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

US midterm elections, Part II: The executive agenda and leading from the top

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
US midterm elections, Part II: The executive agenda and leading from the top

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
US midterm elections, Part II: The executive agenda and leading from the top

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

Issue Brief

Jan 9, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
Manufacturing facility

Issue Brief

Jan 9, 2020

The Saudi Aramco-SABIC merger: How acquiring SABIC fits into Aramco’s long-term diversification strategy

By Private: Jean-François Seznec

Throughout 2019, financial markets have watched the planned Saudi Aramco initial public offering (IPO), which was finally launched in December. A quieter, but no less significant, story was the Saudi oil company’s acquisition of SABIC. Saudi Aramco strove to have a successful IPO, especially through increased transparency and diversification, and the SABIC acquisition was a key element of Saudi oil company's diversification strategy. Going forward, what does the merger mean for both companies, what is the new relationship between Saudi Aramco and SABIC, and what are the merger’s implications for the intricate relationship between the various bureaucracies and leadership in Saudi Arabia?

Energy Markets & Governance Energy Transitions
Public Event Tue, December 3, 2019 • 12:00 pm ET

CANCELED: Trade and climate policy in the 21st century: A conversation with Finland’s minister for development cooperation and foreign trade
Climate Change & Climate Action Energy Markets & Governance European Union Geopolitics & Energy Security
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Content

EnergySource

Nov 3, 2022

US midterm elections, Part II: The executive agenda and leading from the top

By David L. Goldwyn, Andrea Clabough

Even if the Biden administration has to work with a divided government after the midterms, it will retain significant control of energy and climate policy after having already passed major legislative packages. However, it will still be up against the clock to implement additional measures and protect them from future reversal.

Elections Energy & Environment

EnergySource

Nov 2, 2022

US midterm elections, Part I: What’s at stake for energy and climate?

By David L. Goldwyn, Andrea Clabough

The US midterm elections could alter the course of the Biden administration's energy and climate trajectory. But just like points of contention could emerge, consensus and continuity could as well.

Elections Energy & Environment

EnergySource

Nov 2, 2022

A new Europe-MENA energy interdependence: The role of hydrogen

By Giampaolo Cantini

A deeper Europe-MENA relationship could aid a secure transition in Europe and create lucrative low-carbon export opportunities and industries in North Africa. Hydrogen could be the cornerstone of these new ties, and COP27 could be the perfect forum to develop them.

Energy & Environment Energy Markets & Governance

In the News

Oct 28, 2022

Wald joins Bloomberg TV to discuss oil prices
Energy Markets & Governance Oil and Gas

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
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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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