Recent analysis

Houthi attacks in the Red Sea hurt global trade and slow the energy transition

UkraineAlert Apr 9, 2025

Putin’s Arctic ambitions: Russia eyes natural resources and shipping routes

By Bohdan Ustymenko

Russia’s plans to expand its influence in the Arctic region and dominate the Northern Sea Route together with China pose serious security challenges for the international community, writes Bohdan Ustymenko.
China Conflict
Houthi attacks in the Red Sea hurt global trade and slow the energy transition

EnergySource Mar 28, 2025

Nord Stream could divide Europe yet again 

By Michał Kurtyka

Washington’s potential reset with Moscow, amid Ukraine peace negotiations, has revived discussions on the future of Nord Stream 2. Whether the Trump administration would cede its LNG market in Europe to Russian pipeline exports remains to be seen. For Europe, however, reopening the pipeline would be a costly mistake.
Eastern Europe Economy & Business
Houthi attacks in the Red Sea hurt global trade and slow the energy transition

MENASource Mar 13, 2025

Why now is the right time for ‘maximum pressure’ on Iran’s oil exports

By Scott Modell

Iran is more vulnerable than it has been in decades; the United States can deliver a decisive blow to Tehran and set the stage for a more stable and secure future.
Defense Policy Economy & Business

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

Mar 20, 2017

Downstream oil theft: Implications and next steps

By Dr. Ian M. Ralby

On January 13, 2017, the Atlantic Council launched a major study on downstream oil theft at its inaugural Global Energy Forum in Abu Dhabi, United Arab Emirates. Downstream Oil Theft: Implications and Next Steps draws on the launch event to examine the implications of the study’s findings and to suggest tangible next steps in both further investigating this global scourge and beginning to confront it effectively.

Energy & Environment Oil and Gas

Global Energy Forum

Jan 6, 2017

Downstream oil theft: Global modalities, trends, and remedies

By Ian M. Ralby

Hydrocarbons crime, in all its forms, has become a significant threat not only to local and regional prosperity but also to global stability and security. Combating this pervasive criminal activity is made only more difficult by the reality that many of those in a position to curb hydrocarbons crime are the ones benefiting from it.

Energy & Environment Oil and Gas

Event Recap

Jun 15, 2016

US Launch: BP Statistical Review of World Energy 2016

By Yigit Erkut

On Wednesday, June 15, 2016, the Atlantic Council hosted the U.S launch of the BP Statistical Review of World Energy 2016 with Spencer Dale, Group Chief Economist for BP. Global energy markets have entered a period of accelerating volatility. The US shale revolution has upended global oil and gas markets. Alternative energy sources are bourgeoning, […]

Energy & Environment Oil and Gas
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Content

New Atlanticist

Jan 25, 2024

Houthi attacks in the Red Sea hurt global trade and slow the energy transition

By William Tobin, Joseph Webster

Recent attacks on commercial shipping in the Red Sea are a reminder that a major disruption to freedom of navigation would hold many negative consequences.

Economy & Business Energy & Environment

New Atlanticist

Jan 25, 2024

The skies are quiet, but the Iran-Pakistan strikes left lasting diplomatic damage

By Muhammad Faisal

While the immediate crisis will subside, an intensified security dilemma will be permanent for Islamabad.

Conflict Economy & Business

In the News

Jan 8, 2024

Tran quoted in TIME on Red Sea shipping disruptions

Read the full article here.

Economy & Business International Markets

In the News

Jan 5, 2024

Wald featured in Bloomberg Surveillance podcast discussing potential for oil supply risk amid recent Houthi attacks and avoiding the Red Sea
Energy Markets & Governance Geopolitics & Energy Security

In the News

Jan 5, 2024

Wald quoted in Bloomberg on the potential disruption to the oil trade amid Red Sea attacks
Energy Markets & Governance Middle East

In the News

Dec 29, 2023

Wald and Shaffer quoted in S&P Global Commodity Insights on Iranian sanctions, ties to Houthis, and crude oil supplies
Economic Sanctions Energy Markets & Governance

In the News

Dec 28, 2023

Wald featured in Bloomberg Surveillance podcast discussing global oil markets in Middle East geopolitics
Energy Markets & Governance Geopolitics & Energy Security

In the News

Dec 20, 2023

Tran cited by Investopedia on Red Sea attacks disrupting global trade

Read the full article here.

International Markets Oil and Gas

New Atlanticist

Dec 20, 2023

What’s behind the attacks on ships in the Red Sea

By Ellen Wald

Houthis have increased drone and missile attacks against commercial ships in the area, and companies are suspending routes through the Suez Canal.

Economy & Business Energy & Environment

In the News

Dec 20, 2023

Sullivan quoted in Business Day on oil trade and traffic in the midst of Houthi attacks
Energy Markets & Governance Middle East
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Experts

Fellow

Mamadou Fall Kane

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

Fellow

Edward Verona

Nonresident Senior Fellow

Eurasia Center

Economy & Business

Fellow

Marino Auffant

Nonresident Senior Fellow

GeoStrategy Initiative Scowcroft Center for Strategy and Security

Economy & Business Energy & Environment

Staff

Reed Blakemore

Director, Research and Programs

Global Energy Center

Geopolitics & Energy Security Energy Transitions

Fellow

Agnia Grigas

Nonresident Senior Fellow

Eurasia Center

Eastern Europe Energy Markets & Governance

Fellow

Inwook Kim

Nonresident Fellow

empowerME Rafik Hariri Center & Middle East programs

English Geopolitics & Energy Security
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Events

Public Event Tue, September 23, 2025 • 1:30 pm ET

Atlantic Council Africa Energy Forum
Africa Energy & Environment Oil and Gas