The Fuse

Energy Security

Featured Story

Move Fast and Control Things: China’s Global AI Expansion Requires a Bold Policy Response

The stakes are clear: Setting global standards will not only shape the future of AI but the principles embedded in its use. Chinese transportation AI exports bring governance models that emphasize centralized control and broad state access to data. For the United States, that raises concerns about privacy, transparency, and market openness in the global transportation system. The White House’s AI Action Plan outlines steps to address these risks, from accelerating deployment and streamlining regulatory approvals to expanding exports of trustworthy, safety-focused AI technologies.

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Energy Security

Despite Weak Prices, Oil Supply Outages Remain High

Global supply outages stand at exceptionally high levels—even as Brent struggles to stay above $60 per barrel.

topics: Geopolitics, Oil and Gas
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Energy Security

A New Tanker War? Understanding Rising Violence on the High Seas

A sustained campaign on tanker traffic could have significant consequences for the security of the energy shipping lanes.

topics: Oil and Gas
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Energy Security

The Shale Boom Shows Signs Of Slowdown

Rising U.S. production has helped oil markets shrug off the Abqaiq attack - but the days of booming domestic output may be coming to an end.

topics: Oil and Gas
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Energy Security

Fuel Economy Announcements Enhance U.S. Economic And National Security

Although the governors of Minnesota and New Mexico gave environmental reasons for enacting new fuel efficiency standards, following more stringent standards also provide significant economic and national security benefits.

topics: Oil and Gas
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Energy Security

After the Shock: How to Interpret Oil Post-Abqaiq

The immediate impact of Abqaiq may have been minor, but the long-term lessons from this incident are bound to become more clear with time.

topics: Oil and Gas
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Energy Security

After Abqaiq, Major Questions About Security of Supply

After the Abqaiq attacks, some analysts believe the market is overlooking rising geopolitical risk.

topics: Oil and Gas
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Energy Security

Abqaiq Attack Highlights Oil Risk

The oil market’s vulnerability and dependence not just on a single country, but on a single facility, was laid bare on September 14.

topics: Oil and Gas
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Energy Security

A New Hand on the Wheel: Changes in the Saudi Energy Leadership

Saudi Arabia's third oil minister in three years, Prince Abdulaziz bin Salman will be tasked with delivering Saudi Aramco's IPO

topics: Oil and Gas
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Energy Security

NDAA Provides Opportunity To Counter China’s Strategic EV Ambitions

Beijing views the capture of the EV supply chain as a strategic priority. The United States can counter this by agreeing to small amendment in the Nation Defense Authorization Act.

topics: critical minerals, Electric Vehicles
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Energy Security

Supply Surplus Puts OPEC+ in a Bind

OPEC has few choices at its disposal to manage the swelling oil market surplus, most of which are unpalatable.

topics: Oil and Gas