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

Don’t solve the power reliability crisis by creating an affordability crisis

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
Don’t solve the power reliability crisis by creating an affordability crisis

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
Don’t solve the power reliability crisis by creating an affordability crisis

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

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

MENASource

Dec 16, 2025

What will 2026 bring for the Middle East and North Africa?

By Atlantic Council experts

As 2025 comes to a close, our senior analysts unpack the most prominent trends and topics they are tracking for the new year.

Climate Change & Climate Action Democratic Transitions

In the News

Nov 8, 2025

Sapuppo in Kyiv Post on Hungarian exemption from US sanctions targeting Russian energy

By Mercedes Sapuppo

On November 8, Mercedes Sappuppo, nonresident fellow at the Atlantic Council’s Eurasia Center, was quoted in Kyiv Post on the one-year exemption for Hungarian imports of Russian gas.

Energy Markets & Governance English

UkraineAlert

Oct 31, 2025

Europe finally moves to ban Russian gas but potential loopholes remain

By Aura Sabadus

The EU has recently moved to impose a full ban on Russian gas imports by 2028. After years of using energy exports to blackmail Europe and fund the invasion of Ukraine, Moscow is finally facing the loss of its last European costumers, writes Aura Sabadus.

Conflict Energy Markets & Governance

Issue Brief

Oct 30, 2025

Forging North America’s energy advantage: Mexico’s pivotal role

By Juan José Gómez-Camacho and Liliana Diaz

With its expanding natural gas sector, export capacity, and more, Mexico can strengthen North America’s energy resilience and competitiveness.

Energy & Environment Energy Markets & Governance

MENASource

Oct 28, 2025

US energy firms are returning to Iraq—but politics could undo their fortunes

By Raad Alkadiri

Al-Sudani's rush to sign deals with US firms over the past few months is fundamentally about political survival, both his own and Iraq’s.

Energy & Environment Energy Markets & Governance

TURKEYSource

Oct 9, 2025

How energy and trade are redefining US–Turkey regional cooperation

By Pınar Dost

As Ankara and Washington are recalibrating their energy and trade strategies, a new model of US–Turkey cooperation is emerging.

Economy & Business Energy & Environment

MENASource

Sep 30, 2025

Is the Baghdad-Erbil oil deal a blueprint for settlement—or a stopgap? 

By Victoria J. Taylor , Yerevan Saeed

Whether the oil deal will be a tactical stopgap or a step towards permanent settlement will become known after the Iraq's elections and the year's end.

Energy Markets & Governance Geopolitics & Energy Security

Issue Brief

Sep 17, 2025

Preparing US industry for a more competitive world

By David L. Goldwyn, Andrea Clabough

US companies must stay the course on decarbonization to ensure long-term global competitiveness—or risk being left behind as the world’s other major economies continue to prioritize sustainability.

Energy & Environment Energy Markets & Governance

Issue Brief

Aug 11, 2025

Strategic energy realignment: Rethinking MDB policy for growth and global stability

By Samuel Buchan, Landon Derentz

Multilateral development banks (MDBs) have drifted from their original mission of maximizing economic growth. Instead, they prioritize climate-first lending that restricts hydrocarbon investments.

China Energy & Environment
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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