Recent analysis

The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

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
The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

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
The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

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

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

Global Energy Forum

Jan 9, 2020

International grid integration: Efficiencies, vulnerabilities, and strategic implications in Asia

By Phillip Cornell

In order to meet growing global demand for electricity, and in response to an increase in renewables, power networks and markets are evolving and becoming increasingly interconnected. South and Southeast Asia have already had some success with interconnections, and China’s vision and Belt and Road Initiative loom large in the region, but there are geopolitical concerns to contend with. Could a US model manage these concerns? What is the state of regional power markets in Asia and investment in regional grid infrastructure, and what responses are we already seeing to emerging trends?

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

Energy sector diversification: Meeting demographic challenges in the MENA region

By Bina Hussein

The Middle East and North Africa (MENA) region is projected to experience significant demographic growth by 2050, growth which will have to be met with commensurate economic expansion and job opportunities, or the region will risk an increase in political instability. To meet this challenge, countries in the region must diversify their economies beyond the energy sector and expand their energy sector beyond hydrocarbons. What are the key trends that MENA countries will have to contend with, what is already being done, and what further steps should be taken?

Energy Markets & Governance Energy Transitions
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Content

Pipeline construction

EnergySource

Oct 17, 2019

The ‘principle of solidarity’: OPAL, Nord Stream, and the shadow over Gazprom

By Alan Riley

The OPAL judgment in Case T-883/16 "Republic of Poland v. European Commission" from the EU General Court will undermine Gazprom’s market dominance in Central and Eastern Europe.

Energy Markets & Governance Europe & Eurasia
European Court of Justice building

EnergySource

Oct 17, 2019

Impact of the European Court of Justice’s Opal decision

By Daniel D. Stein

The recent decision by the European Court of Justice to limit Gazprom’s use of Opal, an onshore pipeline in Germany, has wide-reaching implications for Gazprom’s use of both Nord Stream 1 and Nord Stream 2, as well as Gazprom’s reliance on Ukraine for gas transit to Europe.

Energy Markets & Governance Europe & Eurasia

New Atlanticist

Oct 10, 2019

Transatlantic energy cooperation gains momentum at the second P-TEC ministerial

By Olga Khakova

The second ministerial hosted by the US Department of Energy and the Republic of Lithuania was a significant step towards turning discussions into tangible solutions.

Energy Markets & Governance Geopolitics & Energy Security

In the News

Oct 9, 2019

Bell quoted in InfoSecurity Magazine on vulnerabilities to cyber attacks

By Atlantic Council

Cybersecurity Energy & Environment

Inflection Points

Sep 21, 2019

Trump’s Iran test: Nerves and vision

By Frederick Kempe

President Trump’s maximum pressure and Iran’s escalating responses have increased the risks of conflict. They have also brought a new chance of resolution that may become the most significant test yet of President Trump’s ability to transform his disruptive foreign policy into positive outcomes.

Defense Policy Economic Sanctions

New Atlanticist

Sep 19, 2019

The logic of Iran’s attack on Saudi Arabia

By Henry Rome and Robert Johnston

While previously mere threats against the safety of shipping were enough to send tremors through oil markets and spook past US presidents, Iranian leaders have seemed powerless to respond to the Trump administration’s “maximum pressure” campaign.

Geopolitics & Energy Security Iran

EnergySource

Sep 19, 2019

North Korea is trying to find a way to keep the lights on

By Halley Posner

Since the collapse of the USSR in 1991, the North Korean regime had to devise a way to meet its ever-growing energy demand without benefaction. But when all the options present their own set of flaws, the best answer seems still to be elusive.

East Asia Energy Markets & Governance

In the News

Sep 18, 2019

Slavin joins NPR to discuss US-Iran relations
Geopolitics & Energy Security Iran

MENASource

Sep 18, 2019

What the Abqaiq attack should teach us about critical infrastructure

By Thomas S. Warrick

The precision of the aerial attack on Abqaiq, whether it originated in Iran or outside it, shows both a willingness to target strategic critical infrastructure and a capability for extreme precision.

Crisis Management Geopolitics & Energy Security

In the News

Sep 18, 2019

Cohen in Newsweek: Donald’s Dilemma: Can He Retaliate to Attack on Saudi Oil Fields Without Starting a War with Iran?

By Atlantic Council

Geopolitics & Energy Security Iran
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Experts

Board director

Sherri Goodman

Board Director

Adrienne Arsht National Security Resilience Initiative Global Energy Center

Climate Change & Climate Action Energy & Environment

Staff

Lisa Basquel

Program Assistant, European Energy Security

Global Energy Center

Energy & Environment Europe & Eurasia

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
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Events

Public Event Tue, September 23, 2025 • 11:15 am ET

Resilient futures: Transatlantic energy-security cooperation in a new geopolitical era 
Central Europe Geopolitics & Energy Security Resilience
Public Event Wed, October 8, 2025 • 9:00 am ET

2025 Energy & Defense Summit
Defense Policy Energy & Environment Energy Markets & Governance Geopolitics & Energy Security