The Fuse

Energy Security

Featured Story

All Gas, No Tax Leaves America’s Infrastructure Behind

Gas tax holidays pose a risk of not generating expected consumer benefits, defunding an already insufficient Highway Trust Fund (HTF), and deferring important investments in transportation infrastructure critical to the U.S. economy and armed forces.

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Energy Security

Explaining the Price War

The OPEC+ collapse will likely lead to a long and damaging price war, particularly for U.S. shale.

topics: Oil and Gas
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Energy Security

Iran’s Oil Flow Holds Ground in Syria As Market Share Lost to Battling OPEC Members

While other countries have turned away, Syria has become a key destination for Iranian oil under U.S. sanctions. 

topics: Oil and Gas
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Energy Security

OPEC and Russia Start Price War

Amid a price war, a global pandemic and shrinking oil demand, there is little hope for oil to rebound in the short term.

topics: Oil and Gas
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Energy Security

Will OPEC+ Cut Again? Will It Be Enough?

As the coronavirus continues to hit oil demand, pressure has grown on OPEC+ to respond.

topics: Oil and Gas
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Energy Security

From High to Low: Could U.S. Shale Production Stall in 2020?

As the EIA reports record U.S. oil production figures, a variety of demand-side concerns mean this growth may stall in 2020

topics: Oil and Gas
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Energy Security

Coronavirus Reveals OPEC+ Split Ahead Of March Meeting

Differing responses to the effect of the coronavirus on oil markets has caused a split between Russia and Saudi Arabia.

topics: Oil and Gas
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Energy Security

Coronavirus: Another Factor Exposing Risks to Iraq's Oil-based Economy

The coronavirus's chilling effect on global oil demand is exposing the frailties in Iraq's oil-based economy.

topics: Oil and Gas
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Energy Security

BP to be “Net Zero:” Unpacking the Oil Major’s Announcement

If BP sticks to its net-zero commitments, it could offer a model for other international oil companies to follow.

topics: Oil and Gas
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Energy Security

The Return of “Peak Demand?” What the Future May Hold for Global Oil

As Coronavirus reignites the global oil demand debate, near-term problems have brought back concerns about the long-term viability of oil and gas.

topics: Geopolitics, Oil and Gas
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Energy Security

Disappointing Fourth-Quarter Results Put Pressure On Oil Majors

Poor results for Big Oil causes concern among investors - and places pressure on the oil majors.

topics: Oil and Gas