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

Turkey’s gas diversification strategy and rising share of LNG

GeoTech Cues May 21, 2025

To build tomorrow’s power grid, the United States should look to geothermal energy

By Sudeep Kanungo, Will LaRivee

Geothermal energy offers a promising solution for stable, reliable baseload power. But to unlock its full potential, the US government must take action to reduce the barriers to entry for industry.
Energy & Environment Energy Markets & Governance
Turkey’s gas diversification strategy and rising share of LNG

EnergySource Apr 29, 2025

Can Nord Stream really rise from the dead? 

By Alan Riley

Despite recent discussions between Moscow and Washington over restarting the Nord Stream pipelines, legal, financial, and political hurdles make reopening them improbable. Multimillion dollar claims against Gazprom along with US stakes in the European LNG market are likely to severely limit support for Russian gas flows to the EU.
Energy & Environment Energy Markets & Governance
Turkey’s gas diversification strategy and rising share of LNG

New Atlanticist Apr 17, 2025

How the National Energy Dominance Council can set the US on the path to energy security

By Ellen Wald

The National Energy Dominance Council must act quickly to restore stability to the energy industry amid geopolitical uncertainty.
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

Issue Brief

Mar 3, 2026

Turkey’s gas diversification strategy and rising share of LNG

By Eser Özdil

An analysis of Turkey's LNG diversification strategy from 2016 to 2025 and the geopolitical implications of Turkey’s emergence as a gas exporter to Europe.

Energy Markets & Governance Geopolitics & 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

Issue Brief

Feb 26, 2026

Standardizing carbon accounting worldwide with a single, robust, cost-effective system

By Vincent Aussilloux, Yann Coatanlem, and Karthik Ramanna

Carbon accounting has the potential to accelerate decarbonization, improve energy resilience, and strengthen economic security. But first, countries must decide on a robust, standardized system.

Energy & Environment Energy Markets & Governance

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

Memo to...

Feb 3, 2026

Memo to the president: Steps to secure a prosperous, US-aligned Venezuela

By Jason Marczak, Ambassador James Story, General (ret.) Laura J. Richardson, and Geoff Ramsey

One month after Nicolás Maduro’s removal from power, Washington has significant leverage it can use in the short term to boost the odds of a stable, democratic Venezuela emerging in the long term. To that end, our experts lay out the tough asks the US government should make of interim president Delcy Rodríguez.

Corruption Democratic Transitions

Report

Jan 26, 2026

In Iraq, China’s long game unfolds

By Sardar Aziz and Mohammed A. Salih

As China seeks new markets abroad and energy security at home, Iraq has become integral to Beijing’s plans in the Middle East. Baghdad finds itself caught between its security needs, for which it depends on the United States, and the economic needs of its growing population.

China Energy Markets & Governance

MENASource

Jan 21, 2026

Why US markets are betting on Saudi Arabia 

By Khalid Azim

Saudi Arabia’s long-term strategy is coherent, ambitious, and increasingly credible. US debt capital markets, for now, appear to agree.

Economy & Business Energy Markets & Governance

EnergySource

Jan 12, 2026

How Venezuela’s future will help determine US diesel and trucking costs 

By Joseph Webster

The US intervention in Venezuela could have ripple effects on US diesel and trucking costs. The impact will fall disproportionately on rural areas.

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

MENASource

Dec 16, 2025

What will 2026 bring for the Middle East and North Africa?

By Atlantic Council experts

As 2025 comes to a close, our senior analysts unpack the most prominent trends and topics they are tracking for the new year.

Climate Change & Climate Action Democratic Transitions
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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

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

The US-Syria Energy Symposium
Energy & Environment Energy Markets & Governance Middle East Syria
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