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
Global Energy Forum
Jan 15, 2023
‘Global collaboration is needed’ on critical minerals to support the energy transition, says Indonesian energy minister
By
Atlantic Council
Energy minister Arifin Tasrif told fellow policy leaders at the Global Energy Forum that Indonesia is ready to cooperate with partner countries to develop the infrastructure needed to ramp up critical-mineral production.
Global Energy Forum
Jan 15, 2023
Amos Hochstein on how critical minerals impact net-zero progress—and US national security
By
Atlantic Council
The special presidential coordinator for global infrastructure and energy security warned that twentieth-century energy geopolitics are being copied over into the twenty-first century.
Global Energy Forum
Jan 15, 2023
The lessons of COP27 and how they can apply to COP28
By
Atlantic Council
Speaking at the Atlantic Council's Global Energy Forum, leaders from COP27 in Egypt give a debrief on lessons learned that could be applied to COP28 in the United Arab Emirates.
Content
Experts
Executive Leadership Intensive participant
Istvan-Lorant Antal
Executive Leadership Intensive participant