Global Energy Center

Founder and Executive Director of Utilize Coalition (@utilizegrid), @IanMagruder, on grid utilization during Transmission 2026: Durable Infrastructure and Regulations for a New Digital Age.

Commissioner David Rosner from the Federal Energy Regulatory Commission (@FERC) on infrastructure build-out during Transmission 2026: Durable Infrastructure and Regulations for a New Digital Age.

⏳ Starting soon! Watch Transmission 2026: Durable infrastructure and relegation for a new digital age here: atlanticcouncil.org/event/transmis…

Gulf security isn’t a regional issue. It’s global infrastructure. Yet it’s still treated mainly as regional politics. Why that’s a strategic mistake. @AtlanticCouncil #straitofhormuz #energy #GCC atlanticcouncil.org/blogs/energyso…

“Gulf security is not a courtesy extended to a wealthy region,” writes @ACGlobalEnergy’s Omran Al-Kuwari. “It is a condition of the world’s own stability—and it is time the world governed it that way.” atlanticcouncil.org/blogs/energyso…

🚢 Oil price intervention in the form of strategic petroleum reserve (SPR) releases may lower prices in the short term, but the strategy could have unintended consequences down the road. 🔗 Read Mahmoud Rashed's EnergySource piece to learn about price control mechanisms: atlanticcouncil.org/blogs/energyso…

13. How is this conflict changing global energy markets? The conflict is forcing energy markets to price in geopolitical risk that, until recently, was largely theoretical. For years, governments have assessed the energy security vulnerability posed by the Strait of Hormuz, a chokepoint responsible for roughly one fifth of global oil and gas flows. Today, that vulnerability is no longer a contingency exercise. Even in an otherwise well-supplied market, traders are confronting the real consequences of supply chains tied to a region capable of removing millions of barrels per day from the global market. Oil may be relatively fungible, but the world cannot quickly replace a sudden loss of fifteen million barrels per day. As the conflict persists, the economic knock-on effects compound, and Tehran may be gaining a new layer of deterrence if even the threat of short-range drone or missile attacks can trigger geoeconomic disruption by intermittently halting traffic through Hormuz. Natural gas markets are even less flexible. Liquefied natural gas (LNG) export infrastructure takes years—often more than a decade—to move from concept to first cargo, leaving Europe and East Asia structurally exposed. Emerging economies may increasingly forgo planned gas buildouts in favor of alternative energy sources. At the same time, upstream capital may pivot toward the Western Hemisphere—particularly the United States, Guyana, and Canada—where geopolitical risk is perceived as lower. That shift could further entrench North America as a global energy powerhouse while simultaneously accelerating political support in vulnerable capitals for technologies less dependent on Hormuz, including solar and battery storage. — @Landon_Derentz is vice president, energy and infrastructure, senior director, and Morningstar Chair for Global Energy Security at the Atlantic Council @ACGlobalEnergy Center. He previously served as director for energy at the White House National Security Council.

9. Is Iran’s nuclear stockpile a danger? Since Israel’s attacks on Iran’s nuclear facilities in Natanz, Isfahan, and Fordow in June 2025, it has been difficult for experts to assess how much of Iran’s nuclear stockpile remains accessible and potentially dangerous. Prior to those attacks, Iran’s stockpile had been estimated at about 440.9 kilograms of 60 percent enriched uranium. According to the International Atomic Energy Agency, the existing stockpile is “mainly” at Isfahan, while other parts of the stockpile may have been destroyed last year. Some experts believe that the stockpile is largely inaccessible and buried underground. After receiving a briefing from the Trump administration, US Rep. Bill Foster (D-IL) raised concern that the administration “never had a plan for that nuclear stockpile of enriched uranium—to destroy [it], to seize it, or to put it under international inspection.” If the nuclear stockpile is still accessible, then its future may parallel the political future of Iran; a regime that is compliant with US requirements may wish to take measures to safeguard the stockpile and could even allow inspections to resume. However, if the regime feels that it remains under threat, then it could be more motivated to rebuild military and nuclear weapons capabilities. Additionally, if Iran devolves into political chaos and civil war, then the stockpile could fall into the hands of rogue elements with nefarious purposes. — Jennifer T. Gordon is the director of the Nuclear Energy Policy Initiative and the Daniel B. Poneman chair for nuclear energy policy at the Atlantic Council’s @ACGlobalEnergy Center.

Don't miss out! Transmissions 2026: Durable infrastructure and regulations for a new digital age will connect grid operators, regulators, and experts for a conversation on innovative strategies for growth. 📅 Tuesday, March 17th, 2026 🕑 9:30 a.m. ET 📍 Atlantic Council HQ 🔗 Register: atlanticcouncil.org/event/transmis…

Check out Khalid Azim's MENASource piece on market swings in reaction to the Iran conflict: atlanticcouncil.org/blogs/menasour…

Senior Advisor from Foundation for Defense of Democracies, Richard Goldberg (@rich_goldberg) on assessing threat vectors during the event: The impact of the Iran conflict on global energy markets.

Founder and President of SVB Energy International. Dr. Sara Vakhshouri (@SVakhshouri) on the broader impact of the closure of the Strait of Hormuz during the conversation on the impact of the Iran conflict on global energy markets.

The impact of the Iran Conflict on global energy markets x.com/i/broadcasts/1…

⏳ Starting soon! Join us for The impact of the Iran Conflict on global energy markets, starting virtually at 2:00 p.m. ET:atlanticcouncil.org/event/the-impa…

My debut in @TheFP - This Is How an Energy Crisis Starts - by Ellen R. Wald thefp.com/p/this-is-how-… @ACGlobalEnergy #oil #iran #oott

🛢️ The US has an opportunity to head off triple-digit crude oil prices. Read their key steps explained by Ellen Wald (@EnergzdEconomy) atlanticcouncil.org/blogs/energyso…

My thoughts on What the US can do to mitigate an impending energy crisis - @AtlanticCouncil Thanks to everyone at ⁦⁦@ACGlobalEnergy⁩ #oil #iranwar #oott atlanticcouncil.org/blogs/energyso…