Oil & Gas

Even in a more carbon-conscious world, oil and gas will continue to play a significant role in the global energy system. From petrochemicals to power generation, oil and gas technologies will be a central player in the “dual challenge” of meeting increased energy demand and the need for low-carbon energy, making oil and gas still critical for international trade, investment, and geopolitics.

Recent analysis

How accounting for the externalities of carbon would affect end products

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
How accounting for the externalities of carbon would affect end products

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
How accounting for the externalities of carbon would affect end products

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

EnergySource

Dec 31, 2019

How accounting for the externalities of carbon would affect end products

By Jennifer T. Gordon

Given the urgent need to decarbonize all sectors of the US economy, one of the broadest policy options that could steer both energy production and consumption in the right direction is the notion of putting a price on carbon.

Energy Transitions Oil and Gas

In the News

Dec 30, 2019

Wald in The Hill: Energy dominance is leverage for US foreign relations
Energy & Environment Oil and Gas
Buildings downtown

EnergySource

Dec 30, 2019

Shadow carbon pricing: What corporations can do in the meantime

By Jennifer T. Gordon

There are any number of reasons for corporations to participate in sustainability efforts. One of the greatest contributions that corporations can make to a zero-carbon future is setting a “shadow” price on carbon by placing a dollar value on emissions and making carbon commitments and investment choices accordingly.

Climate Change & Climate Action Energy Transitions
Stock exchange

EnergySource

Dec 30, 2019

The Aramco IPO isn’t quite enough to realize MBS’s diversification ambitions

By Randolph Bell

After significant delays and a number of setbacks, Aramco finally listed shares representing 1.5 percent of the company’s total value on the domestic Tadawul exchange. The $25.6 billion that the IPO raised is nothing to scoff at, but it still is not enough to fully realize MBS’ ambitions. Where does the IPO go from here?

Energy Markets & Governance Energy Transitions
Presidential debate stage

EnergySource

Dec 29, 2019

The reemergence of carbon pricing proposals

By Jennifer T. Gordon

There is a growing political acceptance of carbon pricing, both on the Hill and among presidential hopefuls. However, carbon pricing is by no means inevitable—where does the conversation go from here?

Climate Change & Climate Action Energy Transitions

In the News

Dec 24, 2019

Shaffer joins Bloomberg to discuss oil markets, electricity challenges, and 2020 forecasts

By Atlantic Council

Energy & Environment Oil and Gas

UkraineAlert

Dec 22, 2019

Trump blocks Putin’s pipeline with US sanctions

By Diane Francis

Only weeks away from completion, new US sanctions force Nord Stream 2 contractor to down tools, placing the pipeline's future in jeopardy.

Geopolitics & Energy Security Oil and Gas

In the News

Dec 20, 2019

Morningstar and Fried quoted in Radio Free Europe/Radio Liberty on Nord Stream 2 sanctions

By Atlantic Council

Eastern Europe Energy & Environment

In the News

Dec 18, 2019

Cohen in Forbes: Saudi Aramco IPO Hits $2 Trillion Mark Amid Guarded Forecast

By Atlantic Council

Energy Markets & Governance Middle East

In the News

Dec 17, 2019

Shaffer quoted in Daily Sabah on Israel-Turkey gas relations

By Atlantic Council

Energy Markets & Governance Israel
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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