Recent analysis

Iran’s missiles may have avoided the worst outcome

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
Iran’s missiles may have avoided the worst outcome

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
Iran’s missiles may have avoided the worst outcome

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

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
Load More

Content

New Atlanticist

Jan 8, 2020

Iran’s missiles may have avoided the worst outcome

By Thomas S. Warrick

If there had been significant US casualties, the world would have awoken to the dawn of a regional war, because the Trump administration would have been compelled to attack the launch sites in Iran—and probably other targets in Iran, also. If the present news holds, the situation is slightly less dangerous, if still perilous.

Conflict Geopolitics & Energy Security

New Atlanticist

Jan 8, 2020

Washington and Tehran can step back – if they want to

By William F. Wechsler

After the January 8 Iranian missile attacks on Iraq, a successful tactical de-escalation requires both that the Iranian leadership intends for its military actions not to be escalatory and that the Trump administration perceives those actions as they were intended. In the absence of direct communications between the United States and Iran, however, the potential for misunderstanding and thus the risk of miscalculation remains high.

Conflict Geopolitics & Energy Security

New Atlanticist

Jan 7, 2020

The 11th hour transit deal is a relief for European energy consumers and a pivotal opportunity for Ukraine’s future energy strategy

By Olga Khakova

The Naftogaz agreement with Gazprom is a cautious win for Ukraine, the agreement buys time for the country to reform its energy sector, which will be critical for Ukraine’s energy security, regardless of future contracts with Gazprom.

Energy Markets & Governance Geopolitics & Energy Security

IranSource

Jan 3, 2020

Iran’s “living martyr” was ready to die, but blindsided oil markets must face new uncertainty

By Sara Vakhshouri

The immediate market reaction indicates that the common sense about this incident is that the US operation did not make the world and the Middle East region—which is responsible for significant volumes of global oil and gas production—a safer place but rather increased the instability and insecurity in the region.

Geopolitics & Energy Security Iran

UkraineAlert

Dec 22, 2019

Trump blocks Putin’s pipeline with US sanctions

By Diane Francis

Only weeks away from completion, new US sanctions force Nord Stream 2 contractor to down tools, placing the pipeline's future in jeopardy.

Geopolitics & Energy Security Oil and Gas

In the News

Dec 20, 2019

Morningstar and Fried quoted in Radio Free Europe/Radio Liberty on Nord Stream 2 sanctions

By Atlantic Council

Eastern Europe Economic Sanctions

UkraineAlert

Dec 19, 2019

Naftogaz CEO Andriy Kobolyev: “The likelihood of Russia helping us is zero”

By Diane Francis

Andriy Kobolyev took over the reins of Ukraine’s energy giant Naftogaz during the country's darkest hour in March 2014. Despite huge progress, he continues to face political opposition at home and an array of international challenges courtesy of the Kremlin.

European Union Geopolitics & Energy Security

UkraineAlert

Dec 19, 2019

Putin’s imperial ambitions mean Ukraine must learn to live with frozen conflict

By Taras Kuzio

Ukraine's President Zelenskyy says he will make painful concessions to achieve peace with Russia, but Putin's vision of Ukraine as part of Russia's historic heartlands means there is little room for compromise.

Conflict Geopolitics & Energy Security

New Atlanticist

Dec 17, 2019

Russia gas pipeline sanctions legislation (PEES Act): A way ahead

By Daniel Fried

Enacting the sanctions mandated by the Protecting Europe’s Energy Security Act (PEES Act), for all its careful crafting, may not actually block Nord Stream II but may instead burden the US-German relationship. Rather than impose sanctions, the administration should waive them for now but prepare even stronger contingency sanctions to be implemented should the Kremlin once again use gas exports as political leverage against Ukraine, Central Europe, or the Baltics.

Economic Sanctions European Union

UkraineAlert

Dec 17, 2019

Mr. Kuleba comes to Washington

By Melinda Haring

Ukraine’s Deputy PM Dmytro Kuleba visited Washington, DC, last week to reassure the US government that President Zelenskyy’s team remains committed to the country’s Euro-Atlantic integration.

Democratic Transitions Geopolitics & Energy Security
Load More

Experts

Staff

Natalia Storz

Program Assistant

Global Energy Center

Energy & Environment Energy Transitions

Fellow

Ryan J. Lamke

Nonresident Senior Fellow

Global Energy Center

Arabic China

Expert bio

Uliana Certan

Program Assistant, European Engagement

Global Energy Center

Democratic Transitions 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
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