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

If Russian gas returns to Europe, it must go through Ukraine

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
If Russian gas returns to Europe, it must go through Ukraine

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
If Russian gas returns to Europe, it must go through Ukraine

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.

learn more

Events

Global Energy Forum

Jan 11, 2020

Climate commitments needed to head off threats of volatility and instability

By Adal Mirza

A widening gap between perceptions and reality of the global energy markets could increase volatility as governments, policy makers, and industries struggle to tackle climate change, according to Fatih Birol, the executive director of the International Energy Agency.

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 11, 2020

Setting the 2020 energy agenda

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Setting the 2020 Energy Agenda Speakers: H.E. Suhail Al Mazrouei, Minister of Energy and Industry, United Arab Emirates The Hon. Dr. Tawfiq-e Elahi Chowdhury, Energy Adviser to the Honorable Prime Minister, People’s Republic of Bangladesh Majid Jafar, Chief Executive Officer, Crescent Petroleum Michael Sen, Chief Executive Officer, Siemens Energy […]

Bangladesh Energy & Environment

Global Energy Forum

Jan 11, 2020

Energy security, energy access, and clean air: Meeting the challenges

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Setting the Scene: Energy Security, Energy Access, and Clean Air: Meeting the Challenges Speaker: Fatih Birol, Executive Director, International Energy Agency Location:  Abu Dhabi, United Arab Emirates Time:  10:15 a.m. Local Date:  Saturday, January 11, 2020 FATIH BIROL:  Excellencies, dear colleagues, a very good morning to all of you.  […]

Energy & Environment Energy Markets & Governance
Load More

Content

EnergySource

Apr 28, 2025

If Russian gas returns to Europe, it must go through Ukraine

By Sergiy Makogon

The resumption of Russian gas supplies to Europe as part of a potential cease-fire agreement in Ukraine is under discussion, but any such flows would need to transit through Ukraine rather than Nord Stream or other routes. To safeguard regional stability, the EU, Ukraine, and the US must enforce strict safeguards to avoid renewed dependency and prevent Russia from once again weaponizing its energy exports.

Energy & Environment Energy Markets & Governance

MENASource

Apr 23, 2025

Gas diplomacy: A blueprint for Middle East peace and global energy security

By Luay al-Khatteeb

A US-Iran deal could serve as a turning point towards a wider strategy encompassing regional de-escalation and energy diplomacy.

Energy Markets & Governance Geopolitics & Energy Security

New Atlanticist

Apr 17, 2025

How the National Energy Dominance Council can set the US on the path to energy security

By Ellen Wald

The National Energy Dominance Council must act quickly to restore stability to the energy industry amid geopolitical uncertainty.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 15, 2025

Central Asia’s geography inhibits a US critical minerals partnership

By Haley Nelson and Natalia Storz

Central Asia holds vast critical mineral resources, but limited export capacity and complex environmental, geopolitical, and legal risks make large-scale US investment unfeasible. The US should instead focus its efforts on allied nations with established mineral export industries.

Central Asia Critical Minerals

Issue Brief

Apr 4, 2025

Building a path toward global deployment of fusion: Nonproliferation and export considerations

By Sachin Desai, Michael Hua, Amy Roma, Jessica Bufford, Jacqueline Siebens, Andrew Proffitt

With commercial fusion on the horizon, questions around the process for regulating fusion power plants have arisen.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 3, 2025

Profitability and power: Fixing US critical minerals supply chains

By Ashley Zumwalt-Forbes

The global critical minerals race is well underway, and the American supply chain is behind. To regain momentum, the US must make this industry viable by creating a financial framework that attracts and retains capital.

Critical Minerals Energy & Environment

MENASource

Apr 3, 2025

Washington halted the Iraq-Iran electricity waiver. Here is how it’s perceived by Washington and Baghdad. 

By Ahmed Tabaqchali, C. Anthony Pfaff

By making Iranian energy more costly, the United States hopes to incentivize Iraq to diversify its energy sources and reduce its dependency on Iran.

Energy Markets & Governance Iraq

MENASource

Apr 2, 2025

​Libya’s political deadlock endures. There is a case for Trump and Meloni to challenge the status quo.

By Yaseen Rashed

The political crisis in Libya is one that the US and Italy may be uniquely postured, and incentivized, to quell.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 31, 2025

The future of global energy policy is abundance 

By Charles Hendry

The United States and Europe are diverging on energy policy, with the United States prioritizing low costs and economic growth while the United Kingdom and the European Union focus on decarbonization. But reconciling these approaches is possible through the lens of energy abundance—each country must leverage its most plentiful resources to drive down costs, enhance security, and support sustainability without burdening consumers.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 28, 2025

Nord Stream could divide Europe yet again 

By Michał Kurtyka

Washington's potential reset with Moscow, amid Ukraine peace negotiations, has revived discussions on the future of Nord Stream 2. Whether the Trump administration would cede its LNG market in Europe to Russian pipeline exports remains to be seen. For Europe, however, reopening the pipeline would be a costly mistake.

Eastern Europe Economy & Business
Load More

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
Load More

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