Recent analysis

Russian strikes on Ukraine’s energy infrastructure are a European problem

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
Russian strikes on Ukraine’s energy infrastructure are a European problem

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
Russian strikes on Ukraine’s energy infrastructure are a European problem

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.
Critical Minerals Geopolitics & Energy Security

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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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Online Event Wed, April 16, 2025 • 5:30 am ET

German Galushchenko on the US role in Ukraine’s energy sector
Conflict Energy & Environment Europe & Eurasia Geopolitics & Energy Security
Online Event Fri, March 28, 2025 • 7:30 am ET

The future of Venezuela’s democratic opposition coalition with Roberto Enríquez
Americas Civil Society Corruption Democratic Transitions
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Content

UkraineAlert

Oct 14, 2025

Russian strikes on Ukraine’s energy infrastructure are a European problem

By Aura Sabadus

Russia’s strikes on Ukrainian energy infrastructure are no longer just a Ukrainian problem. Moscow’s bombing campaign will become a wider European issue unless more support is offered to Kyiv, writes Aura Sabadus.

Conflict
Drones

TURKEYSource

Oct 9, 2025

How energy and trade are redefining US–Turkey regional cooperation

By Pınar Dost

As Ankara and Washington are recalibrating their energy and trade strategies, a new model of US–Turkey cooperation is emerging.

Economy & Business
Energy & Environment

EnergySource

Oct 9, 2025

EU enlargement could redefine its energy geopolitics

By Andrei Covatariu

The EU's next enlargement wave could lead to greater European competitiveness and influence—or risk deepening divisions within the bloc. Tying energy security to enlargement offers Brussels a way back into the geopolitical game.

Central Europe
Eastern Europe

Issue Brief

Oct 9, 2025

Critical minerals in crisis: Stress testing US supply chains against shocks

By Reed Blakemore, Alexis Harmon, Peter Engelke

How can policymakers prepare for shocks to critical mineral supply chains and create mineral security amid a wide range of threats and challenges?

Critical Minerals
Energy & Environment

MENASource

Sep 30, 2025

Is the Baghdad-Erbil oil deal a blueprint for settlement—or a stopgap? 

By Victoria J. Taylor , Yerevan Saeed

Whether the oil deal will be a tactical stopgap or a step towards permanent settlement will become known after the Iraq's elections and the year's end.

Energy Markets & Governance
Geopolitics & Energy Security

EnergySource

Sep 15, 2025

Jet fuel, China, and lanthanum: a hidden risk to US military power projection

By Macdonald Amoah, Morgan Bazilian, and Jahara Matisek

The making of jet fuel for military use depends on the rare earth element lanthanum. With China in control of most of the element's supply, the United States must prepare for potential supply disruptions.

China
Energy & Environment

EnergySource

Sep 11, 2025

What von der Leyen’s call to ‘fight’ means for European energy and climate goals 

By Atlantic Council experts

Atlantic Council experts provide their take on von der Leyen's vision for energy as laid out in her State of the Union speech.

Energy & Environment
Europe & Eurasia

New Atlanticist

Sep 5, 2025

Why China and Russia are unlikely to move the Power of Siberia-2 pipeline forward

By Joseph Webster, Landon Derentz

While questions remain over the mega pipeline project, Russia has already secured significant export volumes via smaller projects, largely from Chinese buyers.

China
Economy & Business

UkraineAlert

Sep 4, 2025

Ukrainian bombing campaign turns Russia’s sheer size into a weakness

By David Kirichenko 

For centuries, Russia’s sheer size has been its greatest asset. Ukraine now intends to transform this vastness into a weakness with a long-range bombing campaign targeting Putin's economically vital but vulnerable energy industry, writes David Kirichenko.

Conflict
Drones

EnergySource

Sep 4, 2025

The China-Russia natural gas deal is a distraction from LNG sanctions evasion

By Olga Khakova

The announcement of a China-Russia natural gas pipeline deal is attention-grabbing geopolitical theater. The United States should instead be focused on curbing Russia's evasion of LNG sanctions.

China
Energy & Environment
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Experts

Staff

Lisa Basquel

Program Assistant, European Energy Security

Global Energy Center

Energy & Environment Europe & Eurasia

Fellow

Neil Ford

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

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

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