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EnergySource

Jul 5, 2018

The risks of the Trump Administration’s whiplash policy on Iranian oil

By David Mortlock and Ellen Wald

As the Trump Administration prepares to re-impose nuclear-related sanctions on Iran following the president’s decision to withdraw the United States from the Joint Comprehensive Plan of Action (JCPOA), its treatment of Iranian oil sales could dramatically impact both the United States’ Iran strategy and the global oil market. The administration’s apparent decision to compel buyers […]

Geopolitics & Energy Security Iran

EnergySource

Jul 2, 2018

As OPEC manages the market, shale producers struggle with local constraints

By Ellen Scholl

Much has been made of the recent OPEC decision to lift production limits and its impact on US shale producers, with some commentators arguing that OPEC reclaiming its role as a market manager has put US shale in its place. However, others have noted that shale producers in the Permian are potentially sighing in relief […]

Americas Energy Markets & Governance

EnergySource

Jun 28, 2018

Understanding OPEC’s agreement to raise production: A conversation with Helima Croft

By Ellen Scholl

Global Energy Center Deputy Director Ellen Scholl sat down with Atlantic Council Board Director Dr. Helima Croft, managing director and global head of commodity strategy, global research at RBC Capital Markets, for her take on the OPEC meeting and the decision to move away from production cuts and toward increasing production to balance the market […]

Energy Markets & Governance Oil and Gas

EnergySource

Jun 21, 2018

The OPEC meeting and the United States: The elephant not in the room

By Randolph Bell

The geopolitics and economics of oil appear set to collide at this Friday’s OPEC meeting and Saturday’s follow-on OPEC/Non-OPEC Ministerial, as members of the producing cartel and non-OPEC member countries debate the fate of the production curtailment agreement in place since 2016. However, the biggest elephant in the room won’t even be there. The United […]

Energy Markets & Governance Oil and Gas

Report

Jun 20, 2018

Nord Stream 2: Understanding the potential consequences

By Alan Riley

the proposed Nord Stream 2 pipeline would have negative implications for European energy security, including undermining transit security, reducing route diversity, creating a “Straits of Hormuz” risk for Europe, and undermining the single market.

Energy & Environment Europe & Eurasia

EnergySource

Jun 12, 2018

The irony of Italy’s election for energy

By John Roberts

The new Italian government’s declaration that it is reviewing the Trans Adriatic Pipeline (TAP) project threatens to derail a $40 billion set of projects that will bring Caspian gas to Europe and hand Russia a major victory in the process. What is at stake is the final leg of a complex set of projects referred […]

Geopolitics & Energy Security Italy

IranSource

Jun 7, 2018

Sanctions or Self-Sabotage? The story of Iran’s oil industry

By Ellen Wald

Following the lifting of international sanctions in January 2016, there was a great deal of optimism for Iran’s oil economy. Even though the global oil industry was a year into a price collapse, many companies were eager to explore investment opportunities in Iran’s neglected oil and gas assets. The National Iranian Oil Company (NIOC) and Iran’s oil […]

Iran Oil and Gas

Timely Commentary & Analysis

Jun 7, 2018

Sanctions or self-sabotage? The story of Iran’s oil industry

By Ellen Wald

Following the lifting of international sanctions in January 2016, there was a great deal of optimism for Iran’s oil economy. Even though the global oil industry was a year into a price collapse, many companies were eager to explore investment opportunities in Iran’s neglected oil and gas assets. The National Iranian Oil Company (NIOC) and […]

Energy & Environment Iran

EnergySource

May 16, 2018

The future of oil: An innovator’s perspective

By Randolph Bell

Technology, policy, consumer preference, and price are driving dramatic changes in the energy mix, and the United Arab Emirates is at the forefront of efforts to innovate and diversify. In an interview with Randolph Bell, director of the Atlantic Council Global Energy Center, Musabbeh Al Kaabi, chief executive officer for petroleum and petrochemicals at the […]

Energy Markets & Governance Oil and Gas

Timely Commentary & Analysis

May 11, 2018

Is Latin America on target for COP24?

By Global Energy Center

In a new report, Atlantic Council Energy Advisory Group Chairman and Adrienne Arsht Latin America Center Senior Fellow David Goldwyn and co-author Andrea Clabough examine the progress Latin American countries, including the Southern Cone countries, Central America, and the Caribbean, have made in working toward their climate goals, with a focus on modernization and improved sustainability […]

Americas Climate Change & Climate Action

Experts