Recent analysis

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

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

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

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

Global Energy Forum

Jan 12, 2020

Election 2020: What’s at stake for energy policy?

By David L. Goldwyn and Andrea Clabough

As the US presidential election in November 2020 draws nearer, the energy policy platforms—including domestic energy, climate change, foreign, and trade policies—from the Democratic candidates, as well as the energy policies of a potential second Trump Administration, have become increasingly clear. The competing visions of a Republican and a Democratic administration could hardly be more disparate, and industry and external stakeholders should prepare for a volatile outlook regardless of the outcome in November 2020—what are the salient energy policies under the two scenarios and how will they address the deep and entrenched energy challenges that face the United States?

Energy Markets & Governance Energy Transitions

Issue Brief

Jan 12, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
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Content

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

EnergySource

Sep 15, 2025

Jet fuel, China, and lanthanum: a hidden risk to US military power projection

By Macdonald Amoah, Morgan Bazilian, and Jahara Matisek

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 Atlantic Council experts

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 Joseph Webster, Landon Derentz

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 David Kirichenko 

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 Olga Khakova

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 Aura Sabadus

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 Economic Sanctions

Issue Brief

Sep 2, 2025

Leveraging Beijing’s playbook to fortify DFC for global competition

By Caroline Costello

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

EnergySource

Aug 14, 2025

US military readiness in the Pacific requires strengthening Guam’s power grid

By Emma Sampson

Guam’s energy system, already under strain, faces new operational demands. To ensure mission readiness, the Department of Defense must fortify Guam’s energy infrastructure against cyber, natural, and kinetic threats.

Energy & Environment English

EnergySource

Aug 6, 2025

Energy is key to Romania’s trade resilience

By Uliana Certan

While the new US-EU trade agreement may pose economic risks for Romania, it also presents a strategic opportunity to stabilize its economy by leveraging its unique energy profile.

Central Europe Eastern Europe
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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
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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