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

What Nord Stream 2 means for Europe

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
What Nord Stream 2 means for Europe

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
What Nord Stream 2 means for Europe

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

Jan 9, 2020

International grid integration: Efficiencies, vulnerabilities, and strategic implications in Asia

By Phillip Cornell

In order to meet growing global demand for electricity, and in response to an increase in renewables, power networks and markets are evolving and becoming increasingly interconnected. South and Southeast Asia have already had some success with interconnections, and China’s vision and Belt and Road Initiative loom large in the region, but there are geopolitical concerns to contend with. Could a US model manage these concerns? What is the state of regional power markets in Asia and investment in regional grid infrastructure, and what responses are we already seeing to emerging trends?

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

Energy sector diversification: Meeting demographic challenges in the MENA region

By Bina Hussein

The Middle East and North Africa (MENA) region is projected to experience significant demographic growth by 2050, growth which will have to be met with commensurate economic expansion and job opportunities, or the region will risk an increase in political instability. To meet this challenge, countries in the region must diversify their economies beyond the energy sector and expand their energy sector beyond hydrocarbons. What are the key trends that MENA countries will have to contend with, what is already being done, and what further steps should be taken?

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Bangladesh

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Bangladesh must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Bangladesh seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Bangladesh Climate Change & Climate Action
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Content

UkraineAlert

Nov 5, 2019

What Nord Stream 2 means for Europe

By Maik Günther

The EU has enough pipelines and LNG terminals to import all the gas it needs without Nord Stream 2.

Energy Markets & Governance Geopolitics & Energy Security
Saudi Aramco oil facility

EnergySource

Nov 5, 2019

Two frameworks for understanding the Aramco IPO

By Randolph Bell

The recent announcement that the partial initial public offering (IPO) of Saudi Aramco is finally moving forward is either a cause for celebration or consternation, depending on your perspective. The divergence in views comes from the way in which market players and analysts understand the IPO and the role of Aramco in the Saudi economy.

Energy Markets & Governance Oil and Gas

In the News

Nov 4, 2019

Wald joins Bloomberg to discuss the Aramco IPO

By Atlantic Council

Energy Markets & Governance Geopolitics & Energy Security

UkraineAlert

Nov 1, 2019

Is Nord Stream 2 a done deal?

By Melinda Haring

The controversial natural gas pipeline from Russia to Germany—Nord Stream 2—cleared its last obstacle this week.

Energy Markets & Governance Geopolitics & Energy Security

In the News

Oct 30, 2019

Bell quoted in Smart Energy International on the new Siemens and the Ponemon Institute report, decarbonization, and vulnerabilities to cyberattacks.

By Atlantic Council

Cybersecurity Energy & Environment

In the News

Oct 30, 2019

Samet in The Diplomat: China, Not Iran, Is the Power to Watch in Iraq

By Atlantic Council

China Economy & Business

In the News

Oct 22, 2019

Cohen in Forbes: Russia Attempts To Take Over Venezuelan Oil, Creating A Challenge For The U.S.

By Atlantic Council

Energy & Environment Energy Markets & Governance

In the News

Oct 18, 2019

Cohen in Forbes: Oil-Rich Kazakhstan Begins The Long March Towards Renewables

By Atlantic Council

Energy & Environment Energy Markets & Governance
Pipeline construction

EnergySource

Oct 17, 2019

The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

By Alan Riley

The OPAL judgment in Case T-883/16 "Republic of Poland v. European Commission" from the EU General Court will undermine Gazprom’s market dominance in Central and Eastern Europe.

Energy Markets & Governance Europe & Eurasia
European Court of Justice building

EnergySource

Oct 17, 2019

Impact of the European Court of Justice’s Opal decision

By Daniel D. Stein

The recent decision by the European Court of Justice to limit Gazprom’s use of Opal, an onshore pipeline in Germany, has wide-reaching implications for Gazprom’s use of both Nord Stream 1 and Nord Stream 2, as well as Gazprom’s reliance on Ukraine for gas transit to Europe.

Energy Markets & Governance Europe & Eurasia
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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