Recent analysis

Oil price war ends, but coronavirus demand crisis remains

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
Oil price war ends, but coronavirus demand crisis remains

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
Oil price war ends, but coronavirus demand crisis remains

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 9, 2020

International grid integration: Efficiencies, vulnerabilities, and strategic implications in Asia

By Phillip Cornell

In order to meet growing global demand for electricity, and in response to an increase in renewables, power networks and markets are evolving and becoming increasingly interconnected. South and Southeast Asia have already had some success with interconnections, and China’s vision and Belt and Road Initiative loom large in the region, but there are geopolitical concerns to contend with. Could a US model manage these concerns? What is the state of regional power markets in Asia and investment in regional grid infrastructure, and what responses are we already seeing to emerging trends?

Climate Change & Climate Action
Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

Energy sector diversification: Meeting demographic challenges in the MENA region

By Bina Hussein

The Middle East and North Africa (MENA) region is projected to experience significant demographic growth by 2050, growth which will have to be met with commensurate economic expansion and job opportunities, or the region will risk an increase in political instability. To meet this challenge, countries in the region must diversify their economies beyond the energy sector and expand their energy sector beyond hydrocarbons. What are the key trends that MENA countries will have to contend with, what is already being done, and what further steps should be taken?

Energy Markets & Governance
Energy Transitions

Issue Brief

Jan 9, 2020

Transforming the power sector in developing countries: Geopolitics, poverty, and climate change in Bangladesh

By Robert F. Ichord, Jr.

As the South and Southeast Asian region faces increasing energy demand due to both population and economic growth, countries like Bangladesh must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Bangladesh seeking to diversify its energy mix and establish more local and decarbonized power systems, and what are key opportunities for future government and foreign investment?

Bangladesh
Climate Change & Climate Action
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Content

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

EnergySource

Apr 9, 2020

Hurdles to OPEC++

By Phillip Cornell

This week in oil markets has an air of suspended animation. Will an international production deal materialize? The answer is “perhaps,” but probably not in the volumes necessary to balance the market and only after Moscow extracts concessions.

Geopolitics & Energy Security
Oil and Gas

In the News

Apr 8, 2020

Bell and Goldwyn quoted in Gestión (Spanish) on falling oil prices in Latin America amidst coronavirus

By Atlantic Council

Coronavirus
Latin America

In the News

Apr 6, 2020

Blakemore quoted in Energy Wire on Trump’s oil meeting

By Atlantic Council

Energy & Environment
Oil and Gas

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
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Experts

Fellow

Neil Ford

Nonresident Senior Fellow

Africa Center

Africa Energy & Environment

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
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