The Fuse

Additional Articles

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Autonomous Vehicles

Musk's Master Plan Part Deux Hinges on Scale, Timelines, and Tesla's Undervalued Workforce

If each individual component of Musk’s plan is within reach—or even inevitable, depending on who you talk to—why is it being compared to intergalactic conquest? Read More

topics: autonomous vehicles, Electric Vehicles, Elon Musk, Henry Ford, Master Plan Part Deux, Model S
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Autonomous Vehicles

OECD’s International Transport Forum Models Ideal Yet Simple Urban Transit System

The OECD's International Transport Forum introduces a new kind of urban mobility system that would remove 97 percent of cars on the road, and reduce fuel consumption by 30-40 percent. Read More

topics: autonomous vehicles, Interviews, Lisbon, Modeling, OECD, research, Shared Transportation, Transportation, Urban Mobility
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Petropolitics

Venezuela's Missed Deadline on the Maduro Recall: What to Know

Venezuela’s opposition called for nationwide protest today as the National Electoral Council (CNE) missed yesterday’s deadline to verify signatures provided by the opposition Democratic Unity Roundtable (MUD) and announce whether it could move forward with a recall push against embattled president Nicolás Maduro. Read More

topics: Chavez, Maduro, OPEC, PDVSA, Venezuela
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Energy Innovation

Chart of the Week: EV Chargers Dominate Growth in Alternative Fuelling Stations

Stay on top of the latest developments in oil markets, geopolitical risk, and alternative fuel vehicles with the SAFE policy team's Chart of the Week. Read More

topics: Capital expenditures, Gasoline, Household Spending, Iran, oil, Oil Price Volatility, Oil Prices, Oil Production, Saudi Arabia, Upstream Investment
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Oil and the Economy

Speculators Turn Bearish on Refined Product Glut, Improved U.S. Production Outlook

Hedge fund sentiment in the oil markets has turned considerably bearish as of late. While it may be premature to say prices have already peaked for the year, a sustained bull run for the rest of 2016 appears less and less likely. Read More

topics: DUCs, Gasoline, Hedge funds, Low Oil Prices, Oil Prices, OPEC, Shale Oil Producers, Shale Oil Production
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The Docket

A Hard Truth Revealed From Fuel Efficiency Upset: Government Can't Predict Consumer Preferences

Instead of achieving the original, headline-grabbing efficiency target of 54.5 miles per gallon (mpg), the fleet of new vehicles sold in 2025 is likely to clock-in at more like 50 mpg. And even that target depends on fuel prices over the next decade—with oil prices needing to approach $100 per barrel by 2025 to keep efficiency above 50 mpg. Read More

topics: Fuel Economy, Fuel Economy Standards, Oil Demand, Oil Prices, Regulations, Transportation
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Oil and the Economy

Energy Specialist Brynne Kelly on Oil & Gas Markets and How Twitter Is the New Trading Desk

Brynne Kelly, an independent portfolio manager, speaks to The Fuse about Twitter, oil and gas prices, and the evolving nature of oil markets. Read More

topics: Brynne Kelly, Crude inventories, Gasoline, natural gas prices, Oil Prices, oil trading, Twitter
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Petropolitics

Nigeria Oil Supply Outages Continue to Support Oil Prices 

As of June, Nigeria had lost 500,000 to 600,000 barrels per day of oil production, vaporizing about $30 million of daily revenues for the country. The Nigerian government had already seen its oil revenues cut in half by the collapse of oil prices, but the loss of a substantial portion of its production has pushed the country into a state of crisis. Read More

topics: Barrels at Risk, Nigeria, Oil Production, Oil Supply, OPEC, Shell, Terrorism
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The Docket

Fracking Leaders Hamm and Sheffield Differ on Presidential Politics

Two major executives this past week gave differing views on this year's election. Continental's Harold Hamm spoke at the RNC in favor of Donald Trump, while Pioneer's CEO noted how the industry has performed better under Democratic administrations. Read More

topics: Barack Obama, Donald Trump, Election 2016, Energy Policy 2016, Fracking, Harold Hamm, Hillary Clinton, Scott Sheffield, Shale Oil Producers
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Energy Innovation

Top Findings from the Draft Technical Assessment Report on Light-Duty Fuel Economy Standards

