The Fuse

Energy Security

Featured Story

Republicans and Democrats Connect on Transmission

American leadership in AI computing, reindustrialization, and consumer electrification represents the first rapid increase in electricity demand since air conditioning became prevalent. This combination of energy policy problems has had the unexpected benefit of fostering bipartisan interest in growing the grid in Congress, and even between the Trump Administration and Democratic lawmakers. 

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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
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Energy Security

OPEC+’s Balancing Act Could Get Help From Struggling Shale

If U.S. shale does not live up to market expectations, the oil market could tighten up by more than anticipated.

topics: Oil and Gas
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Energy Security

Aramco IPO Concerns Linger As Value Hits $2 Trillion

From transparency to value, the problems facing Aramco's IPO will likely to continue to dog Riyadh as it tries to cement Aramco as the world's most valuable company.

topics: Oil and Gas
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Energy Security

Shale Forecasts Run the Gamut

Talk of a global oil glut in 2020 is predicated on supply growth in U.S. shale—but predictions of shale's increases vary wildly.

topics: Oil and Gas