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

Systemic Violence Threatens Middle East Oil Outlook

GeoTech Cues
May 21, 2025

To build tomorrow’s power grid, the United States should look to geothermal energy

By
Sudeep Kanungo, Will LaRivee

Geothermal energy offers a promising solution for stable, reliable baseload power. But to unlock its full potential, the US government must take action to reduce the barriers to entry for industry.

Energy & Environment
Energy Markets & Governance

Systemic Violence Threatens Middle East Oil Outlook

EnergySource
Apr 29, 2025

Can Nord Stream really rise from the dead? 

By
Alan Riley

Despite recent discussions between Moscow and Washington over restarting the Nord Stream pipelines, legal, financial, and political hurdles make reopening them improbable. Multimillion dollar claims against Gazprom along with US stakes in the European LNG market are likely to severely limit support for Russian gas flows to the EU.

Energy & Environment
Energy Markets & Governance

Systemic Violence Threatens Middle East Oil Outlook

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

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

Public Event
Thu, March 26, 2020 • 12:00 pm ET

Virtual fireside chat with Fatih Birol: COVID-19 and the future of the energy system

Coronavirus
Energy & Environment
Energy Markets & Governance
Energy Transitions

Event Recap

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy.

Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics


Coronavirus

Energy & Environment

Public Event
Thu, February 13, 2020 • 9:00 am ET

Renewable Energy Outlook Conference: Financing, investment, regulation, and new technologies in Turkey, Central Asia, Caucasus and the Western Balkans

Central Asia
Climate Change & Climate Action
Energy & Environment
Energy Markets & Governance

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Content

ArielCohenTopGraph

New Atlanticist

Jun 3, 2015

Systemic Violence Threatens Middle East Oil Outlook

By Ariel Cohen

When oil ministers from the Organization of the Petroleum Exporting Countries (OPEC) meet in Vienna on June 5, they’ll face a strategic dilemma. Political instability in the Middle East and North Africa (MENA) is discouraging capital investment in local oil and gas projects, and shifting interest to North American shale—despite MENA’s cheap, abundant and easy-to-extract hydrocarbon […]

Energy & Environment Energy Markets & Governance

Event Recap

May 19, 2015

A Discussion with Czech Republic’s Minister of Industry and Trade, Jan Mládek

By Global Energy Center

The Atlantic Council’s Global Energy Center hosted the Czech Republic’s Minister of Industry and Trade, H.E. Jan Mládek, on May 14, 2015 to deliver remarks on the state of Czech energy and economic affairs, with a particular focus on the newly announced European Energy Union and the future of nuclear energy in the Czech Republic. […]

Central Europe Energy & Environment

New Atlanticist

May 4, 2015

The Geopolitical Case for Crude Oil Exports

By Chris Brown

The US ban on crude oil exports was a prominent topic of discussion when industry leaders and high-ranking government officials from across the globe convened in Houston in April for IHS CERAWeek, one of the energy industry’s largest annual conferences. Indeed, over the past year the longstanding ban has emerged as one of the hottest […]

Energy & Environment Energy Markets & Governance

New Atlanticist

Apr 23, 2015

Gazprom, Just Follow the Law

By Richard L. Morningstar

European energy security has received a great deal of attention on both sides of the Atlantic since Russia suspended gas shipments through Ukraine in the winter of 2009. In response to Ukraine’s experience, the European Union has taken steps to develop interconnectors and new liquefied natural gas facilities that would allow gas to flow to […]

Energy & Environment Energy Markets & Governance

New Atlanticist

Apr 15, 2015

In a New Bipolar Energy Order, America Must Assert Itself in the Arctic

By Vicente López-Ibor Mayor

This month’s US chairmanship of the Arctic Council has come at a particularly geopolitically divisive time. Previous years have seen increasing competition between nations to exploit the Arctic’s vast untapped energy reserves. It is a competition the US government has been less active in due to environmental concerns. More important and less widely acknowledged is […]

Energy & Environment Energy Markets & Governance

UkraineAlert

Apr 14, 2015

The Balkan Piece of the Putin Puzzle

By Stephen Blank

While the Russian threat to Poland and the Baltic States has sparked justified anxiety, Russian President Vladimir Putin’s imperial adventure is just as much of a threat to the Balkans.  Moscow is putting on a full-court press—using energy exports, information warfare, trade, arms sales, and efforts to obtain military bases in Cyprus, Montenegro and Serbia—to […]

Energy & Environment Energy Markets & Governance

New Atlanticist

Apr 9, 2015

Can Gazprom Really Cut Out Ukrainian Transit Post-South Stream?

By Nolan Theisen

Despite an unceremonious end to the controversial South Stream mega-pipeline, Russia remains outspoken and determined in its effort to carve Ukraine entirely out of its European natural gas deliveries which accounted for 62 billion cubic meters (bcm) of Gazprom’s European-bound exports in 2014. Formally announced in 2007, South Stream had been the centerpiece of this […]

Energy & Environment Energy Markets & Governance
US Capitol, May 4, 2004

NATOSource

Mar 5, 2015

Why the New US Congress Matters to Europe

By Robbie Gramer

Since the new, Republican-led Congress took office a few weeks ago, transatlantic policymakers should anticipate changes in Washington’s foreign policy atmosphere.

Economy & Business Energy & Environment

UkraineAlert

Mar 3, 2015

Europe Averts Winter Gas Cutoff for Now with Ukraine-Russia Deal

By New Atlanticist

For Long-Term Security, EU Should Push Moscow to Obey Rules and Kyiv to Reform Gas Sector By brokering a March 2 interim gas deal between Ukraine and Russia, the European Union helped avert a wintertime cutoff of gas to Ukraine and other parts of Europe. Russia had threatened to halt supplies to Ukraine in the […]

Energy & Environment Energy Markets & Governance

UkraineAlert

Mar 3, 2015

To Secure Europe’s Energy, Build a Market and Integrate Ukraine

By Basil Kalymon and Adonis Yatchew

Europe Should Press Moscow to Respect EU Rules—and Kyiv to End Gas Monopoly In recent days, Russia has once more threatened the security of Europe’s gas supplies by announcing that it will refuse to pipe gas through Ukraine and will require that a southern alternative be built through Turkey. The European gas supply system has […]

Energy & Environment Energy Markets & Governance
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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, March 26, 2026 • 10:00 am ET

The US-Syria Energy Symposium
Energy & Environment Energy Markets & Governance Middle East Syria
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