Recent analysis

How Kazakhstan can anchor a resilient rare‑earth supply chain for the West

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
How Kazakhstan can anchor a resilient rare‑earth supply chain for the West

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
How Kazakhstan can anchor a resilient rare‑earth supply chain for the West

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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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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Public Event Wed, June 4, 2025 • 9:45 am ET

US-Central Asia Forum
Central Asia Economy & Business Europe & Eurasia Geopolitics & Energy Security
Flagship Event Tue, June 17, 2025 • 9:00 am ET

2025 Global Energy Forum

The ninth Atlantic Council Global Energy Forum will be held June 17 and 18 in Washington, DC.
Africa Americas Climate Change & Climate Action Energy & Environment
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New Atlanticist

Jun 3, 2025

How Kazakhstan can anchor a resilient rare‑earth supply chain for the West

By Miras Zhiyenbayev

By partnering with Kazakhstan on rare-earth element mining, the United States can reduce its dependence on China and build a more secure critical minerals supply chain.

Central Asia Energy & Environment

Report

Jun 2, 2025

Why the Middle Corridor matters amid a geopolitical resorting

By Karel Valansi

As an influence war is intensifying over transit routes, the West must immediately recognize the strategic importance of the Middle Corridor.

Central Asia Economy & Business

EnergySource

Jun 2, 2025

MDBs must finance nuclear power—or Russia and China will

By Juzel Lloyd

The growing influence of Russia and China in global nuclear energy financing threatens to reshape the future of energy geopolitics. To address this, multilateral development banks must recognize nuclear energy as a vital tool for expanding energy access, and modernize outdated policies to support deployment.

China Energy & Environment

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

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

Issue Brief

May 14, 2025

The United States’ role in managing the nuclear fuel cycle

By Kemal Pasamehmetoglu

Global nuclear energy generation is likely to increase significantly in the next few decades. This expansion provides an opportunity for the United States to shape the global nuclear energy landscape and set a high bar for standards of safety, security, and nonproliferation for the nuclear fuel cycle.

Climate Change & Climate Action Energy Markets & Governance

EnergySource

May 13, 2025

Four energy deals Trump will look to make on his Middle East trip 

By Ellen Wald

President Trump’s upcoming trip to the Middle East will focus on advancing energy and commercial agreements, including securing Gulf investments in US manufacturing, increasing US LNG imports, deepening nuclear cooperation with Saudi Arabia, and locking in oil production commitments. These efforts are ultimately aimed at advancing broader geopolitical objectives—countering Russian influence and strengthening US energy dominance.

Energy & Environment Energy Markets & Governance

EnergySource

May 9, 2025

Environmental risk weighs heavily on the possible rewards of deep sea mining 

By William Yancey Brown

Despite growing political momentum to advance deep sea mining for critical minerals, the practice remains at odds with existing US and international environmental laws. Current proposals fail to meet legal standards, and the potential for irreversible damage to marine ecosystems raises serious concerns.

Energy & Environment Geopolitics & Energy Security

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

Fast Thinking

Apr 29, 2025

Canada’s voters send a message to Washington—and the world

By Atlantic Council

Our experts explain what the Liberals’ election victory means for Canada’s relations with Washington and approach to foreign policy.

Economy & Business Elections
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Experts

Staff

Alexander Young

Project Assistant

Forward Defense Scowcroft Center for Strategy and Security

Defense Industry Europe & Eurasia

Fellow

Sudeep Kanungo

Nonresident Senior Fellow

GeoTech Center

Africa Energy & Environment

Fellow

Mahnaz Khan

Nonresident Senior Fellow

GeoTech Center

Geopolitics & Energy Security National Security

Fellow

Trevor H. Rudolph

Nonresident Senior Fellow

GeoTech Center

Cybersecurity Europe & Eurasia

Fellow

Meredith Berger

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Staff

Natalia Storz

Program Assistant

Global Energy Center

Energy & Environment Energy Transitions
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Events

Public Event Wed, June 4, 2025 • 9:45 am ET

US-Central Asia Forum
Central Asia Economy & Business Europe & Eurasia Geopolitics & Energy Security
Flagship Event Tue, June 17, 2025 • 9:00 am ET

2025 Global Energy Forum

The ninth Atlantic Council Global Energy Forum will be held June 17 and 18 in Washington, DC.
Africa Americas Climate Change & Climate Action Energy & Environment