Recent analysis

How the new US sanctions on Russian oil will impact energy markets

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
How the new US sanctions on Russian oil will impact energy markets

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
How the new US sanctions on Russian oil will impact energy markets

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

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The ninth Atlantic Council Global Energy Forum was held on June 17 and 18 in Washington, DC.
Africa Americas Climate Change & Climate Action Energy & Environment
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EnergySource

Oct 23, 2025

How the new US sanctions on Russian oil will impact energy markets

By Andrea Clabough, David L. Goldwyn, Ellen Wald, Andrei Covatariu

US sanctions on Russian oil and gas producers could have major implications for energy markets, but their impact depends on multiple factors.

Energy & Environment Geopolitics & Energy Security

Report

Oct 23, 2025

Why Washington should pay attention to Turkey’s presence in Central Asia

By Kiran Baez

Understanding Turkey's presence in Central Asia its implication for US foreign policy objectives in the region.

Central Asia European Union

UkraineAlert

Oct 16, 2025

Ukraine’s drone sanctions are working but don’t expect a Russian revolt

By Christopher Isajiw

Ukraine's long-range drone strike campaign has brought Putin's invasion home to Russia but mounting domestic problems are unlikely to spark a rebellion against the Kremlin dictatorship, writes Christopher Isajiw.

Conflict Drones

EnergySource

Oct 15, 2025

Solving the US military’s gallium dilemma requires turning trash into treasure

By Macdonald Amoah, Morgan D. Bazilian, Lt. Col. Jahara "Franky" Matisek, and Col. Katrina Schweiker

The metal gallium plays an outsized role in US war readiness—and China controls most of its supply. As geopolitical competition deepens, the United States needs a new playbook to fix this vulnerability.

China Energy & Environment

Report

Oct 14, 2025

Responsible stewardship models can transform Africa’s mineral wealth into prosperity

By Mamadou Fall Kane

As investors race to secure access to Africa’s supplies of critical minerals, African nations should invest some of the proceeds in sovereign wealth funds that can manage mineral revenue transparently, protect African economies from price volatility, and secure the benefits of finite resources in a sustainable way.

Africa Economy & Business

UkraineAlert

Oct 14, 2025

Russian strikes on Ukraine’s energy infrastructure are a European problem

By Aura Sabadus

Russia’s strikes on Ukrainian energy infrastructure are no longer just a Ukrainian problem. Moscow’s bombing campaign will become a wider European issue unless more support is offered to Kyiv, writes Aura Sabadus.

Conflict Drones

TURKEYSource

Oct 9, 2025

How energy and trade are redefining US–Turkey regional cooperation

By Pınar Dost

As Ankara and Washington are recalibrating their energy and trade strategies, a new model of US–Turkey cooperation is emerging.

Economy & Business Energy & Environment

EnergySource

Oct 9, 2025

EU enlargement could redefine its energy geopolitics

By Andrei Covatariu

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 Reed Blakemore, Alexis Harmon, Peter Engelke

How can policymakers prepare for shocks to critical mineral supply chains and create mineral security amid a wide range of threats and challenges?

Energy & Environment Geopolitics & Energy Security

MENASource

Sep 30, 2025

Is the Baghdad-Erbil oil deal a blueprint for settlement—or a stopgap? 

By Victoria J. Taylor , Yerevan Saeed

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
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Mahnaz Khan

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Geopolitics & Energy Security National Security
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