Recent analysis

Solving the US military’s gallium dilemma requires turning trash into treasure

EnergySource May 21, 2025

Replace the Inflation Reduction Act with FUEL-AI

By Joseph Webster

To compete in the global AI race, the United States must dramatically expand its power supply. Replacing the Inflation Reduction Act with the FUEL-AI Act would reorient energy policy toward national security, fast-tracking domestic energy production and infrastructure to power America’s AI future.
Energy & Environment Energy Transitions
Solving the US military’s gallium dilemma requires turning trash into treasure

MENASource May 15, 2025

Feeding the ‘water mafia’: Sanctions relief and Iran’s water crisis

By Nik Kowsar

Trump comments mark the first time a US president acknowledges a “water mafia”: a connected network responsible for ecological catastrophes.
Climate Change & Climate Action Energy & Environment
Solving the US military’s gallium dilemma requires turning trash into treasure

New Atlanticist Apr 30, 2025

Experts react: At last, the US and Ukraine signed a minerals deal. Here’s what to expect next.

By Atlantic Council experts

After months of wrangling, Washington and Kyiv quietly finalized a much-anticipated agreement on April 30. Atlantic Council experts dig into the details.
Geopolitics & Energy Security Politics & Diplomacy

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Americas Civil Society Corruption Democratic Transitions
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EnergySource

Oct 15, 2025

Solving the US military’s gallium dilemma requires turning trash into treasure

By Macdonald Amoah, Morgan D. Bazilian, Lt. Col. Jahara "Franky" Matisek, and Col. Katrina Schweiker

The metal gallium plays an outsized role in US war readiness—and China controls most of its supply. As geopolitical competition deepens, the United States needs a new playbook to fix this vulnerability.

China Energy & Environment

Report

Oct 14, 2025

Responsible stewardship models can transform Africa’s mineral wealth into prosperity

By Mamadou Fall Kane

As investors race to secure access to Africa’s supplies of critical minerals, African nations should invest some of the proceeds in sovereign wealth funds that can manage mineral revenue transparently, protect African economies from price volatility, and secure the benefits of finite resources in a sustainable way.

Africa Economy & Business

UkraineAlert

Oct 14, 2025

Russian strikes on Ukraine’s energy infrastructure are a European problem

By Aura Sabadus

Russia’s strikes on Ukrainian energy infrastructure are no longer just a Ukrainian problem. Moscow’s bombing campaign will become a wider European issue unless more support is offered to Kyiv, writes Aura Sabadus.

Conflict Drones

TURKEYSource

Oct 9, 2025

How energy and trade are redefining US–Turkey regional cooperation

By Pınar Dost

As Ankara and Washington are recalibrating their energy and trade strategies, a new model of US–Turkey cooperation is emerging.

Economy & Business Energy & Environment

EnergySource

Oct 9, 2025

EU enlargement could redefine its energy geopolitics

By Andrei Covatariu

The EU's next enlargement wave could lead to greater European competitiveness and influence—or risk deepening divisions within the bloc. Tying energy security to enlargement offers Brussels a way back into the geopolitical game.

Central Europe Eastern Europe

Issue Brief

Oct 9, 2025

Critical minerals in crisis: Stress testing US supply chains against shocks

By Reed Blakemore, Alexis Harmon, Peter Engelke

How can policymakers prepare for shocks to critical mineral supply chains and create mineral security amid a wide range of threats and challenges?

Energy & Environment Geopolitics & Energy Security

MENASource

Sep 30, 2025

Is the Baghdad-Erbil oil deal a blueprint for settlement—or a stopgap? 

By Victoria J. Taylor , Yerevan Saeed

Whether the oil deal will be a tactical stopgap or a step towards permanent settlement will become known after the Iraq's elections and the year's end.

Energy Markets & Governance Geopolitics & Energy Security

EnergySource

Sep 15, 2025

Jet fuel, China, and lanthanum: a hidden risk to US military power projection

By Macdonald Amoah, Morgan Bazilian, and Jahara Matisek

The making of jet fuel for military use depends on the rare earth element lanthanum. With China in control of most of the element's supply, the United States must prepare for potential supply disruptions.

China Energy & Environment

EnergySource

Sep 11, 2025

What von der Leyen’s call to ‘fight’ means for European energy and climate goals 

By Atlantic Council experts

Atlantic Council experts provide their take on von der Leyen's vision for energy as laid out in her State of the Union speech.

Energy & Environment Europe & Eurasia

New Atlanticist

Sep 5, 2025

Why China and Russia are unlikely to move the Power of Siberia-2 pipeline forward

By Joseph Webster, Landon Derentz

While questions remain over the mega pipeline project, Russia has already secured significant export volumes via smaller projects, largely from Chinese buyers.

China Economy & Business
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Alina L. Romanowski

Distinguished Fellow

Iraq Initiative Scowcroft Middle East Security Initiative

Economy & Business Geopolitics & Energy Security

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Ryan J. Lamke

Nonresident Senior Fellow

Global Energy Center

Arabic China

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Bushra Shammout

Head of Energy Security Winter Preparedness Strategy and Ministerial Briefing, Department of Energy Security and Net Zero

Millennium Leadership Program

Europe & Eurasia Geopolitics & Energy Security

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Uliana Certan

Program Assistant, European Engagement

Global Energy Center

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Sherri Goodman

Board Director

Adrienne Arsht National Security Resilience Initiative Global Energy Center

Climate Change & Climate Action Energy & Environment

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Lisa Basquel

Program Assistant, European Energy Security

Global Energy Center

Energy & Environment Europe & Eurasia
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