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

Ukraine flirts with disastrous return to gas price caps

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
Ukraine flirts with disastrous return to gas price caps

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
Ukraine flirts with disastrous return to gas price caps

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 12, 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

New Atlanticist

Jan 12, 2020

Energy markets underestimate Middle East supply vulnerability

By Adal Mirza

Buoyed by ample supply, global energy markets continue to underestimate risks to output from the Middle East, despite the recent escalation in tensions between the United States and Iran.

Energy Markets & Governance Geopolitics & Energy Security

Transcript

Jan 11, 2020

Pathways to Net Zero

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Pathways to Net Zero Speaker: Shaikh Nawaf Al-Sabah, Chief Executive Officer, Kuwait Foreign Petroleum Exploration Company Ahmed Ali Attiga, Chief Executive Officer, APICORP Meg Gentle, President and CEO, Tellurian, Inc. Adam Sieminski, President, King Abdullah Petroleum Studies and Research Center Moderated By: David Livingston, Deputy Director, Climate and Advanced […]

Energy & Environment Energy Markets & Governance
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Content

UkraineAlert

Oct 15, 2021

Ukraine flirts with disastrous return to gas price caps

By Anders Åslund

Ukrainian President Volodymyr Zelenskyy’s Servant of the People party has proposed a potentially disastrous new law to “temporarily” prohibit private companies from selling gas at commercial market prices.

Energy Markets & Governance Geopolitics & Energy Security

AfricaSource

Oct 14, 2021

For Africa to go green, the private sector must step up. Could COP26 provide an answer?

By Emilie Bel

The continent possesses an abundance of renewable-energy-production capabilities—but capitalizing on its potential remains a challenge.

Africa Climate Change & Climate Action

EnergySource

Jul 26, 2021

TAP and the Southern Gas Corridor: Challenges to expansion

By Daniel D. Stein

Completion of the Southern Gas Corridor, which delivers Caspian gas from Azerbaijan to Europe through a system of connected pipelines, has been hailed as a major step in enhancing European energy security. However, high capital costs and market challenges threaten its expansion as a gas-only pipeline.

Energy & Environment Energy Markets & Governance

In-Depth Research & Reports

Jul 21, 2021

Brief 3: Hydrogen transportation and storage

By Cynthia Quarterman

This third brief in the Atlantic Council’s hydrogen policy sprint discusses pathways for hydrogen transportation and storage infrastructure development in the United States.

Energy Markets & Governance Energy Transitions

UkraineAlert

Jul 18, 2021

Naftogaz corporate governance is a national priority for Ukraine

By Andriy Boytsun

In recent months, developments at Ukraine’s national energy company, Naftogaz, have raised concerns over the country's broader post-Maidan drive to reform corporate governance at state-owned enterprises

Corruption Energy Markets & Governance

MENASource

Jul 6, 2021

Ensuring our energy security in a sustainable way in the MENA region and beyond

By Ariel Ezrahi

In our globalized world, providing energy needs and combating climate change will require cooperation across borders. If the Biden administration is to be successful in promoting affordable and cleaner sustainable energy at home and abroad, it will be critical to engage with partners across the globe, particularly in the Middle East, where much of the world’s oil is produced.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jun 29, 2021

Carbon border adjustment mechanisms: Will innovative climate policy launch a trade war?

By Mark Linscott

The path forward is likely to be full of drama, showdowns, and uncertainty. Here are the key questions raised by the hypothetical trade restrictions known as CBAMs.

Climate Change & Climate Action Economy & Business

UkraineAlert

Jun 3, 2021

Ukraine’s energy future is tied to European integration

By Olga Bielkova

Energy transformation is possible in Ukraine. In order to make this vision a reality, Ukrainians must first define it and commit to consistent implementation, election cycles notwithstanding.

Energy Markets & Governance Energy Transitions

UkraineAlert

May 18, 2021

Naftogaz drama highlights Ukraine’s politics of personal destruction

By Adrian Karatnycky

In Ukraine, it seems, no public leader leaves office without being subjected to a wave of invective, criticism, and scorn. This negative culture was on display recently during a turbulent leadership change at Naftogaz.

Energy Markets & Governance Political Reform

In-Depth Research & Reports

May 3, 2021

Brief 2: Producing clean hydrogen at scale in the United States

By David Yellen, Randolph Bell

This second brief in the Atlantic Council’s hydrogen policy sprint explores pathways for and the challenges and opportunities facing scaled clean hydrogen production in the United States.

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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