The Fuse

Energy Security

Featured Story

Can the G7 Break China's Grip on Rare Earths by 2030? 

The G7's 60% target is ambitious but not unrealistic — provided governments treat it as a floor that demands sustained action rather than a headline that substitutes for it. The architecture is clearer than it has ever been.

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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
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Energy Security

OPEC+ Faces Difficult Decisions as Market Fails to Tighten

Even after historic cuts, lower demand means the oil market is still under pressure.

topics: Oil and Gas