Recent analysis

Ukraine’s worst move yet

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
Ukraine’s worst move yet

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
Ukraine’s worst move yet

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

Online Event Tue, July 29, 2025 • 10:30 am ET

One year later: Venezuela’s presidential election and the road ahead
Americas Civil Society Corruption Democratic Transitions

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
Load More

Content

UkraineAlert

Jun 10, 2020

Ukraine’s worst move yet

By Alan Riley

The Ministry of Finance “dismissed” Walter Boltz, the chair of the Ukrainian gas transmission system operator MGU. If that independence is undermined, Gazprom may pull the transit contract and with it the guaranteed fees that Ukraine needs.

Economy & Business Geopolitics & Energy Security

Report

Jun 5, 2020

New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

By Anders Åslund & Steven Fisher

As Russia’s economic future is clouded by negative demographic trends, new energy technologies and efficiencies, volatile commodity prices, and the likelihood of continued Western sanctions, Gazprom and Rosneft, Russia’s two natural resource champions face a comeuppance: international competition, global and regional market access, capital investment, and revenue/cost efficiency.

Economy & Business Geopolitics & Energy Security

TURKEYSource

May 29, 2020

Impact of COVID-19 on the global energy sector and reflections on Turkey

By Grady Wilson

On May 14, the Atlantic Council IN TURKEY organized a virtual event on the impact of COVID-19 on the global energy sector and reflections on Turkey.

Coronavirus Geopolitics & Energy Security

New Atlanticist

May 28, 2020

Cooperation key to transatlantic coronavirus recovery and energy transition

By David A. Wemer

Continued energy cooperation between the United States and the European Union has been key in reducing Europe’s energy dependence, but now must also help guide both countries out of the coronavirus economic crisis and cut global emissions in the face of continued climate change.

Climate Change & Climate Action Coronavirus

In the News

May 26, 2020

Cohen in Forbes: Oil’s Rough Road To Recovery
Coronavirus Energy & Environment

In the News

May 21, 2020

Cohen in Forbes: Phase One U.S.-China Trade Deal Fails In Energy And Beyond
Energy Markets & Governance Geopolitics & Energy Security

Report

May 16, 2020

Downstream oil theft: Countermeasures and good practices

By Dr. David Soud with contributing authors Dr. Ian Ralby and Rohini Ralby

Downstream oil theft has become a global problem. Since most of the world’s energy systems still rely on oil, fuel smugglers are nearly always able to find markets for their goods. Moreover, as oil is not inherently illegal, it is generally an easy product to move, buy, and sell. Profits from oil theft are frequently used to fund terrorism and other illegal activities.

Energy & Environment Energy Markets & Governance

UkraineAlert

May 13, 2020

US still determined to block Putin’s pet pipeline project

By Diane Francis

Vladimir Putin hasn’t given up on his grand strategy to dominate European gas markets but the US remains committed to preventing Russia from completing the strategically vital Nord Stream 2 pipeline to Germany.

Eastern Europe Geopolitics & Energy Security

EnergySource

May 11, 2020

Increasing mutual dependence in Sino-Gulf relations is changing the strategic landscape

By Christian Le Miere

The conventional wisdom that the United States is the only viable partner for Gulf states is now being challenged by a new reality: the main importer of Gulf oil is now China. At the same time, China’s strategic goals increasingly encompass stability in the Middle East, while a more activist foreign policy under Xi Jinping ensures greater involvement in the security, as well as economic, discourse in the region.

China Energy & Environment

EnergySource

May 6, 2020

Safeguarding the Red Sea amid the coronavirus: Preventing the spill of the FSO SAFER

By Dr. David Soud, Dr. Ian Ralby, and Rohini Ralby

The global COVID-19 pandemic has taken hundreds of thousands of lives and caused unprecedented harm to the global economy. At the same time, the pandemic has diverted global attention away from other matters of concern, notably the Floating Storage and Offloading Vessel (FSO) SAFER, a converted oil tanker moored four miles off the coast of Ras Isa, Yemen, in the Red Sea continuing to degrade after years of neglect. If no action is taken, the SAFER will spill as much as 1.14 million barrels of Marib Light crude into the water. Much of the world’s activity may be on hold, but the ongoing corrosion on the SAFER is not taking a break to wait out the pandemic.

Coronavirus Energy & Environment
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

Events

Public Event Wed, October 8, 2025 • 9:00 am ET

2025 Energy & Defense Summit
Defense Policy Energy & Environment Energy Markets & Governance Geopolitics & Energy Security