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
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.
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.
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.
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.
Events
New Atlanticist
Jan 19, 2021
The world is about to embark on a big energy transition. Here’s what it could look like.
By
Katherine Golden
“Real friends say the bitter truth,” said Fatih Birol, the executive director of the International Energy Agency, at the Atlantic Council's Global Energy Forum. And “the bitter truth is that real energy transitions are coming, and they are coming fast.”
New Atlanticist
Jan 19, 2021
Top UAE officials assess renewables, peak oil, and the post-COVID energy market
By
Larry Luxner
Dr. Sultan Al Jaber, UAE’s minister of industry and advanced technology, joined Suhail Al Mazrouei, the UAE minister of energy and infrastructure, and Musabbeh Al Kaabi, the CEO of UAE investments at the Mubadala Investment Company.
Global Energy Forum
Jan 19, 2021
Transcript: Global Energy Forum conversations with Sultan Al Jaber, Suhail Al Mazrouei, and Musabbeh Al Kaabi
By
Atlantic Council
The 2021 Global Energy Forum kicked off with conversations with top thought leaders on the future of energy.
Content
Experts
Executive Leadership Intensive participant
Istvan-Lorant Antal
Executive Leadership Intensive participant