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

A look at the implications of Trump’s decision to end sanctions waivers for countries importing Iranian oil

Dispatches
Mar 17, 2026

How the Iran war could trigger a European energy crisis

By
Lisa Basquel

Refilling Europe’s depleted gas storage—already a difficult task given the continent’s efforts to stop purchasing Russian gas—is even more difficult now with the Strait of Hormuz effectively closed.

Conflict
Economy & Business

A look at the implications of Trump’s decision to end sanctions waivers for countries importing Iranian oil

Dispatches
Mar 12, 2026

Energy under attack: What the Gulf can learn from Ukraine and Iraq

By
Matthew Keating

In their successes and shortcomings, Iraq and Ukraine are cases worth studying by countries currently under attack from Iran.

Energy & Environment
Geopolitics & Energy Security

A look at the implications of Trump’s decision to end sanctions waivers for countries importing Iranian oil

Dispatches
Mar 5, 2026

What a Middle East oil and LNG crisis means for China and East Asia

By
Joseph Webster, Reid I’Anson, and Kevin Li

China, Japan, South Korea, and Taiwan would each be affected by a collapse in energy through the Strait of Hormuz, which Iran has effectively closed.

China
Conflict

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.

learn more

Events

Public Event
Mon, April 13, 2020 • 9:00 am ET

Oil market mayhem redux: The market and geopolitical implications of the OPEC+ and G20 negotiations

Energy & Environment
Energy Markets & Governance
Geopolitics & Energy Security
Oil and Gas

Event Recap

Mar 11, 2020

Atlantic Council press call: Oil market meltdown: Price wars, coronavirus, and energy geopolitics

Last week’s breakdown of OPEC+ meetings in Vienna has turned a demand side driven decline in oil prices caused by the impacts of Coronavirus into an oil price war between two oil producing giants, with US shale production the ostensible target. If the standoff continues, however, the price war might ultimately do more harm to the Saudi and Russian economies. With increasing uncertainty about the depth of Coronavirus’ impact on global growth, the price war might also contribute to a sharp decline in the global economy.

Helima Croft, David L. Goldwyn, Jean-Francois Seznec, Anders Aslund, and Randolph Bell discuss ongoing market volatility, the origins of the crisis, what’s next for US shale, and the implications of it all for energy and geopolitics


Coronavirus

Energy & Environment

Public Event
Tue, March 3, 2020 • 3:00 pm ET

How Naftogaz outfoxed the Kremlin and can do it again

Geopolitics & Energy Security
Oil and Gas
Russia
Ukraine

Load More

Content

New Atlanticist

Apr 22, 2019

A look at the implications of Trump’s decision to end sanctions waivers for countries importing Iranian oil

By Ashish Kumar Sen

The mover could spark backlash from Iran and the countries that continue to buy Iranian oil.

Financial Sanctions and Economic Coercion Geopolitics & Energy Security

EnergySource

Apr 18, 2019

Gas Directive: Overly burdensome regulation of the EU gas market?

By Danila Bochkarev

On 15 April, the Council of the European Union (EU) backed a controversial revision of the EU Gas Directive, which was already adopted at a plenary session of the European Parliament in Brussels on 4 April. This adoption by the Council is the last step in the legislative initiative. However, the story began in November […]

Energy Markets & Governance European Union

Article

Apr 16, 2019

The LNG moment: How US production could change more than just markets

By Dr. Paula Stern

Adapted from comments given by The Honorable Paula Stern, Ph.D. at the Atlantic Council IN TURKEY Program’s “New Regional Gas Market Dynamics under LNG Expansion & the Shale Gas Revolution” conference on February 26, 2019, with contributions from Ben Perkins. Last March the Economist ran the headline, “Global powers need to take the geopolitics out […]

Energy & Environment Energy Markets & Governance

EnergySource

Apr 11, 2019

Why the massive floating bomb in the Red Sea needs urgent attention

By Dr. Ian Ralby, Dr. David Soud, and Rohini Ralby

A floating storage and offloading (FSO) terminal less than five miles off the coast of Yemen has turned into a massive bomb—capable of explosion due to its contents and lack of maintenance. The risk of explosion increases by the day, and if that were to happen, not only would it damage or sink any ships […]

Middle East Oil and Gas

EnergySource

Apr 8, 2019

Addressing the invisible supply chain

By Dr. Ian Ralby, Dr. David Soud, and Rohini Ralby

This post is the third in a series of three that focuses on 1) defining, 2) mapping, and 3) addressing the invisible supply chain. You can read the first and second posts here.  Criminals have the advantage of being agile. They are unencumbered by the constraints that impede the governments and institutions arrayed against them. A criminal […]

Oil and Gas

EnergySource

Mar 29, 2019

Black Sea natural gas games: A fork in the road for the BRUA Pipeline project

By Nolan Theisen and John Szabo

Hopes were riding high on the discovery of Romania’s Black Sea natural gas deposits in 2012, which were expected to provide a cheap and local source of the fuel for Central and South Eastern Europe (CSEE). ExxonMobil and OMV Petrom would carry out the offshore production, and the Bulgaria-Romania-Hungary-Austria (BRUA) pipeline project, formally conceived in […]

Central Europe Eastern Europe

Timely Commentary & Analysis

Mar 28, 2019

Mapping the invisible supply chain

By Dr. Ian Ralby, Dr. David Soud, and Rohini Ralby

This post is the second in a series of three that will focus on 1) defining, 2) mapping, and 3) addressing the invisible supply chain. You can read the first post here. In the autumn of 2017, Italian authorities busted a lucrative smuggling ring that was bringing hundreds of millions of liters of stolen Libyan […]

Energy & Environment Oil and Gas

EnergySource

Mar 20, 2019

Defining the invisible supply chain

By Dr. Ian Ralby, Dr. David Soud, and Rohini Ralby

This post is the first in a series of three that will focus on 1) defining, 2) mapping, and 3) addressing the invisible supply chain. In 2014, the Wall Street Journal published a story detailing how the Saltpond Oil Field off the coast of Ghana was exporting as much as five times the crude oil […]

Oil and Gas

EnergySource

Mar 15, 2019

A European view: Europe, Nord Stream 2, and diversification

By Friedbert Pflüger

Preface During his 2019 State of the Union speech, President Donald Trump claimed credit for getting European NATO members to pay an additional $100 billion in military outlays to the alliance by the end of 2020. Similarly, instead of raising the specter of further sanctions on Russia that would impact European allies, the United States […]

Central Europe Eastern Europe

UkraineAlert

Mar 7, 2019

What a $2.8 Million scheme to rip off the state says about corruption in Ukraine

By Matthew Kupfer

Fictional houses, “dead souls,” but real embezzlement — it sounds like the plot of a horror film. But it’s actually a corruption scheme that ran for over eight years in Ukraine’s Kirovograd Oblast. From 2009 to 2017, the management of the regional gas distribution company, Kirovogradgaz, inserted hundreds of fictional addresses into its electronic billing […]

Corruption Oil and Gas
Load More

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
Load More

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