Recent analysis

Oil market meltdown?

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
Oil market meltdown?

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
Oil market meltdown?

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.

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Events

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

EnergySource

Jun 17, 2025

The energy system is more complex than ever: navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national priorities.

Africa Americas
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Content

EnergySource

Mar 12, 2020

Oil market meltdown?

By John Soughan

Over the weekend of March 7–8, the breakdown of the previous oil production agreement between Russia and Saudi Arabia led to the broader collapse of the arrangement between OPEC and OPEC+. What will the rift will mean for the global oil market?

Coronavirus Energy Markets & Governance

Report

Mar 6, 2020

A new energy strategy for the Western Hemisphere

By David L. Goldwyn

The Western Hemisphere is full of potential and we have the opportunity to galvanize it into an energy powerhouse. This new US energy strategy for the Western Hemisphere will help raise the global competitiveness of the hemisphere, advance its shared prosperity, and improve national and energy security as a result.

Americas Climate Change & Climate Action

New Atlanticist

Mar 4, 2020

The “time is now or never” for Central Europe to grasp Three Seas opportunity, Estonia’s president says

By David A. Wemer

Now that an investment fund to fuel the development of stronger cross-border transportation, energy, and digital infrastructure links in Central and Eastern Europe has been launched, countries in the region “need to quickly decide” whether they want to participate before the opportunity vanishes, according to Estonian President Kersti Kaljulaid.

Central Europe Eastern Europe

In the News

Mar 2, 2020

Cohen in Forbes: The EIA’s 2020 Energy Outlook Predicts Rising US LNG Exports

By Atlantic Council

Energy & Environment Geopolitics & Energy Security

In the News

Feb 29, 2020

Bruton quoted in Voice of America on Ethiopia’s rejection of the US-brokered GERD agreement

By Atlantic Council

Africa Energy & Environment

Long Take

Feb 29, 2020

The Greater Caspian region: A new Silk Road, with or without a new belt

By Matthew Bryza

With the signing of a US-Taliban peace agreement, now might be a good time to look ahead to how Afghanistan might strengthen its economic connectivity with both its neighbors and more distant markets.

Afghanistan Central Asia

EnergySource

Feb 26, 2020

The trade war we want China to win: China’s nuclear exports can challenge Russian dominance

By David Yellen

Russia and China are competing for nuclear industry market share, not working together to dominate, and China’s rise gives Russia a real competitor in nuclear energy—that is good for the United States.

China Geopolitics & Energy Security

EnergySource

Feb 19, 2020

TurkStream is South Stream 2.0—has the EU done its homework this time?

By Martin Jirušek

Flying largely under the radar, progress on the TurkStream pipeline has been met with little attention. This is quite unjust, as the project is a key piece of Gazprom’s future supply strategy.

Energy Markets & Governance Geopolitics & Energy Security

In the News

Feb 17, 2020

Shaffer quoted in Deutsche Welle (DW) on Nord Stream 2

By Atlantic Council

Energy & Environment Europe & Eurasia

Press Release

Feb 15, 2020

US commits $1 billion dollars to develop Central European infrastructure

By Atlantic Council

“Secretary Pompeo's announcement of $1 billion for the Three Seas Initiative is a powerful demonstration of America’s continued commitment to Europe,” stated General James L. Jones Jr. (USMC-ret.), executive chairman emeritus of the Atlantic Council, who attended the Munich Security Conference. “It reflects America’s recognition of the strategic significance of Central Europe as well Washington’s high confidence in the economic vitality and economic prospects of the Three Seas region.”

Central Europe Economy & Business
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Experts

Fellow

Andrei Covatariu

Nonresident Senior Fellow

Global Energy Center

Eastern Europe Energy & Environment

Fellow

Sergio Guzmán

Nonresident Journalist Fellow

Global China Hub

Americas Caribbean

Staff

Alexis Harmon

Assistant Director

Global Energy Center

Geopolitics & Energy Security Renewables & Advanced Energy

Staff

Haley Nelson

Assistant Director, European Energy Security

Global Energy Center

Central Europe Energy & Environment

Fellow

Edward Verona

Nonresident Senior Fellow

Eurasia Center

Economy & Business

Fellow

Ahmed Aboudouh

Former Nonresident Fellow

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

Arabic China
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