The Fuse

Energy Security

Featured Story

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

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
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Energy Security

BP Joins Peak Demand Crowd

BP believes evolving policy, technological advances and COVID-19 mean peak oil demand will be reached in the 2020s—or has already happened.

topics: Oil and Gas
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Energy Security

A Mediterranean Scramble: Unraveling the Turkish Fight for Natural Gas

With vast reserves of natural gas at stake, regional tensions in the Eastern Mediterranean are heating up.

topics: Oil and Gas
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Energy Security

Oil Downturn Rocks State Budgets

U.S. state governments dependent on oil and gas revenues face a fiscal crunch as COVID-19 hits production.

topics: Oil and Gas
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Energy Security

U.S. Losing Ground In CASE Race

The U.S. is lagging behind the rest of the world’s major auto markets in the transition to EVs.

topics: autonomous vehicles, Electric Vehicles
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Energy Security

Shale Faces Both Financial and Operational Problems

The oil market is close to rebalancing, and one big factor has been the steep decline in U.S. shale production.

topics: Oil and Gas
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Energy Security

Return of OPEC+ Oil Comes as Demand Falters

OPEC+ is ramping up production just as the demand outlook has begun to deteriorate.

topics: Oil and Gas
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Energy Security

Oil Majors Hit By Major Write-Downs

Behind the billions of dollars in write-downs is a substantially gloomier assumption about the long-term trajectory of the oil market.

topics: Oil and Gas
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Energy Security

Problems for the Bakken Begin to Mount

The Dakota Access pipeline shutdown could remove 570,000 barrels per day of takeaway capacity from the Bakken shale formation.

topics: Oil and Gas
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Energy Security

Iran’s New Port Project: Moving Past the Persian Gulf

Iran has announced a new oil pipeline project that would allow it to bypass the Strait of Hormuz

topics: Geopolitics, Oil and Gas