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
Mon, October 19, 2020 • 8:00 am ET
Reimagining reform: Innovation in Ukraine
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.
Wed, July 22, 2020 • 7:00 am ET
Green stimulus and the energy transition
Content
Experts
Executive Leadership Intensive participant
Istvan-Lorant Antal
Executive Leadership Intensive participant