Recent analysis

COVID-19 spells out new era for energy markets

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
COVID-19 spells out new era for energy markets

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
COVID-19 spells out new era for energy markets

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

Jan 28, 2021

As the aviation industry recovers from one crisis, it is looking to the next: climate change

By Katherine Golden

The COVID-19 pandemic has generated “the most severe crisis for aviation ever,” said Marc Hamy, vice president of corporate affairs, sustainability, and environment at Airbus. But there's another crisis on the horizon for the aviation industry: “increasing pressure coming from climate change. So we absolutely need to recover from this crisis in aviation, and at the same time we’ll have to manage the most important transition in the history of our sector: decarbonized aviation.” Hamy added.

Energy & Environment Energy Markets & Governance

New Atlanticist

Jan 19, 2021

The world is about to embark on a big energy transition. Here’s what it could look like.

By Katherine Golden

“Real friends say the bitter truth,” said Fatih Birol, the executive director of the International Energy Agency, at the Atlantic Council's Global Energy Forum. And “the bitter truth is that real energy transitions are coming, and they are coming fast.”

Climate Change & Climate Action Energy & Environment
Abu Dhabi Skyline

Global Energy Agenda

Jan 18, 2021

The 2021 Global Energy Agenda

By Randolph Bell, Jennifer T. Gordon, Paul Kielstra, and Andrew Marshall (Editors)

The inaugural edition of the Global Energy Agenda provides context for the unprecedented year that has passed. It features a survey of thought leaders in the energy sector, as well as a series of essays by the leading figures in energy, to set the energy agenda for 2021.

Energy & Environment Geopolitics & Energy Security
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Content

New Atlanticist

Apr 20, 2020

COVID-19 spells out new era for energy markets

By Agnia Grigas

Global energy markets are experiencing historic upheavals most evident by the dramatic drop in oil prices and demand. Yet, there are deeper structural upheavals at play and ones driven by changes over the past decade.

Coronavirus Energy Markets & Governance

EnergySource

Apr 20, 2020

Containing Russian influence in Venezuela

By David L. Goldwyn and Andrea Clabough

The Russian government has been instrumental in preserving the Maduro regime, despite years of intense domestic and international pressure favoring a democratic transition, providing the regime invaluable diplomatic leverage, security personnel, and material, as well as an economic lifeline. The US strategy for a democratic Venezuela must recognize these realities and focus on containing Russian influence in Venezuela, as it cannot end it.

Economy & Business Financial Sanctions and Economic Coercion

In the News

Apr 15, 2020

Cohen in Forbes: SEC Should Examine Massive Oil Stock Purchases On Eve Of OPEC+ Deal

By Atlantic Council

Energy & Environment Oil and Gas

In the News

Apr 14, 2020

Goldwyn quoted in AXIOS on US President Trump’s oil diplomacy

By Atlantic Council

Oil and Gas Politics & Diplomacy

New Atlanticist

Apr 14, 2020

Oil price war ends, but coronavirus demand crisis remains

By Reed Blakemore

The result of the OPEC+ marathon negotiations should help restore some positive market sentiment and possibly firm up something of a price floor over the short term. However, the impact of a month-long price war, amidst deteriorating oil demand, risks eventually drawing the deal into sharp relief over the next few weeks.

Coronavirus Energy Markets & Governance

New Atlanticist

Apr 14, 2020

Putin concedes defeat in the oil price war

By Anders Åslund

Russia's price war with Saudi Arabia backfired, and Putin's backtracking may signal that he is starting to sour on one of his key officials.

Coronavirus Oil and Gas

In the News

Apr 13, 2020

Bell quoted in Politico on OPEC diplomacy and US oil jobs

By Atlantic Council

Energy & Environment Oil and Gas

New Atlanticist

Apr 12, 2020

OPEC’s historic deal may still not be enough

By Randolph Bell and Reed Blakemore

On April 12, a meeting of the Organization of the Petroleum Exporting Countries (OPEC) and ten other oil producing countries (known as OPEC+) reached a historic deal to cut 9.7 million barrels per day (bpd) to meet the historic challenge of a COVID-19-driven drop in demand. But as the oil market digests OPEC’s and OPEC+’s largest-ever single oil production cut in the face of an overwhelming demand shock, the question remains: will it be enough?

Oil and Gas Russia

In the News

Apr 10, 2020

Cohen in Forbes: Too Little Too Late? Russia And Saudi Arabia Reach Truce In Oil Price War

By Atlantic Council

Oil and Gas Politics & Diplomacy

New Atlanticist

Apr 9, 2020

The compelling incentives for Saudi-Russian rapprochement

By Alan Riley

The impact of this price war combined with the demand destruction triggered by the impact of the coronavirus are likely to force both Russian and Saudi Arabia back to the negotiating table to agree a deal which will—at least in substance—restore OPEC plus, sooner rather than later.

Coronavirus Energy Markets & Governance
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Experts

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

Neil Ford

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

Fellow

Agnia Grigas

Nonresident Senior Fellow

Eurasia Center

Eastern Europe Energy Markets & Governance

Fellow

Mamadou Fall Kane

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

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 9, 2026 • 9:00 am ET

2026 Global Energy Forum

The tenth Global Energy Forum will chart the course for continued innovation, collaboration, and leadership in the global energy transition. 
Africa Americas Climate Change & Climate Action Critical Minerals