Recent analysis

EU enlargement could redefine its energy geopolitics

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
EU enlargement could redefine its energy geopolitics

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
EU enlargement could redefine its energy geopolitics

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.

learn more

Events

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
Public Event Tue, April 1, 2025 • 5:30 am ET

A conversation with Mihai Popșoi, minister of foreign affairs of Moldova
Conflict Democratic Transitions Eastern Europe Elections
Load More

Content

EnergySource

Oct 9, 2025

EU enlargement could redefine its energy geopolitics

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Andrei Covatariu</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Reed Blakemore</span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Alexis Harmon</span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Peter Engelke</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Victoria J. Taylor </span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Yerevan Saeed</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Macdonald Amoah, Morgan Bazilian, and Jahara Matisek</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Atlantic Council experts</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Joseph Webster</span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Landon Derentz</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >David Kirichenko </span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Olga Khakova</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Aura Sabadus</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Caroline Costello</span>

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
Load More

Experts

Fellow

Ahmed Aboudouh

Former Nonresident Fellow

Rafik Hariri Center & Middle East programs Scowcroft Middle East Security Initiative

Arabic China

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

Lisa Basquel

Program Assistant, European Energy Security

Global Energy Center

Energy & Environment Europe & Eurasia

Fellow

Meredith Berger

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security
Load More

Events

Public Event Wed, March 4, 2026 • 3:00 pm ET

EXIM Bank Chairman John Jovanovic on US priorities for global competitiveness

AN AC FRONT PAGE EVENT—John Jovanovic, president and chairman of the Export-Import Bank of the United States, discusses EXIM’s role in supporting US manufacturing, strengthening supply chains, and recalibrating trade.
Economy & Business Europe & Eurasia Geopolitics & Energy Security Trade and tariffs
Flagship Event Tue, June 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals