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

Khakova quoted in Naftemporiki on European energy security

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
Khakova quoted in Naftemporiki on European energy security

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
Khakova quoted in Naftemporiki on European energy security

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

Global Energy Forum

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

Global Energy Forum

Jan 9, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
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Content

In the News

Feb 12, 2025

Khakova quoted in Naftemporiki on European energy security

By Olga Khakova

Eastern Europe Energy & Environment

Econographics

Feb 11, 2025

Securing energy independence: The US path to resilient enriched uranium supply chain

By Mikael Pir-Budagyan

One critical challenge for the United States in the energy security space is the sourcing of enriched uranium that fuels nuclear reactors across the country, vital for the energy transition away from fossil fuels.

Americas Economy & Business

New Atlanticist

Feb 5, 2025

Baltic states unplug from Russia’s power grid—but Moscow still looms over critical infrastructure

By Justina Budginaite-Froehly

Breaking from the Russian system, Estonia, Latvia, and Lithuania are about to synchronize their electricity systems with the Continental Europe Network.

Energy Markets & Governance Europe & Eurasia

MENASource

Feb 5, 2025

How the US can benefit from deepening Azerbaijani-Israeli ties

By Joseph Epstein

Washington should learn from Israel’s diplomatic and security collaboration with Azerbaijan to bolster its own ties with Baku.

Defense Policy Economy & Business

Transcript

Feb 4, 2025

Jonathan Wilkinson: US and Canada need to ‘walk back from the brink’ and find new ways to cooperate—including on energy

By Atlantic Council

At an Atlantic Council event, the Canadian energy minister made the case for a US-Canada alliance on energy and minerals.

Energy & Environment Energy Markets & Governance

New Atlanticist

Feb 1, 2025

Experts react: Trump just slapped tariffs on Mexico, Canada, and China. What’s next?

By Atlantic Council experts

Our experts explain the economic and geopolitical implications of the US tariffs on Mexico, Canada, and China.

China Economy & Business

New Atlanticist

Jan 30, 2025

Tariffs on Canada and Mexico could hurt Trump’s quest for US energy dominance

By David L. Goldwyn, Joseph Webster

A trade war against Canada and Mexico could affect US energy prices and have significant geopolitical ramifications.

Energy & Environment Energy Markets & Governance

EnergySource

Jan 27, 2025

DOGE should use AI to fix environmental review

By William Yancey Brown

The National Environmental Policy Act's (NEPA) often lengthy process can delay crucial development projects and job creation. To address this, Trump’s newly established Department of Government Efficiency should leverage AI technologies to accelerate environmental reviews, modernizing the administration of NEPA.

Artificial Intelligence Energy & Environment

Issue Brief

Jan 23, 2025

‘Maximum pressure’ sanctions on Venezuela help US adversaries, hurt Venezuelans

By William Tobin

The "maximum pressure" strategy employed from 2018 to 2022 against the illegitimate Nicolás Maduro regime in Venezuela did not serve US interests. In this issue brief, the author argues that US sanctions must be linked to clear, targeted objectives.

Economy & Business Energy & Environment

In the News

Jan 21, 2025

Clabough in Real Clear Energy: “Don’t Turn Back: The Great Debate on Energy Subsidies”

By Andrea Clabough

Americas Climate Change & Climate Action
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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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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