Recent analysis

Livingston quoted in NBC News on the impact of a potential oil deal between Saudi Arabia and Russia on the United States

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
Livingston quoted in NBC News on the impact of a potential oil deal between Saudi Arabia and Russia on the United States

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
Livingston quoted in NBC News on the impact of a potential oil deal between Saudi Arabia and Russia on the United States

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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Content

In the News

Apr 6, 2020

Livingston quoted in NBC News on the impact of a potential oil deal between Saudi Arabia and Russia on the United States
Energy & Environment Middle East

In the News

Apr 3, 2020

Blakemore quoted in The Telegraph on renewable energy

By Atlantic Council

Energy & Environment Energy Markets & Governance

In the News

Apr 1, 2020

Cohen in Forbes: Russia’s Rosneft Cuts Ties With Venezuela While U.S. Offers A Peace Plan

By Atlantic Council

Energy & Environment Oil and Gas

EnergySource

Mar 26, 2020

Stimulus bill’s lack of funding for the SPR and clean energy is a lose-lose for the country

By Randolph Bell

Not including $3 billion for purchase of crude for the Strategic Petroleum Reserve (SPR) or support for clean energy initiatives in the soon-to-be passed $2 trillion stimulus package is a missed opportunity and a lose-lose for US energy security and leadership on climate action.

Coronavirus Energy Markets & Governance

New Atlanticist

Mar 26, 2020

Dual demand and supply shocks have created historic oil crisis, IEA executive director says

By David A. Wemer

Dramatically lower oil demand due to the coronavirus pandemic and an emerging supply glut caused by the failure of major oil producers to cut production has slammed the global oil market with a crisis “unique in history,” according to Dr. Fatih Birol.

Climate Change & Climate Action Energy Markets & Governance

AfricaSource

Mar 25, 2020

Tough times ahead for African oil producers

By Luke Tyburski

The precipitous decline in oil prices related to the coronavirus pandemic will have significant economic knock-on effects in Africa. Central African producers look to be the most vulnerable, but the shocks will be felt everywhere.

Africa Angola

New Atlanticist

Mar 23, 2020

Russia is out of control: The dangerous Mr. Sechin

By Anders Åslund

Russia is out of control. All of a sudden, it has launched an oil price war, even though it is unrealistic that the Kremlin can defeat Saudi Arabia and the United States in such a contest. Saudi Arabia’s population is one-fifth of Russia’s, while holding equivalent international currency reserves. The United States is still a net oil importer, meaning that its economy benefits from low oil prices. Russia, by contrast, is a major oil exporter and is utterly dependent on high oil prices.

Corruption Oil and Gas

In the News

Mar 17, 2020

Cohen in Forbes: Central Asia needs a financing solution to low oil prices

By Atlantic Council

Central Asia Energy & Environment

EnergySource

Mar 12, 2020

Oil market meltdown?

By John Soughan

Over the weekend of March 7–8, the breakdown of the previous oil production agreement between Russia and Saudi Arabia led to the broader collapse of the arrangement between OPEC and OPEC+. What will the rift will mean for the global oil market?

Coronavirus Energy Markets & Governance

Event Recap

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy. Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics

Coronavirus Energy & Environment
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Experts

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Mamadou Fall Kane

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

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Edward Verona

Nonresident Senior Fellow

Eurasia Center

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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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