The Fuse

Latest

All Gas, No Tax Leaves America’s Infrastructure Behind

Gas tax holidays pose a risk of not generating expected consumer benefits, defunding an already insufficient Highway Trust Fund (HTF), and deferring important investments in transportation infrastructure critical to the U.S. economy and armed forces.

topics: Oil and Gas, Oil Prices

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. 

topics: Grid & Infrastructure

Geopolitical Supply Shocks Reshaping Global Aluminum Availability

Last week’s attacks on two of the world’s largest aluminum smelters have increased fears that aluminum prices could persist. Combined with recent Iranian attacks on critical energy infrastructure throughout the Middle East, primary producers are in a precarious position—facing increased energy costs and damaged facilities. The aluminum market, which was already undergoing a structural realignment before the current conflict, is now teetering on a crisis. 

topics: aluminum, National Security, supply chains

Disruption in the Strait of Hormuz is Cutting Off Military-Grade Aluminum

When geopolitical crises erupt in the Middle East, Americans instinctively worry about oil. But the conflict in Iran is also disrupting military-grade aluminum supply chains dependent on Middle Eastern nations and the Strait of Hormuz.

topics: aluminum, Geopolitics, Iran, National Security, supply chains

The Global Rule That Could Shape the Future of Driverless Cars

Breakthroughs in physical AI are fast-tracking the evolution of autonomous driving. As the nation builds upon private-sector momentum to advance the adoption of autonomous vehicles, DOT should ensure that data access does not compromise the security interests of the US and its allies.

topics: autonomous vehicles, AVs, Passenger Transport