The Fuse

Energy Security

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WATCH China | Competition | Power Episode One: China’s Hybrid Economic Model

The world is finally waking up to the reality that the Chinese Communist Party has created a unique economic system that prioritizes power over profit, and that for the past decades, the West has fallen behind because Beijing has been playing by its own rules. Watch this panel of experts discuss how this state of play evolved, what’s at stake, and where we can go from here.

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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
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Energy Security

Shale May Not Recover From Pandemic

With global demand perhaps permanently scarred from the pandemic, the U.S. oil industry may have already peaked.

topics: Oil and Gas
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Energy Security

Twin Defeats Highlight Industry in Crisis

Two high-profile pipeline setbacks are part of a broader story in which the winds facing the oil and gas industry are blowing in an increasingly unfavorable direction.

topics: Oil and Gas
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Energy Security

U.S. Shale Succumbs to Debt

A tighter market could help shale bounce back, but the heady days of aggressive growth-at-all-costs drilling are long gone.

topics: Oil and Gas
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Energy Security

Oil Analysts See Stabilization and Higher Prices. But Risks Remain

A growing number of analysts argue that the worst is over for oil, but demand remains substantially lower.

topics: Oil and Gas
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Energy Security

Oil’s Long Road to Recovery

Cautious optimism is returning to the oil industry, but prices are nowhere near profitable for the domestic industry.

topics: Oil and Gas
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Energy Security

OPEC+ Nears Extension, But Task Doesn’t Get Any Easier In Months Ahead

Oil prices have risen ahead of the next OPEC+ meeting, but OPEC-Russian coordination is far from assured.

topics: Geopolitics, Oil and Gas
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Energy Security

Have We Reached Peak Shale?

A growing number of analysts believe that U.S. production will never again hit recent highs.

topics: Oil and Gas