region must diversify their economies beyond the energy sector and expand their energy sector beyond hydrocarbons. What are the key trends that MENA countries will have to contend with, what is already being done, and what further steps should be taken?

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Bangladesh

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Bangladesh must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Bangladesh seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Bangladesh Climate Change & Climate Action
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Content

UkraineAlert

Oct 25, 2022

Europe must make this the last winter of weaponized Russian energy exports

By Arseniy Yatsenyuk

Russian President Vladimir Putin hopes to freeze Ukrainians into submission in the coming months while also using energy supply cuts to pressure European leaders into abandoning their support for Ukraine.

Energy Markets & Governance Energy Transitions

In the News

Oct 25, 2022

Roberts quoted in The Epoch Times on UK energy policy
Energy Markets & Governance Energy Transitions

In the News

Oct 21, 2022

Townsend and Zysk in The Sydney Morning Herald: Russia’s militarization of the Arctic

On October 21, TSI Senior Advisor Jim Townsend and TSI NRSF Katarzyna Zysk were quoted in The Sydney Morning Herald discussing Russia’s militarization of the Artic.

Climate Change & Climate Action Energy Markets & Governance

UkraineAlert

Oct 17, 2022

Putin’s blackout blitz: Russia aims to freeze Ukrainians into surrender

By Suriya Evans-Pritchard Jayanti

Russia is seeking to plunge Ukraine into darkness ahead of the winter heating season by destroying the country's energy infrastructure. Ukraine's partners must step in to make sure Ukrainians are not frozen into surrender.

Conflict Energy Markets & Governance

In the News

Oct 13, 2022

Khakova quoted in Newsweek on sanctions on Russian oil
Energy & Environment Energy Markets & Governance

In the News

Oct 13, 2022

Ryan quoted in Fox News on European energy prices
Energy & Environment Energy Markets & Governance

In the News

Oct 11, 2022

Cohen in Forbes: Russia is threatening Europe by attacking Ukrainian energy
Energy Markets & Governance Europe & Eurasia

Experts react

Oct 6, 2022

Experts react: How the OPEC+ oil-production cuts will shake up geopolitics and energy security

By Atlantic Council experts

We went to our experts to get their takes on what to watch next from the United States and beyond after oil-producing nations vowed to slash production.

Energy & Environment Energy Markets & Governance

In the News

Sep 26, 2022

Ryan quoted in Ars Technica on the diversification of EV battery supply chains
Energy Markets & Governance Energy Transitions

EnergySource

Sep 20, 2022

The Inflation Reduction Act will accelerate clean hydrogen adoption

By Joseph Webster

The IRA makes the production of clean hydrogen far more attractive to investors and generators. Carbon-free hydrogen could fall dramatically in cost by the end of the decade, greatly increasing its competitiveness against dirtier hydrogen sources.

Energy & Environment Energy Markets & Governance
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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

Flagship Event Tue, June 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals