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’s energy future is tied to European integration

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’s energy future is tied to European integration

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’s energy future is tied to European integration

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

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

In the News

Apr 28, 2021

Jamil in Foreign Policy: Biden must back money with real strategy

By Atlantic Council

Climate Change & Climate Action Energy & Environment

In the News

Apr 15, 2021

Roberts quoted in Anadolu Agency on Russian LNG and gas
Energy Markets & Governance Europe & Eurasia

EnergySource

Apr 1, 2021

Increasing ESG practices can help Asia reach goals of carbon neutrality

By Songyee Jung

Although sustainable investment is growing rapidly, ESG investing in Asia is still at a nascent stage. To increase development, Asian governments should allow regulators to impose mandatory ESG reporting requirements, which evidence indicates is the most effective way to scale sustainable finance investment.

East Asia Energy & Environment

EnergySource

Mar 31, 2021

Five reasons why NOPEC probably will not happen this year (And three reasons why it is still worth watching)

By Randolph Bell, Reed Blakemore

On Thursday, March 25, Senator Chuck Grassley (R-IA) and a bipartisan group of senators reintroduced the No Oil Producing and Exporting Cartels (NOPEC) Act, which seeks to enable the Department of Energy to bring lawsuits against OPEC members for antitrust violations. And while it is unlikely that the bill will get any traction this year, there are several reasons to keep an eye on it.

Energy & Environment Energy Markets & Governance

In the News

Mar 22, 2021

Bell quoted in Inside Climate News on Carbon Border Adjustment Mechanisms
Energy Markets & Governance Europe & Eurasia

In-Depth Research & Reports

Mar 2, 2021

Brief 1: Has hydrogen’s time come in the United States?

By David Yellen, Randolph Bell

This first brief in the Atlantic Council’s hydrogen policy sprint examines the current state of hydrogen development in the United States and begins to explore pathways for clean hydrogen production across the country.

Energy Markets & Governance Energy Transitions

EnergySource

Feb 25, 2021

In Texas and California, blackouts highlight the challenge of balancing reliability with cost

By Jonathan Gillis

Over the past year, the United States has endured two major “load shedding” events, first in California and now in Texas, in which electric system operators instructed transmission owners to reduce demand by rotating blackouts across service areas. In both cases, customers were left wondering how an entire region could run out of electricity. The answer lies in the complex and contentious world of “resource adequacy,” one of the most challenging issues in electric system planning and market design.

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