Fuel economy standards have a significant social benefit relative to their costs. Total industry-wide costs of meeting the MY2022-2025 GHG standards are estimated at $34 to $38 billion. Societal monetized benefits of the MY2022-2025 standards (exclusive of fuel savings to consumers) range from $40 to $41 billion. Read More

topics: Electric Vehicles, EPA, Fuel Economy, Fuel Economy Standards, NHTSA, TAR
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Autonomous Vehicles

Autonomy and Electrification to Shake Up the Shipping Industry

Although new regulations will improve efficiency and curb pollutants, the electrification of the vessels on the water and the growth of autonomy in shipping, similar to changes in the auto industry, can bring about widespread benefits. Read More

topics: autonomous technology, bunker fuels, Diesel, Diesel demand, electrification, fuel oil, Shipping
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The Docket

Obama: The Accidental Energy Security President

Like presidents before him dating back to Richard Nixon, Barack Obama pledged to reduce dependence on crude oil imports and sever the country’s reliance on OPEC oil. But unlike others, Obama saw overall energy security improve markedly during his presidency. Read More

topics: Atlantic OCS, Barack Obama, CAFE Standards, Energy Independence and Security Act, ethanol, EVs, Fracking, Keystone XL, Shale Oil Production, U.S. crude imports
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Petropolitics

T. Boone Pickens: Gen. Michael Flynn wants the truth about what is going on in Afghanistan and Iraq

This week’s Pickens Podcast is a conversation with retired 3-Star General Michael Flynn, who has a new book coming out this week,:The Field of Fight, How We Can Win the Global War Against Radical Islam and Its Allies. Read More

topics: Afghanistan, Pickens Plan, T. Boone Pickens
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Petropolitics

Libya’s Full Return Unlikely to Happen Swiftly

Libya's oil production has the potential to rise now that there’s been a merger of the two national oil companies and a likely re-opening of two major ports. But a swift rebound will be difficult, not least of all because of competing groups vying for control of the country and oil facilities remaining vulnerable to attack from ISIS. Read More

topics: Geopolitics, ISIS, Libya, MENA, Oil Prices, OPEC
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Oil and the Economy

Glut of Refined Products to Weigh on Oil Prices

The global oil markets have been dealing with a crude supply glut for sometime, but now the surplus has shifted to refined products. With high stocks of diesel and gasoline worldwide, oil prices, now trading in the mid-$40s, could move lower. Read More

topics: China, Diesel, Gasoline, Gasoline Demand, IEA, Oil Prices, refineries
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Oil and the Economy

Rystad: $70 Oil Needed to Stimulate Enough Supply to Meet Long-Term Demand

Sharper-than-expected decline rates as a result of limited investment and a major cutback in capital expenditures for brand new projects are setting the stage for a dramatic market shift by 2018, according to a major consultancy. Read More

topics: Capital expenditures, Decline Rates, Low Oil Prices, OPEC, Saudi Arabia, Shale Oil Production, Swing Production
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Petropolitics

Dispute over South China Sea is About More than Oil and Gas, and Far from Over

The fight over territory is less about a scramble for resources in the South China Sea than it is about asserting sovereignty and hegemony in the region. Control over oil and gas reserves happens to be one component of that objective, but is not necessarily central to it. Read More

topics: China, CNOOC, EIA, Gas, Hague, oil, South China Sea, Sovereignty, Territorial Disputes
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Autonomous Vehicles

Experts Disagree on Impact of Autonomous Technology on Vehicle Sales

Panelists also explored how Silicon Valley will influence the automotive industry, as the tech industry brings its deep pockets and disregard for regulatory structures to bear. Read More

topics: ARPA-E. Transportation, Department of energy, DOE, GM, Google, Innovation, Local Motors, Silicon Valley, Tesla, Transportation Policy
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Autonomous Vehicles

Tesla Accident Shows Leadership Needed in Deployment of Autonomous Vehicle Technology

NHTSA's recent numbers showing a rise in traffic fatalities, along with the recent crash of a Tesla vehicle that was using a semi-autonomous feature, underscore the need for a balanced regulatory approach to bring about the full safety benefits of self-driving technology. Read More

topics: autonomous vehicle technology, autonomous vehicles, NHTSA, Tesla, Vehicle Safety
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Oil and the Economy

Shifts in Demand to Keep Another Price Spike From Occurring?

An extended period of upstream investment cuts and the fact that petroleum products still fuel more than 90 percent of the transportation sector could mean we’re headed for another price spike. But slower economic growth and structural shifts on the demand side could keep another bull market from occurring. Read More

topics: China, Diesel demand, Gasoline Demand, Global Oil Demand, Oil Demand Growth, Peak Demand