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

Canada’s voters send a message to Washington—and the world

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
Canada’s voters send a message to Washington—and the world

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
Canada’s voters send a message to Washington—and the world

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

Transcript

Jan 11, 2020

Delivering energy access and meeting demand in South and Southeast Asia

By Atlantic Council

Atlantic Council 2020 Global Energy Forum Delivering Energy Access and Meeting Demand in South and Southeast Asia Speaker: Mohamed Al Ramahi, Chief Executive Officer, Masdar The Hon. Dr. Tawfiq-e Elahi Chowdhury, Energy Adviser to the Honorable Prime Minister, People’s Republic of Bangladesh Alisa Newman-Hood, Senior Vice President, Excelerate Energy Paddy Padmanathan, President and CEO, ACWA […]

Bangladesh Energy & Environment

New Atlanticist

Jan 11, 2020

Gas imports remain key to Asia’s development plans

By Adal Mirza

Despite rising renewable energy generation, South and South East Asia will continue to look at major investments in new gas import infrastructure to displace more carbon-intensive fuels, as the region races to meet its development ambitions.

Energy Markets & Governance Energy Transitions

Transcript

Jan 11, 2020

The role of the oil and gas industry in the energy transition

By Atlantic Council

Atlantic Council 2020 Global Energy Forum The Role of the Oil and Gas Industry in the Energy Transition Conversation With: Musabbeh Al-Kaabi, Chief Executive Officer, Petroleum and Petrochemicals, Mubadala Investment Company Panel Discussion: Dr. Barbara Burger, President, Technology Ventures, Chevron Corporation Anatol Feygin, Executive Vice President and Chief Commercial Officer, Cheniere Energy Inc. Dr. Robert […]

Energy Markets & Governance Energy Transitions
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Content

Fast Thinking

Apr 29, 2025

Canada’s voters send a message to Washington—and the world

By Atlantic Council

Our experts explain what the Liberals’ election victory means for Canada’s relations with Washington and approach to foreign policy.

Economy & Business Elections

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

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
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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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