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

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
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Energy Security

OPEC+ Meets To Decide Cuts In Response to Coronavirus

With oil prices plummeting amid China's coronavirus outbreak, OPEC+ plans drastic action to head off an oil market meltdown

topics: Geopolitics, Oil and Gas
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Energy Security

Doubts Surface On U.S. Shale And Energy Independence

Considered the heartland of the U.S. shale revolution, signs are emerging that production in the Permian Basin may be peaking.

topics: Oil and Gas
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Energy Security

Shale Slams on Brakes As Financial Stress Deepens

Amid weaker demand and chronic oversupply, U.S. shale is facing fundamental questions about its longevity.

topics: Oil and Gas
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Energy Security

Libyan Oil Goes Offline. The Impact Depends on Duration

This latest outage represents a dangerous new phase for Libya, even as global markets have largely shrugged off the disruption.

topics: Oil and Gas
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Energy Security

EastMed Gas Aggravates Regional Tensions

While the gas reserves in the Eastern Mediterranean have helped cooperation between Israel and Egypt, they have led to more conflict with Turkey and its neighbors.

topics: Oil and Gas
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Energy Security

Oil Sinks As U.S. and Iran Step Back from Brink of War

The supply risk is far from over despite de-escalating Iran-U.S. tensions, but the price retreat reflects a world still awash in oil.

topics: Geopolitics, Oil and Gas
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Energy Security

The Death Of Qassem Soleimani: How Will Iran Respond?

The killing of Qassem Soleimani is a seismic event in U.S.-Iran relations, and could have far-reaching consequences.

topics: Oil and Gas
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Energy Security

Nord Stream 2 Nears Finish Line, Despite Last-Ditch U.S. Effort to Sanction It

American officials concede its latest sanction efforts may not be enough to halt completion of the Nord Stream 2 gas pipeline.

topics: Geopolitics, Oil and Gas