Recent analysis

Can lowering trade barriers fuel American energy exports to Europe?

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

Can lowering trade barriers fuel American energy exports to Europe?

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

Can lowering trade barriers fuel American energy exports to Europe?

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

Aug 14, 2018

Can lowering trade barriers fuel American energy exports to Europe?

By Barbara C. Matthews, Earl Anthony Wayne, and Richard Morningstar

The EU’s efforts to diversify its energy imports through increased reliance on American LNG exports therefore presents a geo-strategic opportunity to increase energy and political security in Europe and bolster the transatlantic relationship in the process.

European Union Germany

EconoGraphics

Jul 19, 2018

US Iran Sanctions Could SpOIL the Global Economy

By Ole Moehr

The Trump Administration’s “maximum pressure” approach against Iran to reduce Iranian crude oil exports to zero as soon as possible is expected to rattle markets and could undermine the credibility and effectiveness of US sanctions. This edition of the EconoGraphic outlines how re-imposed US sanctions against Iran will affect the global oil market, the price of oil, US consumers, and the American economy.

China Economic Sanctions

Report

Jul 18, 2018

Decarbonization and peak oil demand: The role of policy in the transportation sector

By Robert J. Johnston and Hilary Novik Sandberg

What is the role of government policy in the transportation sector amidst international efforts to reduce carbon emissions and peak oil demand concerns, specifically in regard to the numerous policies and technological developments that have already been adopted or could be developed to aid the decarbonization of the transportation sector, as well as the reforms necessary to their widespread adoption?

Energy & Environment Energy Transitions

EnergySource

Jul 13, 2018

What Iran’s World Cup team says about oil production

By Brenda Shaffer

In the current tight oil market, where little wiggle room exists between supply and demand, any production outage has the potential to significantly impact the global oil price. And while observers frequently discuss many of the geopolitical risks that could lead to such outages, the potential for outages in Iranian production warrants further consideration—and not […]

Geopolitics & Energy Security Iran

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
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Experts

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

Fellow

Inwook Kim

Nonresident Fellow

empowerME Rafik Hariri Center & Middle East programs

English Geopolitics & Energy Security
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Events

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Atlantic Council Africa Energy Forum
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