Energy for Growth Hub
Report Oct 30, 2025

US Energy Security Compacts: A Fast and Lean Approach to Reasserting US Interests through Global Energy Investment

Making Markets Work
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Abstract

Investing in the energy security of key allies directly benefits US national security and US firms. By reducing countries’ energy dependence on geostrategic competitors, diversifying supply chains, bolstering economic stability, and protecting energy assets under immediate threat, international energy investments deliver a safer, stronger, more prosperous United States.

But US capacity to make such investments is hamstrung. The biggest barriers include a severe shortage of early-stage project support; too little capacity to invest in enabling infrastructure; fragmentation of tools across multiple US agencies; and a lack of prerequisite in-country reforms.

‘Energy Security Compacts’ match the urgency of the moment. This administration can achieve key national security goals by directing the ‘Energy Quad’ — the State Department, the Millennium Challenge Corporation (MCC), the US International Development Finance Corporation (DFC), and the Department of Energy (DOE) — to align their tools in pursuit of energy security in strategic priority countries.

Read our full Energy Security Compacts blueprint  (8 pages) here. Read a summary of our Energy Security Compacts blueprint (1 page) here. Updated December 2025.

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