Recent analysis

US oil export outlook

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
US oil export outlook

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
US oil export outlook

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

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

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 Pakistan must meet that demand while facing and overcoming critical environmental and energy security challenges. How is Pakistan 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?

Climate Change & Climate Action Energy Markets & Governance

Global Energy Forum

Jan 9, 2020

The role of oil and gas companies in the energy transition

By Robert (“RJ”) Johnston, Reed Blakemore, and Randolph Bell

Many oil and gas companies have recognized the need to decarbonize the energy system to avoid the impacts of climate change. Initial industry efforts to play a role in the energy transition show sincerity and promise. Yet the urgent need for more oil and gas production for the foreseeable future suggests that a comprehensive framework for the oil and gas industry to support a low-carbon future while simultaneously ensuring the world has enough energy to meet development and economic growth goals has yet to be fully developed. What role can the oil and gas industry play lead the way to an energy-rich, globally prosperous, low-carbon future?

Energy Transitions Oil and Gas

Global Energy Forum

Jan 9, 2020

European energy diversification: How alternative sources, routes, and clean technologies can bolster energy security and decarbonization

By Richard L. Morningstar, András Simonyi, Olga Khakova, Irina Markina

The European Union’s efforts to achieve a carbon-neutral economy present a unique and timely opportunity to strengthen European energy security. What is the EU currently doing to meet its decarbonization goals, address the role of natural gas in Europe’s low-carbon future, and explain the potential for new gas sources, alternative gas routes, and clean energy technologies to reduce carbon emissions? And how can this be done while simultaneously increasing European energy security and opportunities for transatlantic cooperation?

Energy Markets & Governance Energy Transitions
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Content

Issue Brief

Mar 10, 2016

US oil export outlook

By Amrita Sen

In December 2015, a forty-year ban on US crude oil exports lifted. Rapid advancements in US shale oil production played a crucial role in lifting this ban. What are the realities facing US oil exports?

Energy & Environment Oil and Gas

New Atlanticist

Feb 18, 2016

Saudi-Iran Rivalry Keeps Oil Prices Down

By Ashish Kumar Sen

Gulf states seen eager to put ‘fiscal squeeze’ on Iran The regional rivalry between Saudi Arabia and Iran—the two main producers in a global oil cartel—has become a significant factor behind the sharp decline in oil prices that has also kept rates at historic lows. Saudi Arabia and other Gulf oil-producing countries have watched with […]

Energy & Environment Iran

In the News

Feb 14, 2016

Shaffer Joins NARUC to Discuss Israel’s Energy Regulatory Environment

By Brenda Shaffer

Read the full article here.

Energy & Environment Israel

EconoGraphics

Jan 21, 2016

Feeling the Oil Crunch

By Global Business and Economics

Oil prices have fallen to their lowest since 2003, sitting under $30 a barrel in recent days. Declining expectations of global growth plus the addition of post-sanction Iranian supply don’t spell a substantial price recovery in the immediate future. Under this new market realities, oil-exporting countries come in different form to weather the storm.

Economic Sanctions Economy & Business

Report

Jan 20, 2016

Surging liquefied natural gas trade: How US exports will benefit European and global gas supply diversity, competition, and security

By Bud Coote

The EU's move toward a freer energy market and a global shift toward gas by climate-conscious consumers are likely to help fuel growing demand for US liquefied natural gas (LNG) in the coming years

Energy & Environment Europe & Eurasia

Issue Brief

Jan 11, 2016

Nigeria’s oil revenue crunch

By Aaron Sayne and Aubrey Hruby

As oil prices fall to their lowest in decades, Nigeria's oil revenue has plummeted nearly $2 billion since the start of 2014. What is the impact of falling oil prices and increased competition on the economy and stability in Nigeria?

Africa Corruption

Report

Dec 16, 2015

Diversifying African Trade: The road to progress

By Aubrey Hruby

As World Trade Organization members meet in Nairobi, Kenya, for their 2015 Ministerial, the potential economic impact of African trade—for Africa, but also the rest of the world—has never been more relevant. Home to thirty-three of the world’s least developed countries and only responsible for 3 percent of global trade, Africa stands to reap enormous […]

Africa East Africa

Issue Brief

Nov 24, 2015

Nordstream 2: Too many obstacles, legal, economic, and political to be delivered?

By Alan Riley

While Nordstream 2 may once have seemed a politically and economically viable project, the Ukraine crisis has so altered the landscape that Gazprom may have taken on a project that is undeliverable.

Energy & Environment Europe & Eurasia

Report

Nov 16, 2015

Iran’s energy policy after the nuclear deal

By Sara Vakhshouri

Following the lifting of sanctions on Iran's all-important gas and oil sector, Tehran will seek to develop an "economy of resistance" by building out commercial relationships that increase other states' reliance on it.

Energy & Environment Energy Markets & Governance

Issue Brief

Oct 13, 2015

Crude oil for natural gas: Prospects for Iran-Saudi reconciliation

By Jean-Francois Seznec

Despite the sectarian barbs traded between Saudi Arabia and Iran, Iran's unique ability to meet the kingdom's fast growing demand for electricity may help spur a reconciliation, and the two dominant energy producers do not necessarily need to see their energy production as competition.

Energy & Environment Geopolitics & Energy Security
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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

Public Event Tue, September 23, 2025 • 1:30 pm ET

Atlantic Council Africa Energy Forum
Africa Energy & Environment Oil and Gas