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

US foreign policy and Euro-Caspian energy security: The time is now to build the Trans-Caspian Pipeline

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
US foreign policy and Euro-Caspian energy security: The time is now to build the Trans-Caspian Pipeline

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
US foreign policy and Euro-Caspian energy security: The time is now to build the Trans-Caspian Pipeline

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

Report

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

Report

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

EnergySource

Jun 12, 2020

US foreign policy and Euro-Caspian energy security: The time is now to build the Trans-Caspian Pipeline

By Matthew Bryza, Robert M. Cutler, and Giorgi Vashakmadze

The Southern Gas Corridor (SGC) represents a historic success for Azerbaijan and the European Union (EU) in regard to their common quest for new energy supply sources and routes. Over the last decade, the EU has intensified its efforts to expand the SGC, seeking to attract gas from Turkmenistan. The time is now ripe to connect Turkmen gas with SGC infrastructure and the European market through a Trans-Caspian Gas Pipeline.

Central Asia Energy & Environment

EnergySource

Jun 12, 2020

Ukraine’s gas market reform: A success story that needs to be acknowledged

By Dr. Aura Sabadus

Ukraine's experience over the past five years with natural gas market reform and regulatory alignment proves that European Union rule transfer is possible in Ukraine, provided it remains committed to positive policy change.

Energy & Environment Energy Markets & Governance

UkraineAlert

Jun 10, 2020

Ukraine’s worst move yet

By Alan Riley

The Ministry of Finance “dismissed” Walter Boltz, the chair of the Ukrainian gas transmission system operator MGU. If that independence is undermined, Gazprom may pull the transit contract and with it the guaranteed fees that Ukraine needs.

Economy & Business Geopolitics & Energy Security

Report

Jun 5, 2020

New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

By Anders Åslund & Steven Fisher

As Russia’s economic future is clouded by negative demographic trends, new energy technologies and efficiencies, volatile commodity prices, and the likelihood of continued Western sanctions, Gazprom and Rosneft, Russia’s two natural resource champions face a comeuppance: international competition, global and regional market access, capital investment, and revenue/cost efficiency.

Economy & Business Geopolitics & Energy Security

TURKEYSource

May 29, 2020

Impact of COVID-19 on the global energy sector and reflections on Turkey

By Grady Wilson

On May 14, the Atlantic Council IN TURKEY organized a virtual event on the impact of COVID-19 on the global energy sector and reflections on Turkey.

Coronavirus Geopolitics & Energy Security

New Atlanticist

May 28, 2020

Cooperation key to transatlantic coronavirus recovery and energy transition

By David A. Wemer

Continued energy cooperation between the United States and the European Union has been key in reducing Europe’s energy dependence, but now must also help guide both countries out of the coronavirus economic crisis and cut global emissions in the face of continued climate change.

Climate Change & Climate Action Coronavirus

In the News

May 26, 2020

Cohen in Forbes: Oil’s Rough Road To Recovery
Coronavirus Energy & Environment

In the News

May 21, 2020

Cohen in Forbes: Phase One U.S.-China Trade Deal Fails In Energy And Beyond
Energy Markets & Governance Geopolitics & Energy Security

Report

May 16, 2020

Downstream oil theft: Countermeasures and good practices

By Dr. David Soud with contributing authors Dr. Ian Ralby and Rohini Ralby

Downstream oil theft has become a global problem. Since most of the world’s energy systems still rely on oil, fuel smugglers are nearly always able to find markets for their goods. Moreover, as oil is not inherently illegal, it is generally an easy product to move, buy, and sell. Profits from oil theft are frequently used to fund terrorism and other illegal activities.

Energy & Environment Energy Markets & Governance

UkraineAlert

May 13, 2020

US still determined to block Putin’s pet pipeline project

By Diane Francis

Vladimir Putin hasn’t given up on his grand strategy to dominate European gas markets but the US remains committed to preventing Russia from completing the strategically vital Nord Stream 2 pipeline to Germany.

Eastern Europe Geopolitics & Energy Security
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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

Kiran Baez

Program Assistant

Atlantic Council Turkey Program

Central Asia Geopolitics & Energy Security
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Events

Online Event Wed, August 19, 2026 • 9:00 am ET

Ukraine’s humanitarian crisis under Russia’s summer bombardment
Conflict Europe & Eurasia Geopolitics & Energy Security Resilience & Society