Geopolitics & Energy Security

Geopolitics & Energy Security

The combination of energy and geopolitics can disrupt regional stability and have major effects on global energy markets. By monitoring challenges and opportunities at this intersection, emerging risks can be identified and trends can be highlighted to provide a clearer picture of the global energy landscape.

Recent analysis

Putin’s Ukraine invasion has made Russia China’s junior partner

Dispatches Mar 17, 2026

How the Iran war could trigger a European energy crisis

By Lisa Basquel

Refilling Europe’s depleted gas storage—already a difficult task given the continent’s efforts to stop purchasing Russian gas—is even more difficult now with the Strait of Hormuz effectively closed.
Conflict Economy & Business
Putin’s Ukraine invasion has made Russia China’s junior partner

UkraineAlert Mar 17, 2026

The Iran war is good for the Russian economy but bad for Putin’s prestige

By Maksym Beznosiuk, Will Dixon

From Armenia and Syria to Venezuela and Iran, Moscow’s inability since 2022 to aid its allies in times of crisis has seriously damaged Russia’s reputation as a global power, write Maksym Beznosiuk and Will Dixon.
Conflict Geopolitics & Energy Security
Putin’s Ukraine invasion has made Russia China’s junior partner

Dispatches Mar 13, 2026

Romania’s drone and energy plans with Ukraine make Europe stronger and more secure

Romanian President Nicușor Dan hosted his Ukrainian counterpart on March 12, underscoring Bucharest’s growing role in regional security.
Drones Geopolitics & Energy Security

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

Online Event Thu, December 4, 2025 • 8:00 am ET

Enhancing Taiwan’s energy resilience: A cross-strait and beyond seminar
Crisis Management Geopolitics & Energy Security Indo-Pacific Resilience & Society
Public Event Thu, December 11, 2025 • 1:00 pm ET

2025 Critical Minerals Supply Chains Summit
Defense Industry Economy & Business Energy & Environment Geopolitics & Energy Security
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Content

UkraineAlert

Sep 23, 2026

Putin’s Ukraine invasion has made Russia China’s junior partner

By Zahar Hryniv

Putin’s evident inability to secure Beijing’s backing for the Power of Siberia-2 pipeline is strengthening international perceptions that the invasion of Ukraine has reduced Russia to the status of China’s junior partner, writes Zahar Hryniv.

China Conflict

Dispatches

Sep 21, 2026

Dispatch from Baku: Azerbaijan must look forward even amid Russian and Iranian conflicts

By Andrew D’Anieri

A recent visit to the Caucasus region reveals a country exposed to two wars, but also one that must not wait to chart its economic and diplomatic future.

Central Asia Economy & Business

EnergySource

Sep 17, 2026

What von der Leyen’s SOTU speech got right about energy—and where the EU still needs to pivot

By Atlantic Council experts

The EU State of the Union address recognizes important energy system challenges but also leaves details on actions murky.

Energy & Environment Energy Transitions

MENASource

Sep 16, 2026

Could the GCC and Iran collaborate to solve the Strait of Hormuz crisis?

By Alia Brahimi

A Gulf-led maritime cooperation could break the Hormuz stalemate by offering Iran an off-ramp while preventing unilateral control.

Geopolitics & Energy Security Middle East

UkraineAlert

Sep 8, 2026

Ukrainian drone strikes are disarming Russia’s energy weapon

By Ana Lejava

For years, Russia wielded its energy capacity as a weapon against its neighbors to manipulate, coerce, and control. Ukraine’s strategic bombing campaign is now turning this energy weapon against Moscow itself, writes Ana Lejava.

Central Asia Conflict

EnergySource

Sep 2, 2026

The diesel shock is here. Which US states will be hit the hardest?

By Joseph Webster and Theo Aldrighi

Learn how the Strait of Hormuz closure is affecting states' supply and price of distillate fuel oil.

Energy & Environment Geopolitics & Energy Security

EnergySource

Aug 26, 2026

Electricity demand is rising. How can the US secure energy for its dual military and civilian needs?

By Chuck "Chim Chim" Dockery, Wilson RIckerson, Morgan D. Bazilian

US military bases rely on the civilian power grid and are just as vulnerable to blackouts as regular customers. New policies should prioritize supply and resilience for critical missions.

Energy & Environment Geopolitics & Energy Security

Dispatches

Aug 24, 2026

Experts react: Will Trump’s Operation Economic Outcast isolate Iran?

By Atlantic Council experts

Our experts weigh in on the US Treasury’s newest measures intended “to sever every remaining economic lifeline sustaining” the Iranian regime.

Conflict Economy & Business

UkraineAlert

Aug 20, 2026

Zelenskyy’s recent Serbia visit was a win for Ukraine and the West

By Stephen Blank

Ukrainian President Volodymyr Zelenskyy's recent visit to Serbia highlighted growing ties between Kyiv and Belgrade while also underlining wartime Ukraine's emergence as an important geopolitical player, writes Stephen Blank.

Conflict Elections

Dispatches

Aug 13, 2026

The Danube is running dry, and taking Central Europe’s power supply with it

By Alex Șerban, Silvian Trandafir

From nuclear power in Romania and Hungary to hydropower in Serbia, the region depends on the major European river to meet its energy needs.

Central Europe Energy & Environment
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Experts

Fellow

Ahmed Aboudouh

Former Nonresident Fellow

Rafik Hariri Center & Middle East programs Scowcroft Middle East Security Initiative

Arabic China

Fellow

Yesar Al-Maleki

Nonresident Senior Fellow

Iraq Initiative Rafik Hariri Center & Middle East programs

Arabic Geopolitics & Energy Security

Fellow

Shahira Amin

Nonresident Senior Fellow

Rafik Hariri Center & Middle East programs Scowcroft Middle East Security Initiative

Arabic Economy & Business

Expert

Defne Arslan

Senior Director

Atlantic Council Turkey Program

Economy & Business Energy & Environment

Fellow

Marino Auffant

Nonresident Senior Fellow

GeoStrategy Initiative Scowcroft Center for Strategy and Security

Economy & Business Energy & Environment

Staff

Lisa Basquel

Assistant Director

Global Energy Center

Energy & Environment Europe & Eurasia
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Events

Public Event Thu, October 8, 2026 • 6:00 pm ET

Sea change: America’s new great game in the Arctic Circle
Defense Policy Defense Technologies Economy & Business Energy & Environment
Public Event Wed, October 14, 2026 • 12:00 pm ET

2026 Energy & Defense Summit
Energy & Environment Geopolitics & Energy Security