Energy Markets & Governance

No quick fixes for the squeeze on refined products

By Ben Cahill

US prices for refined products such as gasoline and diesel are soaring, underscoring the need for long-term planning mechanisms and safeguards to ensure reliable supply.

What the US executive order on bulk-power systems gets right—and what’s missing

By Landon Derentz, Frank Willey, Morgan D. Bazilian

The recently announced executive order on the US bulk-power system orders a sweeping review of security vulnerabilities. Experts assess the key opportunities and challenges.

Four questions on the US-Venezuelan oil deal

By David L. Goldwyn, Andrea Clabough

The impact of the "historic" oil deal between the US and Venezuela will remain uncertain until several unresolved issues are addressed.

The oil shock is sorting Latin America. The dividing line is institutions, not barrels.

By Liliana Diaz

Latin American countries that have been resilient amid the oil shock show how the region as a whole can reset its energy agenda toward stability.

How Japan is managing the energy shock

By Ben Cahill

Japan has so far managed the Hormuz oil market disruption comparatively well, but it will have to reassess its long-term energy strategy.

Five lessons from the oil market shock

By Ben Cahill

The past four months of the Hormuz crisis have surprised energy analysts. Taking stock of the impacts hints at structural changes to come.

The US paper fleet: The Jones Act and the 2026 Iran war stress test

By Morgan D. Bazilian, Jahara Matisek, Alex Gilbert, and Jamie Webster

The Hormuz crisis demonstrates that the Jones Act is no longer fit for purpose. It's time to update US maritime policy starting with the elimination of the domestic build rule.

Conflicts are jolting energy systems. Will they cause ‘structural breaks’?

By Global Energy Center

At the 2026 Atlantic Council Global Energy Forum, policy experts shared lessons learned from ongoing wars and explored potential future energy outcomes.

The global energy demand era calls for major change—here’s how countries are pivoting

By Global Energy Center

Energy experts, policymakers, and business leaders at the Atlantic Council's tenth Global Energy Forum share their insights into the current crisis and the path toward a more energy secure future.

2026 Global Energy Agenda full survey results

The Global Energy Agenda takes the pulse of the energy community, revealing expert views on global energy security, access, and sustainability.