Recent analysis

New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

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
New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

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
New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

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

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The ninth Atlantic Council Global Energy Forum will be held June 17 and 18 in Washington, DC.
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Underwater mayhem: Countering NATO energy & critical infrastructure threats
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The future of Venezuela’s democratic opposition coalition with Roberto Enríquez
Americas Civil Society Corruption Democratic Transitions
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Content

Report

Jun 5, 2020

New challenges and dwindling returns for Russia’s national champions, Gazprom and Rosneft

By Anders Åslund & Steven Fisher

As Russia’s economic future is clouded by negative demographic trends, new energy technologies and efficiencies, volatile commodity prices, and the likelihood of continued Western sanctions, Gazprom and Rosneft, Russia’s two natural resource champions face a comeuppance: international competition, global and regional market access, capital investment, and revenue/cost efficiency.

Economy & Business Geopolitics & Energy Security

IranSource

Jun 3, 2020

Iran oil exports face a tough future even after the coronavirus

By Omid Shokri Kalehsar

Even before the coronavirus pandemic erupted, Iran’s oil exports were declining as a result of secondary US sanctions.

Energy & Environment Iran

Long Take

May 27, 2020

The Russian economy in health, oil, and economic crisis

By Anders Åslund

Russia’s response to the COVID-19 epidemic and the ensuing economic crisis does not impress. Arguably, it has hardly been worse than the average EU response—except for the Central European countries, where the pandemic arrived late and who protected themselves much better. The Russian authorities’ attempts to deny and conceal the epidemic have undermined popular trust in Putin, which is lower than ever. Nor have the authorities shown any sign of restart long dormant reforms.

Coronavirus Economy & Business

TURKEYSource

May 7, 2020

How Turkey benefits from global LNG glut

By Eser Özdil

While Turkey’s gas supply security is enhanced, the domestic market benefits from the increasing competition in the global gas market. With LNG, Turkey can further diversify its gas supply sources and the state-owned gas company, BOTAS, can decrease the weighted average cost of imported gas.

Oil and Gas Turkey

In the News

May 4, 2020

Fontenrose joins NPR’s Morning Edition to discuss Saudi oil tankers headed toward US

By Atlantic Council

Oil and Gas Saudi Arabia

In the News

Apr 30, 2020

Blakemore quoted in Al Jazeera on oil price crisis and US-Saudi relations

By Atlantic Council

Oil and Gas Politics & Diplomacy

In the News

Apr 29, 2020

Cohen in Forbes: Oil Prices May Recover Before 2021

By Atlantic Council

Europe & Eurasia Oil and Gas

In the News

Apr 29, 2020

Carpenter in The Washington Post: Putin has just made two huge mistakes, and his timing couldn’t be worse

By Atlantic Council

Coronavirus Economy & Business

In the News

Apr 24, 2020

Slavin joins Al-Jazeera (Arabic) to discuss US oil policy and US-Iran relations

By Atlantic Council

Arabic Iran

In the News

Apr 22, 2020

Herbst and Debra Cagan in The American Interest: How the oil shock will contain Putin

By Atlantic Council

Russia’s foreign policy has always been closely tied to the price of its primary export—energy. With oil prices hitting record lows, can the country afford Vladimir Putin’s foreign adventures? Eurasia Center Director John Herbst joined Debra Cagan, a former deputy assistant secretary of defense, to write an op-ed arguing that plunging oil prices will constrain […]

Geopolitics & Energy Security Oil and Gas
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Experts

Fellow

Mamadou Fall Kane

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

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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

Flagship Event Tue, June 17, 2025 • 9:00 am ET

2025 Global Energy Forum

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