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

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
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Energy Security

Long Distance Pipeline Connects Russian Gas to China

The Power of Siberia pipeline connects Russian gas to Chinese consumers—redrawing the energy map in the process.

topics: Oil and Gas
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Energy Security

Protests at the Pump: Unpacking Iran’s Oil Woes and the Gasoline Protests

Iranian protests against steep gasoline price hikes shows the government is struggling to balance its budget as oil exports decline.

topics: Oil and Gas
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Energy Security

Have We Reached Peak ICE?

Sales of ICE vehicles may well have peaked, but it is still far too soon to write oil's obituary.

topics: Electric Vehicles
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Energy Security

Offshore Oil Faces Uncertain Future

Even in the medium-term, the interest in offshore drilling is looking shaky.

topics: Oil and Gas
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Energy Security

OPEC's Perennial Rebalancing Act

OPEC+ might have to extend its cuts when the group meets next month, but the pain in the U.S. shale industry may make its long-term task easier.

topics: Oil and Gas
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Energy Security

Shale Growth Faltering As Financial Problems Mount

Chesapeake Energy's financial woes suggest the shale revolution is running on fumes.

topics: Oil and Gas
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Energy Security

In the Face of Risks and Questions, Saudi Aramco Presses Forward with IPO

After multiple delays, Saudi Aramco is moving forward with its IPO - but questions surround the listing amid persistent low oil prices, Saudi political issues, and fallout from the Abqaiq attack.

topics: Oil and Gas