Recent analysis

The energy system is more complex than ever: navigating AI, competitiveness, and growth

EnergySource May 21, 2025

Replace the Inflation Reduction Act with FUEL-AI

By Joseph Webster

To compete in the global AI race, the United States must dramatically expand its power supply. Replacing the Inflation Reduction Act with the FUEL-AI Act would reorient energy policy toward national security, fast-tracking domestic energy production and infrastructure to power America’s AI future.
Energy & Environment Energy Transitions
The energy system is more complex than ever: navigating AI, competitiveness, and growth

MENASource May 15, 2025

Feeding the ‘water mafia’: Sanctions relief and Iran’s water crisis

By Nik Kowsar

Trump comments mark the first time a US president acknowledges a “water mafia”: a connected network responsible for ecological catastrophes.
Climate Change & Climate Action Energy & Environment
The energy system is more complex than ever: navigating AI, competitiveness, and growth

New Atlanticist Apr 30, 2025

Experts react: At last, the US and Ukraine signed a minerals deal. Here’s what to expect next.

By Atlantic Council experts

After months of wrangling, Washington and Kyiv quietly finalized a much-anticipated agreement on April 30. Atlantic Council experts dig into the details.
Geopolitics & Energy Security Politics & Diplomacy

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

Public Event Wed, June 4, 2025 • 9:45 am ET

US-Central Asia Forum
Central Asia Economy & Business Europe & Eurasia Geopolitics & Energy Security
Flagship Event Tue, June 17, 2025 • 9:00 am ET

2025 Global Energy Forum

The ninth Atlantic Council Global Energy Forum will be held June 17 and 18 in Washington, DC.
Africa Americas Climate Change & Climate Action Energy & Environment
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Content

EnergySource

Jun 17, 2025

The energy system is more complex than ever: navigating AI, competitiveness, and growth

By Elena Benaim, Paddy Ryan

The Atlantic Council’s flagship Global Energy Forum opened today in Washington, DC, bringing together top energy and policy leaders at a critical moment for global energy strategy. These experts and policymakers weighed in on the increasingly complex landscape of energy policies amid intense competition to win the artificial intelligence (AI) race, rising geopolitical tensions, and divergent national […]

Africa Americas

New Atlanticist

Jun 17, 2025

What comes next in the Iran-Israel war, from a US response to energy impacts

By Katherine Golden

RBC Capital Markets' Helima Croft and the Atlantic Council's Brett McGurk discussed the energy and security risks resulting from the Iran-Israel war.

Conflict Energy & Environment

Event Recap

Jun 17, 2025

Southeast Europe Transatlantic Economic Forum 2025

On May 21, 2025, the Atlantic Council's Europe Center hosted the annual Southeast Europe Transatlantic Economic Forum - Five sessions convening leaders and stakeholders from business and government across SEE, the US, and the Western Balkans.

Economy & Business Geopolitics & Energy Security

Transcript

Jun 17, 2025

The energy risks of escalation in the Middle East, according to Brett McGurk and Helima Croft

By Atlantic Council

At the 2025 Global Energy Forum, Croft and McGurk talked about possible US responses to the Iran-Israel war and the potential energy impacts of escalation.

Conflict Geopolitics & Energy Security

New Atlanticist

Jun 17, 2025

UAE Minister Sultan Al Jaber on how to solve AI’s energy conundrum

By Katherine Golden

Meeting the demand for energy associated with AI "is not just a technical challenge,” but a “once-in-a-generation" opportunity, Al Jaber said at the 2025 Global Energy Forum.

Energy & Environment Energy Markets & Governance

Transcript

Jun 17, 2025

The AI race ‘is not just about code,’ it’s ‘about gigawatts,’ says the UAE’s Sultan Al Jaber

By Atlantic Council

At the 2025 Global Energy Forum, Al Jaber spoke about the need to "hyperscale energy" and update energy grids across the world.

Energy & Environment Energy Markets & Governance

EnergySource

Jun 16, 2025

US global leadership in the age of electricity

By Robert F. Ichord, Jr.

Amid shifting geopolitics and the emerging "age of electricity," the United States has an opportunity to assert global leadership in energy and security. Through foreign policy, the Trump administration can leverage US strengths in natural gas, nuclear power, and emerging energy technologies to engage allies in building a secure and resilient global electricity system.

China Energy & Environment

EnergySource

Jun 13, 2025

The strategic reserve and the Israel-Iran conflict

By Joseph Webster, Landon Derentz

The US Strategic Petroleum Reserve is well-stocked and poised to help ease market pressures amid growing tensions stemming from Israel’s strikes on Iran. Rising domestic production, strong export capacity, and high net import cover collectively enable the United States to respond decisively while preserving energy stability at home.

Energy & Environment Geopolitics & Energy Security

EnergySource

Jun 11, 2025

Complex energy systems face low-tech threats

By Travis Nels

The daring destruction of Russian strategic bombers through an operation of the Ukrainian intelligence service highlights the power of asymmetric warfare. While a stunning feat for Ukraine, the operation serves as an important reminder that the use of cheap, low-end systems can also be used against critical, vulnerable infrastructure in the West—its grid, in particular.

Energy & Environment Europe & Eurasia

In the News

Jun 11, 2025

Donovan quoted in China Daily on potential US reactions to proposed EC sanctions on Russia

Read the full article here.

Economic Sanctions Economy & Business
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Experts

Staff

Alexander Young

Project Assistant

Forward Defense Scowcroft Center for Strategy and Security

Defense Industry Europe & Eurasia

Fellow

Sudeep Kanungo

Nonresident Senior Fellow

GeoTech Center

Africa Energy & Environment

Fellow

Mahnaz Khan

Nonresident Senior Fellow

GeoTech Center

Geopolitics & Energy Security National Security

Fellow

Trevor H. Rudolph

Nonresident Senior Fellow

GeoTech Center

Cybersecurity Europe & Eurasia

Fellow

Meredith Berger

Nonresident Senior Fellow

Global Energy Center

Energy & Environment Geopolitics & Energy Security

Staff

Natalia Storz

Program Assistant

Global Energy Center

Energy & Environment Energy Transitions
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Events

Online Event Fri, June 20, 2025 • 10:30 am ET

Addressing China’s growing influence in Colombia
Colombia Economy & Business Geopolitics & Energy Security Latin America