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 missing link in the US energy advantage: Connecting supply to demand

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 missing link in the US energy advantage: Connecting supply to demand

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 missing link in the US energy advantage: Connecting supply to demand

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

Global Energy Agenda

May 12, 2026

The missing link in the US energy advantage: Connecting supply to demand

By Mike Sommers

The US has the energy supplies to help meet rising demand—its challenge is building the infrastructure to connect one to the other. Permitting reform could change this.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 30, 2026

Breaking with OPEC, the UAE is now a free agent. What this means for markets and regional unity

By Ellen Wald

The UAE's departure from OPEC will both impact oil markets and mark a significant historic shift for the region.

Energy & Environment Energy Markets & Governance

Fast Thinking

Apr 28, 2026

Why is the UAE leaving OPEC? 

By Atlantic Council experts

Our experts unpack the geopolitical and energy market impacts of the UAE's just-announced departure.

Energy & Environment Energy Markets & Governance

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
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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