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

Turkish Black Sea discovery: Is it geopolitics or economics?

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
Turkish Black Sea discovery: Is it geopolitics or economics?

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
Turkish Black Sea discovery: Is it geopolitics or economics?

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

Transcript

Jan 11, 2020

Delivering energy access and meeting demand in South and Southeast Asia

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Delivering Energy Access and Meeting Demand in South and Southeast Asia Speaker: Mohamed Al Ramahi, Chief Executive Officer, Masdar The Hon. Dr. Tawfiq-e Elahi Chowdhury, Energy Adviser to the Honorable Prime Minister, People’s Republic of Bangladesh Alisa Newman-Hood, Senior Vice President, Excelerate Energy Paddy Padmanathan, President and CEO, ACWA […]

Bangladesh Energy & Environment

New Atlanticist

Jan 11, 2020

Gas imports remain key to Asia’s development plans

By Adal Mirza

Despite rising renewable energy generation, South and South East Asia will continue to look at major investments in new gas import infrastructure to displace more carbon-intensive fuels, as the region races to meet its development ambitions.

Energy Markets & Governance Energy Transitions

Transcript

Jan 11, 2020

The role of the oil and gas industry in the energy transition

By Atlantic Council

Atlantic Council 2020 Global Energy Forum The Role of the Oil and Gas Industry in the Energy Transition Conversation With: Musabbeh Al-Kaabi, Chief Executive Officer, Petroleum and Petrochemicals, Mubadala Investment Company Panel Discussion: Dr. Barbara Burger, President, Technology Ventures, Chevron Corporation Anatol Feygin, Executive Vice President and Chief Commercial Officer, Cheniere Energy Inc. Dr. Robert […]

Energy Markets & Governance Energy Transitions
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Content

TURKEYSource

Oct 5, 2020

Turkish Black Sea discovery: Is it geopolitics or economics?

By Anita Orban

While some expect that a Turkish drilling ship's discovery of the country's largest natural gas reserve to date will give Turkey a more advantageous bargaining position, the country has already had this leverage thanks to its wide variety of pipeline sources and access to the liquefied natural gas market.

Energy & Environment Energy Markets & Governance

New Atlanticist

Sep 25, 2020

The ‘big three’ now rule the global energy market, says Daniel Yergin

By Katherine Golden

Pulitzer Prize winner and energy expert Daniel Yergin's insights into the progress of the energy transition worldwide are pivotal with the 2020 elections around the corner and the pandemic that has disrupted the energy industry.

China Coronavirus

New Atlanticist

Sep 17, 2020

Five big questions as America votes: Energy

By Global Energy Center

As the US presidential election looms, the oil and gas industry has suffered from demand shocks during the COVID-19 pandemic, climate change is increasingly in the list of top concerns of US citizens, and there is little overlap between the likely policies of the two presidential candidates.

Climate Change & Climate Action Coronavirus

UkraineAlert

Sep 3, 2020

Ukraine quietly launches a gas market revolution

By Oleksandr Kharchenko

A gas market revolution has just taken place in Ukraine. This significant development has occurred without much fanfare, but it comes following five long years of intense political battles.

Energy Markets & Governance Oil and Gas

EnergySource

Aug 28, 2020

Amidst deteriorating US – China relations, energy trade picks up in Q2

By Reed Blakemore and Reid I'Anson

Despite a precipitous decline in US-Chinese relations over the past month and a half, energy trade during the second quarter of 2020 remained robust as positive economic incentives outweighed the diplomatic tit-for-tat currently dominating headlines

China Energy & Environment

Insights & Impact

Aug 24, 2020

Morningstar interviewed in Naval Postgraduate School event on energy and challenges in the Caucasus region—August 12, 2020

By Richard L. Morningstar

Remarks from a Naval Postgraduate School interview with Amb. Richard Morningstar of the Global Energy Center on energy security and challenges in the Caucasus region, with Dr. Daniel Nussbaum and Prof. Brenda Shaffer, senior fellow in the Global Energy Center

Eastern Europe Energy Markets & Governance

EnergySource

Aug 20, 2020

Trans-Caspian Pipeline—Still a pipe dream?

By Daniel D. Stein

Although there have been intermittent efforts to revive the Trans-Caspian Pipeline (TCP), the project has largely been dormant in recent years. However, the impending completion of the Southern Gas Corridor (SGC), a new source and route of gas supply to Europe, has led to renewed interest in TCP.

Energy & Environment Energy Markets & Governance

In-Depth Research & Reports

Aug 17, 2020

What’s at stake for energy in the 2020 election: An update

By David Goldwyn and Andrea Clabough

In the seven months since the publication of the Atlantic Council’s issue brief, “Election 2020: What’s At Stake For Energy,” the social and political landscape of the United States can hardly have changed more dramatically. This issue brief updates the Atlantic Council’s prior analysis and considers the new context surrounding a Trump re-election scenario and a Biden election, and the consequences for the energy sector.

Elections Energy & Environment

EnergySource

Aug 11, 2020

Averting crisis: leveraging the energy transition to revitalize the coal belt

By Craig Hart

America is undergoing an energy transition away from coal that will leave coal-producing communities in crisis in the absence of policy action to help transition these regions to new and cleaner industries. Until leadership at the federal level arrives, local initiatives and regional coordination will be critical to leading this effort.

Energy Markets & Governance Energy Transitions

EnergySource

Aug 10, 2020

Beirut’s port explosion reveals underlying problems in energy supply

By Aki Peritz

The cataclysmic explosion at Beirut’s port on August 4th could not have come at a worse time. The nation was already reeling from multiple catastrophes such as a collapsing currency, an environmental disaster on its shores, 1.5 million refugees from Syria, and a healthcare system pushed to the brink by the COVID-19 pandemic. The explosion has only exacerbated one of Lebanon’s core calamities: the lack of stable electricity.

Energy Markets & Governance Lebanon
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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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