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

Dual demand and supply shocks have created historic oil crisis, IEA executive director says

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
Dual demand and supply shocks have created historic oil crisis, IEA executive director says

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
Dual demand and supply shocks have created historic oil crisis, IEA executive director says

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

New Atlanticist

Mar 26, 2020

Dual demand and supply shocks have created historic oil crisis, IEA executive director says

By David A. Wemer

Dramatically lower oil demand due to the coronavirus pandemic and an emerging supply glut caused by the failure of major oil producers to cut production has slammed the global oil market with a crisis “unique in history,” according to Dr. Fatih Birol.

Climate Change & Climate Action Energy Markets & Governance

EnergySource

Mar 12, 2020

Oil market meltdown?

By John Soughan

Over the weekend of March 7–8, the breakdown of the previous oil production agreement between Russia and Saudi Arabia led to the broader collapse of the arrangement between OPEC and OPEC+. What will the rift will mean for the global oil market?

Coronavirus Energy Markets & Governance

Press and members call

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy. Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics

Coronavirus Energy & Environment

In the News

Mar 10, 2020

Katz quoted in Marketplace on oil prices and production

By Atlantic Council

Energy & Environment Energy Markets & Governance

New Atlanticist

Mar 9, 2020

Saudi Arabia and Russia feud over coronavirus oil response: Will everyone lose?

By David A. Wemer

"While Russia’s decision last week not to support OPEC’s proposal for a production cut and the subsequent oil price war—which as of publishing has pushed Brent crude down more than 9 percent—is surely part of the larger story of the economic impacts of the coronavirus outbreak, it is actually better understood as a geopolitical story about how US energy production growth has strengthened the United States’ international posture, which in turn has reshaped a number of global relationships," Randolph Bell says.

Coronavirus Energy Markets & Governance

Report

Mar 6, 2020

A new energy strategy for the Western Hemisphere

By David L. Goldwyn

The Western Hemisphere is full of potential and we have the opportunity to galvanize it into an energy powerhouse. This new US energy strategy for the Western Hemisphere will help raise the global competitiveness of the hemisphere, advance its shared prosperity, and improve national and energy security as a result.

Americas Climate Change & Climate Action

New Atlanticist

Mar 3, 2020

Coronavirus and the oil market: The effects thus far and what to expect next

By Reed Blakemore

The week of February 21 will be one the oil market won’t soon forget—one which exposed exactly how sensitive the prices are to the demand side of the market. Yet, while the possibility of a major supply correction remains in the cards, a longer-term correction to the oil price collapse of the past week will require a restoration of market confidence in economic growth and the future oil demand picture.

Coronavirus Energy Markets & Governance

In the News

Feb 29, 2020

Bruton quoted in Voice of America on Ethiopia’s rejection of the US-brokered GERD agreement

By Atlantic Council

Africa Energy & Environment

New Atlanticist

Feb 20, 2020

Transatlantic cooperation key to Europe’s Green Deal, EU official says

By David A. Wemer

As the European Union aims to become carbon neutral by the year 2050, cooperation with the United States on energy technology, financing, and imports will be critical to helping transition the European energy sector towards a low-carbon future, Director General for Energy at the European Commission Ditte Juul Jørgensen said on February 20.

Climate Change & Climate Action Energy Markets & Governance

EnergySource

Feb 19, 2020

TurkStream is South Stream 2.0—has the EU done its homework this time?

By Martin Jirušek

Flying largely under the radar, progress on the TurkStream pipeline has been met with little attention. This is quite unjust, as the project is a key piece of Gazprom’s future supply strategy.

Energy Markets & Governance Geopolitics & Energy Security
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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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