Recent analysis

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

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

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

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

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

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

UkraineAlert

Sep 2, 2025

Hungary has alternative energy options but chooses to rely on Russia

By Aura Sabadus

Ukraine’s recent strikes on the Kremlin's Druzhba oil pipeline are not only an attack on Russia’s war economy. They are also a wake-up call for Hungarians highlighting the role being played by their country in the funding of Russia’s invasion, writes Aura Sabadus.

Conflict
Financial Sanctions and Economic Coercion

Issue Brief

Sep 2, 2025

Leveraging Beijing’s playbook to fortify DFC for global competition

By Caroline Costello

A close look at Chinese development lending practices reveals lessons for the United States on why Chinese deals succeed—and fail—and how the United States should reform its own institutions.

Africa
China

EnergySource

Aug 14, 2025

US military readiness in the Pacific requires strengthening Guam’s power grid

By Emma Sampson

Guam’s energy system, already under strain, faces new operational demands. To ensure mission readiness, the Department of Defense must fortify Guam’s energy infrastructure against cyber, natural, and kinetic threats.

Energy & Environment
English

EnergySource

Aug 6, 2025

Energy is key to Romania’s trade resilience

By Uliana Certan

While the new US-EU trade agreement may pose economic risks for Romania, it also presents a strategic opportunity to stabilize its economy by leveraging its unique energy profile.

Central Europe
Eastern Europe

New Atlanticist

Aug 5, 2025

A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

By Alexis Harmon, Reed Blakemore

Two recent interventions by the Trump administration highlight the importance of tailoring mineral policy on a case-by-case basis.

Critical Minerals
Economy & Business

EnergySource

Aug 4, 2025

What a new nuclear deal with Hungary means for US influence in Europe

By Jennifer T. Gordon

Hungarian and Polish firms agreed to build up to ten US-designed small modular reactors. The deal could signal a step toward bringing Hungary closer to the US and EU.

European Union
Geopolitics & Energy Security

Experts react

Jul 23, 2025

Experts react: What Trump’s new AI Action Plan means for tech, energy, the economy, and more 

By Atlantic Council experts

Our experts unpack how the Trump administration’s AI Action Plan will impact the US tech industry, energy policy, and global AI governance.

Artificial Intelligence
China
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Experts

Fellow

Neil Ford

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

Fellow

Thomas Winter

Veterans Advanced Energy Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Fellow

Joel Spangenberg

Veterans Advanced Energy Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Fellow

Abraham Holland

Veterans Advanced Energy Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Fellow

Marcus Lee

Veterans Advanced Energy Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Expert

Chuck Dockery

Veterans Advanced Energy Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security
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Events

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2026 US-Caribbean Maritime and Ports Forum
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