The Fuse

Energy Security

Featured Story

A Pony with Multiple Tricks: Why Transmission is America’s Energy Security Secret Advantage

America is amidst an energy revolution, and we have a once-in-a-generation opportunity to control our destiny and realize an energy independent economy. One piece of overlooked infrastructure holds the key: high-voltage electric transmission.

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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
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Energy Security

Unrest Brewing in Oil Producing Countries

Coronavirus and collapsing oil prices have hollowed out budgets of oil-producing countries, raising fears of instability.

topics: Geopolitics, Oil and Gas