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.

READ MORE
barrel

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
barrel

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
barrel

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
barrel

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
barrel

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
barrel

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
barrel

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
barrel

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
barrel

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
barrel

Energy Security

SAFE Releases Report To Get America Moving Again

COVID-19 has exposed frailties in the U.S. economy. The crisis provides an opportunity to bolster American economic resilience.

topics: Electric Vehicles, Geopolitics, Passenger Transport