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

Seven questions (and expert answers) about Trump’s first actions to transform US energy

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
Seven questions (and expert answers) about Trump’s first actions to transform US energy

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
Seven questions (and expert answers) about Trump’s first actions to transform US energy

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

Global Energy Forum

Jan 12, 2020

Election 2020: What’s at stake for energy policy?

By David L. Goldwyn and Andrea Clabough

As the US presidential election in November 2020 draws nearer, the energy policy platforms—including domestic energy, climate change, foreign, and trade policies—from the Democratic candidates, as well as the energy policies of a potential second Trump Administration, have become increasingly clear. The competing visions of a Republican and a Democratic administration could hardly be more disparate, and industry and external stakeholders should prepare for a volatile outlook regardless of the outcome in November 2020—what are the salient energy policies under the two scenarios and how will they address the deep and entrenched energy challenges that face the United States?

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 12, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
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Content

New Atlanticist

Jan 22, 2025

Seven questions (and expert answers) about Trump’s first actions to transform US energy

By Atlantic Council experts

Trump began his second term with a slew of statements and executive orders affecting energy. Atlantic Council experts decode what the changes will do and what to expect next.

Economy & Business Energy & Environment

In the News

Jan 22, 2025

Shaffer in Real Clear Energy: “The Hidden Renewable Energy in Central Asia”

By Brenda Shaffer

Central Asia Energy & Environment

EnergySource

Jan 22, 2025

China’s lithium-ion battery exports: Why are US prices so low?

By Joseph Webster

Export prices for Chinese batteries entering the US are lower than for any other market, suggesting that China may be engaging in anti-competitive behavior. As batteries grow in importance for commercial and military applications, the US should increase tariffs on Chinese battery imports to bolster US and allied manufacturing capabilities.

China Energy & Environment

UkraineAlert

Jan 21, 2025

Ukrainian parliament prepares to vote on Bulgarian nuclear reactor purchase

By Stephen Blank

Ukraine is poised to purchase a pair of Soviet-era nuclear reactors from Bulgaria in a deal that highlights the country’s struggle for greater energy security amid Russia’s ongoing bombardment of civilian infrastructure, writes Stephen Blank.

Conflict European Union

Global Energy Agenda

Jan 20, 2025

Shaffer in Real Clear Energy: “Iran’s Energy Crisis”

By Brenda Shaffer

Energy & Environment Geopolitics & Energy Security

Issue Brief

Jan 17, 2025

Syria’s energy sector and its impact on stability and regional developments

By Brenda Shaffer

An analysis of Syria’s energy resources and infrastructure, and outlook on the future of Syrian energy production and trade.

Energy & Environment Energy Markets & Governance

In the News

Jan 16, 2025

Webster quoted in Barron’s on new sanctions on the Russian oil industry

By Joseph Webster

Energy & Environment Financial Sanctions and Economic Coercion

Report

Jan 15, 2025

Securing a free and open world: A US-EU blueprint to counter China and Russia

By Kaush Arha, Peter Harrell, and Jörn Fleck

An enhanced strategic partnership between the United States and the European Union can advance interests for both sides amid immense geopolitical challenges.

China Defense Industry

New Atlanticist

Jan 10, 2025

Moldova is the real loser from the end of Russian gas transit through Ukraine

By Suriya Evans-Pritchard Jayanti

The energy crisis in Moldova after the end of Russian gas transit highlights the urgent need for Chișinău to reform its energy sector.

Energy Markets & Governance Geopolitics & Energy Security

In the News

Jan 10, 2025

Khakova quoted in the BBC on US and UK sanctions on the Russian oil industry

By Olga Khakova

Energy & Environment Energy Markets & Governance
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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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