The Fuse

Additional Articles

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Petropolitics

Libyan Oil Goes Offline. The Impact Depends on Duration

This latest outage represents a dangerous new phase for Libya, even as global markets have largely shrugged off the disruption. Read More

topics: Libya, Middle East, north africa, Oil Prices, Oil Production, Oil Supply
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Energy Innovation

A Win-Win Opportunity: EV Battery Recycling, the Environment and Energy Security

While recycling end-of-life EV batteries presents both opportunities and challenges, sourcing critical materials for future applications holds significant potential for the domestic EV supply chain and ultimately U.S. energy security. Read More

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Petropolitics

EastMed Gas Aggravates Regional Tensions

While the gas reserves in the Eastern Mediterranean have helped cooperation between Israel and Egypt, they have led to more conflict with Turkey and its neighbors. Read More

topics: EastMed, Egypt, Greece, Israel, Leviathan, Natural Gas, Natural Gas Production, Turkey, Turkstream
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Autonomous Vehicles

This Week in AVs: AV 4.0 Unveiled At CES; Toyota To Build AV Test City; And More

SAFE's weekly roundup of the top news in autonomous vehicle innovation and deployment. Read More

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Petropolitics

Oil Sinks As U.S. and Iran Step Back from Brink of War

The supply risk is far from over despite de-escalating Iran-U.S. tensions, but the price retreat reflects a world still awash in oil. Read More

topics: Geopolitical Risk, Iran, Oil Dependence, Oil Prices, Oil Production, Qassem Soleimani, Shale, Shale Oil
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Petropolitics

The Death Of Qassem Soleimani: How Will Iran Respond?

The killing of Qassem Soleimani is a seismic event in U.S.-Iran relations, and could have far-reaching consequences. Read More

topics: Donald Trump, Iran, Iraq, Oil Prices, Oil Production, Oil Supply, Oil Supply Disruptions, OPEC, Persian Gulf, Qassem Soleimani, Saudi Arabia, Trump administration
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Energy Innovation

2020 a Crucial Year for EVs

2020 is predicted to be a breakout year for electric vehicles globally—but a contracting auto market and uncertain policy support show obstacles remain. Read More

topics: Electric buses, Electric Vehicles, EVs, GM, Tesla, ZEV Mandate
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Petropolitics

Nord Stream 2 Nears Finish Line, Despite Last-Ditch U.S. Effort to Sanction It

American officials concede its latest sanction efforts may not be enough to halt completion of the Nord Stream 2 gas pipeline. Read More

topics: Energy Policy, Europe, Germany, LNG, Natural Gas, Russia, Ukraine, US LNG exports
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Petropolitics

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. Read More

topics: Energy Security, Low Oil Prices, Oil Demand, Oil Prices, Oil Production, Oil Supply, OPEC, Saudi Arabia, Shale, Shale Oil, Shale Oil Production
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Petropolitics

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. Read More

topics: Aramco IPO, MBS, Saudi Arabia, Saudi Aramco
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Oil and the Economy

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. Read More

topics: Oil Demand, Oil Prices, Oil Production, Oil Supply, OPEC, Shale, Shale Oil, Shale Oil Production
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Petropolitics

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. Read More

topics: China, LNG, LNG Oversupply, Natural Gas, Russia
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Petropolitics

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. Read More

topics: gas prices, Iran, Iran Deal, Iran Sanctions
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Energy Innovation

The United States Lags On Critical EV Minerals Development

As the electric vehicle market matures, increasing attention is being paid to the United States' critical mineral supply chain. Read More

topics: China, Electric Vehicles, Energy Security
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Oil and the Economy

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. Read More

topics: Electric Vehicles, ICE, Transportation
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Autonomous Vehicles

The Benefits Of Autonomous Vehicles And The Future Of Work Are Not At Odds

Although some observers paint automation and the future of work as a zero-sum game, the choice between technology and workers does not have to be binary. Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, Oil Demand, Self-Driving Cars, Transportation
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Oil and the Economy

Offshore Oil Faces Uncertain Future

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

topics: Gulf of Mexico, Offshore Drilling, Oil Demand, Oil Prices, Oil Production, Oil Supply
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Petropolitics

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. Read More

topics: Iran, Low Oil Prices, Oil Demand, Oil Prices, Oil Production, Oil Supply, OPEC, Saudi Arabia