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

Great sea connections: Financing the Eastern Mediterranean’s energy transition

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
Great sea connections: Financing the Eastern Mediterranean’s energy transition

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
Great sea connections: Financing the Eastern Mediterranean’s energy transition

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.

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Events

Event Recap

Jun 19, 2012

Water and Watts: the Potential to Save Energy and Water in the Municipal, Industrial, and Commercial Sectors

By Adrienne Chuck

The third meeting in the Atlantic Council’s series on the Energy Water Nexus, the June 19th workshop entitled “Water and Watts” addressed the potential to save energy and water in the municipal, industrial, and commercial sectors.

Climate Change & Climate Action Energy & Environment

Event Recap

Dec 9, 2011

Strategy Session with National Security Advisor to the Prime Minister of Bulgaria

By Jason Harmala

On December 9, the Atlantic Council’s International Security Program hosted an off-the-record strategy session with Svetlin Yovchev, national security advisor to Boyko Borisov, Prime Minister of Bulgaria. He was previously head of Bulgaria’s State Agency for National Security and earlier he worked in the former National Security Service.

Energy & Environment Energy Markets & Governance

Event Recap

Nov 10, 2011

Energy Water Nexus Primary Fuels for Power and Transportation in the US

By Adrienne Chuck

 The Atlantic Council Energy and Environment Program has undertaken a series of workshops to investigate the intersection between water and energy. The “energy-water nexus” examines water availability, or more accurately water scarcity, as a key energy-related issue. With this series of conferences, the Council built upon its work to better inform Congress, the American public, […]

Climate Change & Climate Action Energy & Environment
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Content

Report

Jun 17, 2025

Great sea connections: Financing the Eastern Mediterranean’s energy transition

By Karim Elgendy

This report proposes frameworks for innovative financial mechanisms to simultaneously advance technological leapfrogging, economic development, and regional cooperation in the Eastern Mediterranean region.

Africa Energy & Environment

Issue Brief

Jun 16, 2025

Scaling up private capital for climate investment in emerging markets

By Amin Mohseni-Cheraghlou, Frank Willey

The gap between actual and needed global investment in renewable energy is projected to grow to tens of trillions of dollars over the next ten to thirty years.

Energy Markets & Governance

EnergySource

Jun 16, 2025

US global leadership in the age of electricity

By Robert F. Ichord, Jr.

Amid shifting geopolitics and the emerging "age of electricity," the United States has an opportunity to assert global leadership in energy and security. Through foreign policy, the Trump administration can leverage US strengths in natural gas, nuclear power, and emerging energy technologies to engage allies in building a secure and resilient global electricity system.

China Energy & Environment

Issue Brief

Jun 12, 2025

Energy strategy across the Arabian Sea and Indian Ocean

By Phillip Cornell

The energy landscape of the ASIO region is also a key component of broader, global geopolitical and strategic change.

Energy & Environment Energy Markets & Governance
A LB Steel LLC's employee manufactures a component for new Amtrak Acela trains built in partnership with Alstom in Harvey, Illinois, U.S. December 4, 2019. REUTERS/Kamil Krzaczynski

Issue Brief

Jun 12, 2025

Building for tomorrow: Preparing US industry to compete in a lower-carbon global economy

By David L. Goldwyn, Andrea Clabough

The question for US policymakers is not whether to compete, but how.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jun 3, 2025

How Kazakhstan can anchor a resilient rare‑earth supply chain for the West

By Miras Zhiyenbayev

By partnering with Kazakhstan on rare-earth element mining, the United States can reduce its dependence on China and build a more secure critical minerals supply chain.

Central Asia Critical Minerals

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

Issue Brief

May 14, 2025

The United States’ role in managing the nuclear fuel cycle

By Kemal Pasamehmetoglu

Global nuclear energy generation is likely to increase significantly in the next few decades. This expansion provides an opportunity for the United States to shape the global nuclear energy landscape and set a high bar for standards of safety, security, and nonproliferation for the nuclear fuel cycle.

Climate Change & Climate Action Critical Minerals

EnergySource

May 13, 2025

Four energy deals Trump will look to make on his Middle East trip 

By Ellen Wald

Trump’s upcoming trip to the Middle East will focus on advancing energy and commercial agreements, including securing Gulf investments in US manufacturing, increasing US LNG imports, deepening nuclear cooperation with Saudi Arabia, and locking in oil production commitments. These efforts are ultimately aimed at advancing broader geopolitical objectives—countering Russian influence and strengthening US energy dominance.

Energy & Environment Energy Markets & Governance

EnergySource

May 5, 2025

Make critical mineral spending matter this time  

By Ashley Zumwalt-Forbes

The United States has a crucial opportunity to translate large-scale funding into critical mineral stockpiling and resilient supply chains—but only if Congress structures spending to create durable markets. Without clear demand signals, real commercial offtakes, and price stability, proposed funding risks falling short of delivering on its potential.

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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