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

Schultz in Washington Post on Americans’ support of Ukraine

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
Schultz in Washington Post on Americans’ support of Ukraine

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
Schultz in Washington Post on Americans’ support of Ukraine

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

In the News

Mar 12, 2022

Schultz in Washington Post on Americans’ support of Ukraine

By Atlantic Council

Tammy Schultz explains why American citizens are willing to deal with higher gas prices to burden Putin in the on-going Russia-Ukraine crisis.

Conflict Defense Policy

EnergySource

Mar 11, 2022

As the US struggles to “green” supply chains, new EU battery regulation offers lessons

By Emily Burlinghaus

The EU's pending Batteries Regulation is an ambitious framework to impose strict sustainability standards on the technology most important to electrification. To secure access to the lucrative EU market, global battery manufacturers will need to clean up their supply chains. US policymakers should take heed.

Energy & Environment Energy Markets & Governance

In the News

Mar 9, 2022

Morningstar Joins NHK to Discuss import bans on Russian oil
Energy Markets & Governance Geopolitics & Energy Security

In the News

Mar 8, 2022

Lichfield quoted by CNN Business on Russia energy sanctions

Read the full article here

Economy & Business Energy & Environment

In the News

Mar 8, 2022

Sullivan quoted in The Straits Times on Russian oil import bans
Energy Markets & Governance European Union

EnergySource

Mar 7, 2022

How to sanction Russian energy, mitigate price spikes, and advance low-carbon energy security

By Phillip Cornell

An embargo on Russian oil may not have the intended effect on Putin's war chest, as a squeeze on global oil supply could inadvertently create more profits for Russian producers. But a punitive tax might work better, keeping prices at market level while setting aside profits to use for diversification, price shock mitigation, and support for Ukraine.

Energy & Environment Energy Markets & Governance

In the News

Mar 2, 2022

Fannon in Financial Times, “War in Ukraine: when political risks upturn commodity markets”
Energy Markets & Governance Southern & Southeastern Europe

Insights & Impact

Feb 27, 2022

Ellinas in Cyprus Mail: The Impact of Russia’s Invasion of Ukraine on Global Energy
Energy Markets & Governance Europe & Eurasia

In the News

Feb 23, 2022

Slavin quoted in USA Today on Russian sanctions and support for Ukrainian humanitarian efforts

By Atlantic Council

Conflict Energy Markets & Governance

Insights & Impact

Feb 21, 2022

Wald in The Hill: Five Ways that Biden Could Help Reduce Spiking Consumer Costs at the Pump
Energy Markets & Governance Energy Transitions
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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