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

Commodity Prices Surge, Raising Odds of “Super-Cycle”

Electrification and the wider energy transition has spurred an upsurge in commodity prices.

topics: critical minerals
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Energy Security

California Becomes First to Try to Wind Down Oil Production

Although relatively modest in scope, California Governor Gavin Newsom's plan to phase out oil production in the state is groundbreaking in political significance.

topics: Oil and Gas
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Energy Security

Carbon Capture: The Silver Bullet?

As governments announce more ambitious climate goals, interest in carbon capture and storage measures has increased. But how viable is the technology?

topics: sustainability
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Energy Security

Biden Takes No Action on Dakota Access. The Story is Not Over.

The administration declined to make a decision on the Dakota Access pipeline in an appearance in federal court on April 9, but the court could instead take action.

topics: Oil and Gas
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Energy Security

U.S. Shale Steps Up Drilling, But Production Rebound Uncertain

Drilling returns to the shale patch as oil prices rise, but it remains to be seen if this activity will result in production.

topics: Oil and Gas
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Energy Security

Flaring in Permian Back to Pre-Pandemic Levels Even as Pressure for Action Mounts

U.S. oil production remains far below pre-pandemic levels, but methane emissions from the Permian basin are back at pre-Covid highs.

topics: Oil and Gas
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Energy Security

Iran’s Oil and the Nuclear Deal: What a Breakthrough Means for the Market

Removing Iranian oil sanctions could have a profound impact on the global energy market.

topics: Geopolitics, Oil and Gas
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Energy Security

Financial Regulators Step Up Oversight of Climate Risk

Recent SEC opposition to oil and gas company sahreholder requests could be the start of a new era of climate regulation by federal financial regulators.

topics: Oil and Gas
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Energy Security

Fossil Fuel Investments Badly Trailed Renewables Over Past Decade

The gap between renewable and fossil fuel investments is closing, as the post-Paris Agreement performance of those fossil fuel investments falters.

topics: Oil and Gas
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Energy Security

Decarbonization Poses a “Political Risk Nightmare” for Oil-Dependent Countries

Oil-producing countries face severe financial and political risk as the world transitions away from oil.

topics: Geopolitics, Oil and Gas