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

A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

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
A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

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
A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

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

Global Energy Forum

Feb 8, 2021

How to design an energy transition that includes everyone—including the most vulnerable

By Katherine Golden

The COVID-19 pandemic has revealed an “interdependent” world with “huge issues of inequity,” said Sunita Narain, director general of the Centre for Science and Environment (CSE). Without addressing these realities, “we cannot deal with the virus, and it’s the same with climate change.”

Climate Change & Climate Action Energy & Environment

Global Energy Forum

Jan 28, 2021

As the aviation industry recovers from one crisis, it is looking to the next: climate change

By Katherine Golden

The COVID-19 pandemic has generated “the most severe crisis for aviation ever,” said Marc Hamy, vice president of corporate affairs, sustainability, and environment at Airbus. But there's another crisis on the horizon for the aviation industry: “increasing pressure coming from climate change. So we absolutely need to recover from this crisis in aviation, and at the same time we’ll have to manage the most important transition in the history of our sector: decarbonized aviation.” Hamy added.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jan 25, 2021

How climate change can become a bipartisan issue in the Biden era

By Larry Luxner

Fighting climate change should not become a partisan issue, said US Senator Chris Coons, a Democrat from Delaware who co-chairs the fourteen-member Bipartisan Senate Climate Solutions Caucus.

Energy & Environment Energy Markets & Governance
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Content

New Atlanticist

Aug 5, 2025

A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

By Alexis Harmon, Reed Blakemore

Two recent interventions by the Trump administration highlight the importance of tailoring mineral policy on a case-by-case basis.

Critical Minerals Economy & Business

MENASource

Jul 31, 2025

Beyond tariffs: Building a win-win relationship between the US and Iraq

By Ahmed Tabaqchali

Iraq is among the countries to face a 30 percent tariff starting August 1 on its exports to the United States.

Energy Markets & Governance Iraq

Experts react

Jul 23, 2025

Experts react: What Trump’s new AI Action Plan means for tech, energy, the economy, and more 

By Atlantic Council experts

Our experts unpack how the Trump administration’s AI Action Plan will impact the US tech industry, energy policy, and global AI governance.

Artificial Intelligence China

In the News

Jul 23, 2025

Defne Arslan quoted in a Bloomberg piece on Turkey’s foreign energy relations: Turkey’s Hunt for Energy and Influence Sparks Global Deal Drive
Energy & Environment Energy Markets & Governance

New Atlanticist

Jul 3, 2025

What does Trump’s ‘big, beautiful bill’ do for US energy dominance?

By Atlantic Council experts

With the large legislative package now through Congress, Atlantic Council experts take stock of its implications for US energy.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jun 27, 2025

Experts react: The DRC and Rwanda agreed to a US-backed peace deal. Can critical minerals help end this conflict?

By Atlantic Council experts

Will this agreement succeed in halting the fighting? Our experts read between the lines of the peace agreement.

Conflict Critical Minerals

EnergySource

Jun 27, 2025

Strong currents, stronger alliances: Reinforcing the EU’s Black Sea energy strategy through transatlantic collaboration  

By Andrei Covatariu

The EU's recently released Black Sea strategy will thrive only with robust transatlantic collaboration. This relationship will be crucial to stabilizing the region’s energy security, facilitating its energy transition, and ensuring that initiatives align with geopolitical and national security objectives.

Energy & Environment Energy Markets & Governance

EnergySource

Jun 18, 2025

Energy security is only achievable through global partnerships

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

Africa Americas

New Atlanticist

Jun 18, 2025

Senator John Hickenlooper on critical minerals, mining, and the future of clean energy

By Daniel Hojnacki

Hickenlooper discussed the role of working with allies and making scientific investments in ensuring US energy security.

China Climate Change & Climate Action

EnergySource

Jun 17, 2025

The energy system is more complex than ever: Navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

Africa Americas
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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

Flagship Event Tue, June 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals