Recent analysis

Global China Hub Nonresident Senior Fellow Michael Schuman in Politico

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
Global China Hub Nonresident Senior Fellow Michael Schuman in Politico

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
Global China Hub Nonresident Senior Fellow Michael Schuman in Politico

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.

learn more

Events

EnergySource

Jun 18, 2025

Energy security is only achievable through global partnerships

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum concluded its programming in Washington, DC, today. What emerged as a central theme throughout was the undeniable need for any single country to engage in international partnerships to achieve energy and national security, whether speakers were discussing divergent transatlantic views, nuclear power, or critical mineral supply chains.

Africa Americas

EnergySource

Jun 17, 2025

The energy system is more complex than ever: navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

Africa Americas
Load More

Content

In the News

Nov 8, 2024

Global China Hub Nonresident Senior Fellow Michael Schuman in Politico

By Michael Schuman

On November 7th, 2024, Global China Hub nonresident senior fellow Michael Schuman spoke to Politico’s E&E News about how how the second Trump administration may approach trade with China, and how this could impact American clean energy manufacturers.

China Economy & Business

UkraineAlert

Nov 5, 2024

Ukraine needs Western support to boost its nuclear energy potential

By Stephen Blank

An energy equipment deal with Bulgaria offers Ukraine a chance to boost its nuclear power generation as the country braces for winter blackouts amid Russia's energy infrastructure bombing campaign, writes Stephen Blank.

Conflict European Union

UkraineAlert

Oct 31, 2024

Ukrainians brace for blackouts ahead of Russian winter air offensive

By Aura Sabadus

A recent lull in Russian missile attacks has led many Ukrainians to conclude that the Kremlin is stockpiling ahead of a major winter air offensive targeting Ukraine's civilian energy infrastructure, writes Aura Sabadus.

Conflict Geopolitics & Energy Security

In the News

Oct 31, 2024

Webster in the China-Russia Report: China’s militarily-sensitive exports to Russia are evolving

By Joseph Webster

China Defense Technologies

EnergySource

Oct 25, 2024

Hungary’s Russian oil deal threatens EU solidarity

By Sergiy Makogon

By striking a deal to resume Russian oil transit through Ukraine, Hungarian oil and gas company MOL undermines Europe's collective action against Russia. The European Union must respond quickly and decisively with solidarity to close sanctions loopholes.

Economic Sanctions Geopolitics & Energy Security

In the News

Oct 23, 2024

Nelson quoted in L’Express on Russian attacks on Ukraine’s energy system as winter approaches

By Haley Nelson

French Geopolitics & Energy Security

EnergySource

Oct 21, 2024

Despite panicked markets, Israel is unlikely to attack Iranian oil facilities

By Ellen Wald

Israeli officials have promised “significant retaliation” in response to Iran’s October 1 attack and have hinted that they could target Iran’s oil infrastructure. However, the likelihood of such an attack is quite low due to several technical, economic, and geopolitical factors.

Energy & Environment Geopolitics & Energy Security

EnergySource

Oct 15, 2024

Attention to market realities are key to a successful COP29

By Robert Cekuta

Increasing funds for addressing climate and energy needs in developing countries is a COP29 priority. But it is important to remember that market conditions in recipient countries are critical in determining the success of such efforts.

Energy & Environment Energy Markets & Governance

In the News

Oct 15, 2024

Derentz featured in GE Vernova’s COP Collection: It’s time to think differently about resilience

By Landon Derentz

Energy & Environment Energy Transitions

New Atlanticist

Oct 9, 2024

If the Middle East conflict gets worse, don’t hesitate to tap the US Strategic Petroleum Reserve

By Joseph Webster

While reserve inventories are at their lowest absolute levels in decades, the stockpile is very well-placed to meet its mission due to increased US oil production.

Conflict Economy & Business
Load More

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
Load More