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

First Annual Members’ Conference – Geopolitics of Energy

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

First Annual Members’ Conference – Geopolitics of Energy

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

First Annual Members’ Conference – Geopolitics of Energy

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

Public Event
Thu, March 26, 2026 • 10:00 am ET

The US-Syria Energy Symposium

Energy & Environment
Energy Markets & Governance
Middle East
Syria

Online Event
Tue, February 24, 2026 • 10:30 am ET

TotalEnergies CEO Patrick Pouyanné on the future of global energy markets

Energy & Environment
Energy Markets & Governance
United States and Canada

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


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Content

Event Recap

Sep 29, 2009

First Annual Members’ Conference – Geopolitics of Energy

By James Joyner

Summary of the breakout conversation “Geopolitics of Energy” at the 2009 Annual Members’ Conference. PARTICIPANTS: Dr. Daniel Yergin, President, Cambridge Energy Research Associates; Atlantic Council Individual Member; Member, Atlantic Council Business and Economics Advisory Group In Conversation with Mr. Frederick Kempe, President & CEO, Atlantic Council

Energy & Environment Energy Markets & Governance

Report

Jan 11, 2008

U.S.-Turkey Relations Require New Focus

A series of expert working papers released today by the Atlantic Council call for Turkey and the United States­ ­to give grea­ter priority to working in a trilatera­l f­ormat with Europe on energy sec­urity, co­unter-terrorism, and building regional stability in the broader Middle East.  The United States and Turkey have drifted apart­ since the end […]

Energy & Environment Energy Markets & Governance

Report

Jul 1, 2001

Thinking Beyond the Stalemate in U.S.-Iranian Relations: Volume II

By Elaine L. Morton

This report examines the full range of US interests in the US-Iran stalemate and suggests measures that could become part of a new strategic approach. It identifies the major issues that will need to be addressed if US-Iranian relations are to improve. In doing so it identifies areas in which cooperative endeavors might serve the […]

Energy & Environment Energy Markets & Governance

Report

May 1, 2001

Thinking Beyond the Stalemate in U.S.-Iranian Relations: Volume I

By Elaine L. Morton

This publication addresses the stalemate between the US and Iran. It argues that the stalemate satisfies emotionally many Americans but does not serve overall US interests. According to the paper, it hinders the achievement of several key US geopolitical interests, especially over the longer term. Download the PDF

Energy & Environment Energy Markets & Governance

Experts

Fellow

Ariel Cohen

Nonresident Senior Fellow

Eurasia Center

Central Asia Politics & Diplomacy

Fellow

Phillip Cornell

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Energy Markets & Governance

Fellow

Andrei Covatariu

Nonresident Senior Fellow

Global Energy Center

Eastern Europe Energy & Environment

Fellow

Liliana Diaz

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Energy Markets & Governance

Fellow

Lama El Hatow

Nonresident Fellow

empowerME Rafik Hariri Center & Middle East programs

Africa Climate Change & Climate Action

Fellow

Ariel Ezrahi

Nonresident Senior Fellow

Rafik Hariri Center & Middle East programs Scowcroft Middle East Security Initiative

Arabic Energy & Environment
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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