Geopolitics & Energy Security

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.

How to build energy resilience in an uncertain, contested world

By Charles Hendry, David L. Goldwyn, Lee Beck, Phillip Cornell, Ben Cahill

Read the reflections of Atlantic Council experts on the 2026 Global Energy Forum that explored how the US, allies, and partners can fortify interconnections against the weaponization of energy.

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.

To stop Chinese dual-use battery dominance, the United States and South Korea need to team up

By Joseph Webster, Alvin Camba, Emily E. Kim

Should China establish a global monopoly across battery supply chains, the military, strategic, and commercial implications for the US-ROK alliance will be profound.

Leading bipartisan lawmakers on how to achieve US energy ‘dominance’

By Katherine Golden

At the 2026 Global Energy Forum, lawmakers leading the charge on US energy security discussed their efforts and the role that allies can play.

From diversification to integration: A market-based LNG coordination mechanism in Europe

By Michał Kurtyka, Marcin Gawęda, and Lisa Basquel

Europe successfully diversified its LNG supply in a short period, but long-term energy security requires a structural redesign of how European gas markets are organized, priced, and supplied.

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.

The United States is a reliable energy partner: The data proves it

By Fred H. Hutchison

The market for US LNG is global, liquid, flexible, and governed by commercial contracts, making it appealing to importers over supply from coercive exporters like Russia.