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

Delta Drags Down Oil, But Lack of New Supply Keeps Prices From Crashing

Oil prices have sunk as concerns grow about the Delta variant.

topics: Oil and Gas
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Energy Security

A New Deal on the Rocks: Why Sanctions on Iran’s Oil Might Not Be Ending

Iran and the United States remain unable to reach an agreement on the Joint Comprehensive Plan of Action (JCPOA)—and analysts believe Iran's continued clandestine oil sales mean a JCPOA deal would only have a muted oil market effect.

topics: Geopolitics, Oil and Gas
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Energy Security

Japan’s Decision to Cut LNG Demand Clouds Gas Outlook

Japan plans to halve its LNG consumption – disrupting the plans of LNG exporters worldwide.

topics: Geopolitics, Oil and Gas
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Energy Security

Will Shale Drillers Return to Old Ways?

While U.S. shale has recovered from a brutal 2020, it remains to be seen how long it will stick to its "capital discipline" mantra.

topics: Oil and Gas
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Energy Security

Europe Announces Sweeping Climate Plan

This week EU unveiled arguably the most ambitious suite of climate policies globally. But several questions must be answered before these proposals can become law.

topics: Geopolitics
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Energy Security

New Crisis Brings New Opportunities to Advance U.S. Manufacturing and Strengthen Its Global Presence

Meeting the decarbonization demands presented by the climate crisis will require a more advanced grid, greater diversity in power and fuel sources, and a rethinking of personal mobility.

topics: Geopolitics
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Energy Security

IEA: Gas Demand is Growing. That’s a Climate Problem

Natural gas consumption is expected to bounce back after a tough 2020 – at a time when governments are looking to reduce their reliance on fossil fuels.

topics: Oil and Gas
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Energy Security

No-Deal From OPEC+. But Analysts Say Stalemate is “Unsustainable”

The turmoil at the OPEC+ meeting injects uncertainty into the market—and may presage the challenges ahead.

topics: Geopolitics, Oil and Gas
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Energy Security

Canada Announces Plans to Phase Out ICE Vehicles by 2035

The Canadian government announced a landmark new regulation that would ban gasoline and diesel vehicle sales by 2035, adding its name to the list of governments phasing out the internal combustion engine.

topics: Electric Vehicles
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Energy Security

Heat Dome Wreaks Havoc, Previews Future of Climate Disaster

The heatwave in the Pacific Northwest stretched power grids, squeezed energy supplies, melted infrastructure—and illustrated how far behind the U.S. is in preparing for the effects of the climate crisis.

topics: sustainability