The Fuse

Energy Security

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Stockpiling for uncertainty: Flexible response mechanisms for addressing today's and tomorrow's supply risks

Stockpiles and strategic reserves are related but not interchangeable tools. Policymakers should match the tool to the objective by first identifying the problem they want to solve, then selecting the appropriate value-chain target, mineral scope, sourcing and storage model, governance structure, and level of allied coordination

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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
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Energy Security

OPEC+ May Be Forced to Delay Easing Production Cuts

The latest COVID-19 wave could force the group to extend the cuts once again.

topics: Oil and Gas
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Energy Security

U.S. Shale Industry Sees Bankruptcies and Consolidation

Low oil prices and high-profile deals point to a shift toward consolidation in the U.S. oil industry.

topics: Oil and Gas
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Energy Security

IEA: Pandemic Upends Energy Markets, But Faster Clean Energy Transition Needed

The IEAs latest World Energy Outlook predicts renewable energy will outcompete fossil fuels for new power generation—but more aggressive policies are needed to speed the pace of the energy transition.

topics: Oil and Gas
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Energy Security

What’s At Stake For Oil and Gas In 2020 Election

The outcome of the election will have significant implications for the energy industry – but some trends are beyond White House control.

topics: Oil and Gas
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Energy Security

Energy Transition Picks Up Steam

China's plans to achieve net-zero carbon emissions by 2060 is the latest high-profile development in the shift away from fossil fuels.

topics: Electric Vehicles, Oil and Gas, sustainability