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

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
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Energy Security

Saudi Arabia Faces an Unprecedented Crisis

Oil's collapse must force a reckoning for Saudi Arabia, which has long relied on oil revenue to hold its economy together.

topics: Geopolitics, Oil and Gas
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Energy Security

Oil Shut Ins Grow. Some Supply Won’t Come Back

Oil prices are starting to climb, but supply shut ins mean the pain is not yet over.

topics: Oil and Gas