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

The global energy crisis and its impacts on Asian emerging economies

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
The global energy crisis and its impacts on Asian emerging economies

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
The global energy crisis and its impacts on Asian emerging economies

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

Report

Jun 5, 2026

The global energy crisis and its impacts on Asian emerging economies

By Phillip Cornell

The Strait of Hormuz energy crisis poses a stress test for import-dependent, emerging economies in Asia, forcing difficult trade-offs.

East Asia Energy & Environment

EnergySource

Jun 5, 2026

India’s energy security at a crossroads: The Hormuz crisis and an opportunity for US-India cooperation

By Paul Stahle

The Iran crisis has exposed India's energy vulnerabilities but opens an opportunity for a stronger trade partnership between the US and India.

Energy & Environment Energy Markets & Governance

EnergySource

Jun 4, 2026

A US oil export ban could raise pump prices

By Ben Cahill

If the Strait of Hormuz closure continues and gasoline prices increase further, US policymakers might consider banning oil exports. But instead of lowering prices, it could have the opposite effect.

Energy & Environment Energy Markets & Governance

Issue Brief

Jun 1, 2026

Powering AI

By Joseph Webster, Frank Willey

AI’s expanding energy footprint, from component fabrication to training and deployment, raises challenges for infrastructure, sustainability, and strategic autonomy.

Artificial Intelligence Energy & Environment

EnergySource

May 29, 2026

How the US can use its natural gas abundance to ease rising fertilizer prices

By Ellen Wald

The price of fertilizers, many of which are derived from natural gas, have increased due to the conflict in Iran, putting food security at risk. The US has tools to help ease the crisis.

Energy & Environment Energy Markets & Governance

Global Energy Agenda

May 27, 2026

Greece’s energy realism: A bridge for transatlantic energy cooperation

By Stavros Papastavrou

Greece has the resources, geography, and geopolitical partnerships to help strengthen European energy security and advance its energy transition.

Energy & Environment Energy Markets & Governance

EconoGraphics

May 21, 2026

Energy Sanctions Dashboard: October 2025

The October 2025 edition of the Energy Sanctions Dashboard analyzed China’s central role in the market for sanctioned oil and the techniques Russia, Iran, and Venezuela use to evade sanctions on oil.

Africa China

Global Energy Agenda

May 12, 2026

The missing link in the US energy advantage: Connecting supply to demand

By Mike Sommers

The US has the energy supplies to help meet rising demand—its challenge is building the infrastructure to connect one to the other. Permitting reform could change this.

Energy & Environment Energy Markets & Governance

EnergySource

Apr 30, 2026

Breaking with OPEC, the UAE is now a free agent. What this means for markets and regional unity

By Ellen Wald

The UAE's departure from OPEC will both impact oil markets and mark a significant historic shift for the region.

Energy & Environment Energy Markets & Governance

Fast Thinking

Apr 28, 2026

Why is the UAE leaving OPEC? 

By Atlantic Council experts

Our experts unpack the geopolitical and energy market impacts of the UAE's just-announced departure.

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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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