Energy Markets & Governance

Energy & Environment

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

The future of global energy policy is abundance

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

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

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

Issue Brief

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Bangladesh

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Bangladesh must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Bangladesh seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Bangladesh Climate Change & Climate Action

Issue Brief

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Pakistan

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Pakistan must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Pakistan seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Climate Change & Climate Action Energy Markets & Governance

Issue Brief

Jan 9, 2020

Election 2020: What’s at stake for energy policy?

By David L. Goldwyn, Andrea Clabough

As the US presidential election in November 2020 draws nearer, the energy policy platforms—including domestic energy, climate change, foreign, and trade policies—from the Democratic candidates, as well as the energy policies of a potential second Trump Administration, have become increasingly clear.

Energy Markets & Governance Energy Transitions

Content

EnergySource

Mar 31, 2025

The future of global energy policy is abundance

By Charles Hendry

The United States and Europe are diverging on energy policy, with the United States prioritizing low costs and economic growth while the United Kingdom and the European Union focus on decarbonization. But reconciling these approaches is possible through the lens of energy abundance—each country must leverage its most plentiful resources to drive down costs, enhance security, and support sustainability without burdening consumers.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 28, 2025

Nord Stream could divide Europe yet again

By Michał Kurtyka

Washington's potential reset with Moscow, amid Ukraine peace negotiations, has revived discussions on the future of Nord Stream 2. Whether the Trump administration would cede its LNG market in Europe to Russian pipeline exports remains to be seen. For Europe, however, reopening the pipeline would be a costly mistake.

Eastern Europe Economy & Business

New Atlanticist

Mar 27, 2025

A US-Saudi deal without Israel? Here’s what the US should ask for.

By Kirsten Fontenrose

Trump could deliver a stronger security agreement with Saudi Arabia that includes the hefty asks from the kingdom without normalization with Israel. But should he?

Defense Policy Economy & Business

New Atlanticist

Mar 26, 2025

An ‘America first’ approach to Venezuela is taking shape

By Geoff Ramsey

US tariff threats against countries importing Venezuelan oil seem geared toward extracting concessions from strongman leader Nicolás Maduro.

Economy & Business Energy Markets & Governance

New Atlanticist

Mar 25, 2025

The US needs to build a new Caribbean policy. Rubio’s trip to the region can be the first step.

By Wazim Mowla

US engagement with the Caribbean should prioritize energy investments and efforts to reduce violent crime in the region.

Caribbean Economy & Business

Issue Brief

Mar 21, 2025

To win the AI race, the US needs an all-of-the-above energy strategy

By Joseph Webster

To ensure US AI leadership, the United States must harness all forms of energy, allow a level playing field, and remove red tape constraining the buildout of critical enablers, especially transmission lines and grid enhancing technologies.

Artificial Intelligence China

EnergySource

Mar 11, 2025

The Mediterranean must work collectively to harness the power of renewables

By Karim Elgendy

The EU Commission’s recent release of its Clean Industrial Deal underscored regional commitment to decarbonization. To capitalize on this momentum, the Mediterranean must engage in cross-border collaboration to overcome geopolitical tension and limited finance to achieve its renewables goals.

Energy & Environment Energy Markets & Governance

New Atlanticist

Mar 11, 2025

Mexico’s new electricity law could boost the country’s energy sector. But big questions remain.

By David L. Goldwyn and César Emiliano Hernández Ochoa

President Claudia Sheinbaum is taking a practical, technocratic approach to Mexico’s longstanding underinvestment in electricity generation, transmission, and distribution. But there are several ways that her current plans could fall short.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 7, 2025

The US can reduce Russia’s nuclear energy—and geopolitical—influence

By Marina Lorenzini

As the Trump administration outlines its energy priorities, strengthening the US nuclear industry remains a point of bipartisan agreement. Revitalizing this sector will lead not only to domestic economic growth, but also a reduction in Russia’s dominance in global nuclear markets and its geopolitical leverage.

Energy & Environment Energy Markets & Governance

EnergySource

Mar 6, 2025

How shifting political leadership, war, and generative AI are shaping the energy outlook: Insights from the 2025 Global Energy Agenda

By Landon Derentz, Christine Suh, Bailee Mathews

Political shifts, heightened conflict, and the growth of generative AI are transforming the energy system. Leadership perspectives and survey results from the Atlantic Council's 2025 Global Energy Agenda provide a valuable roadmap for adapting to the evolving energy landscape.

Energy & Environment Energy Markets & Governance

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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Dispatches

Inflection Points

UkraineAlert

MENASource

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Energy Markets & Governance

Recent analysis

The risk of unknown unknowns for global markets amid war in Iran

How Europe can shape—not fear—the US ‘hydrocarbon-state’

Don’t solve the power reliability crisis by creating an affordability crisis

Programs

Events

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Bangladesh

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Pakistan

Election 2020: What’s at stake for energy policy?

Content

The future of global energy policy is abundance

Nord Stream could divide Europe yet again

A US-Saudi deal without Israel? Here’s what the US should ask for.

An ‘America first’ approach to Venezuela is taking shape

The US needs to build a new Caribbean policy. Rubio’s trip to the region can be the first step.

To win the AI race, the US needs an all-of-the-above energy strategy

The Mediterranean must work collectively to harness the power of renewables

Mexico’s new electricity law could boost the country’s energy sector. But big questions remain.

The US can reduce Russia’s nuclear energy—and geopolitical—influence

How shifting political leadership, war, and generative AI are shaping the energy outlook: Insights from the 2025 Global Energy Agenda

Experts

Istvan-Lorant Antal

Rabah Arezki

Olivia Azadegan

Emilie Bel

Neil Robert Brown

Caroline Cecot

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