The Fuse

Energy Security

Featured Story

Move Fast and Control Things: China’s Global AI Expansion Requires a Bold Policy Response

The stakes are clear: Setting global standards will not only shape the future of AI but the principles embedded in its use. Chinese transportation AI exports bring governance models that emphasize centralized control and broad state access to data. For the United States, that raises concerns about privacy, transparency, and market openness in the global transportation system. The White House’s AI Action Plan outlines steps to address these risks, from accelerating deployment and streamlining regulatory approvals to expanding exports of trustworthy, safety-focused AI technologies.

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Energy Security

U.S. Shale Activity Picks Up Even As Problems Remain

As continued OPEC curbs alongside a further hefty Saudi cut nudge WTI back above $50 per barrel, U.S. shale drillers have pulled back from the abyss.

topics: Oil and Gas
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Energy Security

The Last-Ditch Effort to Block Nord Stream 2

Despite the latest sanctions on Nord Stream 2, Russia has vowed to complete the project.

topics: Oil and Gas
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Energy Security

The Tale of Two Tankers and the Art of Sanctions Busting

Some of the networks under U.S. sanctions have developed intricate tactics to keep oil flowing to Syria.

topics: Geopolitics, Oil and Gas
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Energy Security

Most Significant Energy Bill In Years Lands In Washington

The end-of-year omnibus bill contains the first major energy legislation in more than a decade.

topics: sustainability
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Advancing Mobility

EU Ratchets Up Clean Energy Goals

The EU's latest climate goals will have a profound effect on energy markets.

topics: autonomous vehicles, Electric Vehicles, sustainability
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Energy Security

Can a Post-Sanctions Iran Recapture Its Oil Market Share From Iraq?

As Iran anticipates a lifting of sanctions, it will return to a very different oil market where Iraq has filled the vacuum.

topics: Oil and Gas
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Energy Security

Appalachian Shale Drillers Still Losing Despite Spending Cuts

Despite cuts to drilling and spending, the U.S. natural gas slump continues—particularly in Appalachia.

topics: Oil and Gas
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Energy Security

OPEC+ Agrees to Ease Cuts Slightly

Amid internal discord and budget pressures, OPEC+ has reportedly agreed to incremental production increases and monthly monitoring.

topics: Oil and Gas
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Energy Security

Report: Structural Bull Market For Commodities Coming

Underinvestment, fiscal stimulus and a weaker dollar could form the foundation for a commodity super-cycle.

topics: Oil and Gas
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Energy Security

Last Minute Push for Alaska’s ANWR Won’t Stave Off Decline

Alaska’s oil industry faces an uncertain future with poor economics, a shrinking pool of capital, and the prospect of tightening environmental policy. 

topics: Oil and Gas