Energy Security and Climate Change Program

Securing the energy transition through leading research and independent analysis

Our team provides the analysis leaders need to build energy security, address global climate change, and alleviate energy injustice.

We provide innovative, strategic insights and policy solutions by examining energy issues at the intersection of geopolitics, policy, markets, and development. Collaborating with leaders in government, industry, academia, and civil society, our team develops projects to help decisionmakers design smart energy policies that balance economic, environmental, and security priorities. 

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Meet our network of experts, staff, and non-resident affiliates who contribute to the Energy Security and Climate Change Program's analysis.

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Photo: STR/AFP/Getty Images

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Clean Energy Strategies Conference

Presented by Energy Security and Climate Change Program
July 16, 2025 • 1:00 – 4:35 pm EDT

Latest Analysis

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Photo: DifferR/Adobe Stock

Iran Conflict: Four Lessons Learned for the Oil Market

CSIS Senior Associate Ben Cahill explores four lessons learned from the Iran conflict that are relevant for the oil market outlook.

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Commentary by Ben Cahill — July 10, 2025

Featured Project

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U.S. LNG: Remapping Energy Security

Europe's wartime shift from Russian gas to U.S. LNG is reshaping global energy trade. A new CSIS interactive feature demonstrates how transatlantic cooperation is critical for ensuring European energy security and hastening the energy transition.

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U.S. Low-Carbon Leadership

This brief outlines an aspirational whole-of-government vision to catalyze U.S. low-carbon leadership on the global stage, drawing on insights from three opportunities to deploy U.S. innovations in three emerging markets critical to future energy systems and global emissions.

Brief by Mathias Zacarias, Ray Cai, and Joseph Majkut — March 6, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

Please join the CSIS Energy Security and Climate Change Program for a conversation with Vivian Lee, Managing Director and Partner at Boston Consulting Group (BCG) and Shanu Matthew, Portfolio Manager and Research Analyst at Lazard Asset Management.

Event — March 5, 2025

Audio Briefs

Securing Full Stack U.S. Leadership in AI

An audio version of “Securing Full Stack U.S. Leadership in AI,” a new commentary by CSIS's Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith. This audio was generated with text-to-speech by Eleven Labs.

Podcast Episode by Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith — March 4, 2025

Audio Briefs

The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030

This paper examines the feasibility and implications of sustained growth in generative AI (genAI) infrastructure through 2030, focusing on three potential constraints: financing, hardware availability, and electric power demands.

Report by Karl Smith, Joseph Majkut, Cy McGeady, and Barath Harithas — March 3, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

This paper demonstrates how electricity supply is the most acutely binding constraint on expanded U.S. computational capacity and, therefore, U.S. AI dominance.

Report by Cy McGeady, Joseph Majkut, Barath Harithas, and Karl Smith — March 3, 2025

Securing Full Stack U.S. Leadership in AI

The United States leads in AI, but staying ahead requires scaling compute, energy, and capital. This commentary previews new Energy Security and Climate Change research on AI infrastructure, domestic chip production, and energy security to ensure long-term competitiveness.

Commentary by Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith — March 3, 2025

Carrots, Sticks, and Sledgehammers

Since his second term began on January 20, 2025, President Trump has clearly signaled a desire for lower oil prices. Trump has associated the benefits of lower energy prices with strategic priorities. What are the president's options for reducing U.S. oil prices? 

Report by Clayton Seigle — February 28, 2025

Audio Briefs

Carrots, Sticks, and Sledgehammers

An audio version of “Carrots, Sticks, and Sledgehammers,” a new report by CSIS's Clayton Seigle. This audio was generated with text-to-speech by Eleven Labs.

Podcast Episode by Clayton Seigle — February 28, 2025

Audio Briefs
Power Map

Decoding Energy Trends with Nat Bullard

This week, Joseph and Quill discuss the major trends shaping the global energy landscape with Nat Bullard, co-founder of Halcyon. Nat shares insights from his annual slide deck, offering a data-driven perspective on the diverse stories unfolding within the energy transition.

Podcast Episode by Joseph Majkut, Quill Robinson, and Nat Bullard — February 26, 2025

Photo: CSIS
Power Map

Introducing "Power Map"

Welcome to Power Map—a new podcast from the CSIS Energy Security and Climate Change Program. Every other week, Joseph and Quill sit down with policymakers, industry experts, and thought leaders shaping the energy future.

Podcast Episode by Joseph Majkut and Quill Robinson — February 20, 2025

Photo: CSIS