The Fuse

Additional Articles

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Autonomous Vehicles

How EVs, Fuel Economy & Autonomy Could Significantly Alter Long-Term Oil Demand Outlook

Two major forecasters see a sharp penetration of EVs in the next couple of decades. Although the outlook for EVs and the transportation sector is improving quickly, oil demand is likely to continue to grow. Read More

topics: autonomous vehicles, batteries, Electric Vehicles, Fuel Efficiency, IEA, IHS Markit
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Energy Innovation

Chart of the Week: OPEC's Share of U.S. Imports Falls to Lowest Level Since Early 2016

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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Petropolitics

Geopolitical Risk and Lost Production

When producers that are inherently prone to conflict and resource nationalism lose supply, output will most likely not return to previous levels. Read More

topics: Iran, Libya, Nigeria, Petrostates, Saudi Arabia, Supply outages, Underinvestment
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Autonomous Vehicles

Study: Put Autonomous Vehicles on Roads Sooner Rather Than Later

"The more miles that autonomous vehicles travel—on different roads, in different environments, and under various weather conditions—the more quickly their safety improves." Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, RAND, Securing America's Future Energy
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Petropolitics

Venezuela’s Crisis Deepens After Default

The risks of more oil production losses have intensified as the financial screws on Caracas continue to tighten. Deteriorating conditions in Venezuela are occurring at the same time OPEC is looking to extend its production cut and tensions throughout the Middle East are rising. Read More

topics: Citgo, Nicolas Maduro, OPEC, PDVSA, Russia, Venezuela
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Energy Innovation

Energy Digitalization to Bring Significant Rewards, But Also Risks

Digital technologies may lower oil and gas production costs by 10 to 20 percent. As a result, technically recoverable oil and gas reserves could climb by as much as 5 percent globally, with the largest gains from shale gas. Read More

topics: Digitalization, IEA, Oil drilling, Transportation Oil Demand. Fuel Efficiency
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Energy Innovation

Bans on Internal Combustion Engines May Backfire

Even with an entirely different landscape due to EVs becoming a greater part of the fleet, there is essentially no way to avoid the fact that ICE vehicles will be around for a very long time. Read More

topics: Electric Vehicles, Internal combustion engines, Peak oil demand, Regulations
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Energy Innovation

Don't Pull the Plug on the EV Tax Credit

Given the costs of oil dependence, maintaining and reforming the EV tax credit is of strategic importance to the U.S. The tax credit has been vital in helping EVs gain traction in today’s competitive car market. Read More

topics: Electric Vehicle Sales, Electric Vehicles, Energy Security
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Petropolitics

Saudi's Arabia's Destabilizing Game of Petro-Thrones

One consequence of Saudi Arabia's “anti-corruption” purge is a more hawkish foreign policy and increased tension with Iran. With the U.S.’s national security and economic well-being vulnerable to instability in Saudi Arabia and the Middle East, measures to strengthen energy security and reduce oil dependence are increasingly imperative. Read More

topics: Energy Security, Iran, OPEC, Saudi Arabia
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Oil and the Economy

Alaska, Area 1002, and U.S. Energy Security

Opening Area 1002—a small part of the Alaskan National Wildlife Refuge—to oil exploration and development can reduce U.S. foreign import dependence. Read More

topics: Alaska, ANWR, California, Crude Oil Imports, Energy Security
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Autonomous Vehicles

Autonomous Vehicle Exemptions, Explained

Exemptions allow companies to think outside the traditional vehicle box and produce safer and more fuel efficient and diverse fleets. Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, Congress, NHTSA
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Oil and the Economy

Oil Majors Turn a Corner, Post Strong Profits in Q3

The oil majors are posting their best quarterly figures in years, an indication that they are adapting to the new price environment. After several years of spending cuts and rising debt, the largest integrated oil companies have turned a corner. Read More

topics: BP, Corporate earnings, ExxonMobil, Oil Majors, Shale, Statoil
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Oil and the Economy

Oil Returns to $60

OPEC has changed not only fundamental dynamics of the oil market, but the entire narrative: There’s very little, if any, talk about “lower for longer”—the issues currently rattling the market are not going away any time soon. Read More

topics: Geopolitics, Oil Prices, OPEC, Shale, Speculators
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Petropolitics

Venezuela’s Output in Danger of Falling by Another 800,000 b/d

There’s little question the global market will lose more production from Venezuela in the coming months and years. The country's crude output is at risk of falling to as low as 1.2 million barrels per day. Read More

topics: OPEC, PDVSA, Petrostates, Venezuela
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Oil and the Economy

Cancellations, Delays of Capital-Intensive Projects Pose Long-Term Risks

The world still needs massive investment—all along the supply chain—to keep future price spikes from occurring and for countries to improve their energy security. But many in the industry have become more restrained in making big investments. Read More

topics: Keystone XL, Midstream, Oil Supply, Refining, TransCanada, Underinvestment, Upstream Investment
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Petropolitics

OPEC’s Top Two Producers Turn the Page

After more than a quarter-century of estrangement, Saudi Arabia and Iraq are just getting started in repairing their relationship. Read More

topics: Iraq, OPEC, Saudi Arabia
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Oil and the Economy

Shale Industry Faces Stiff Headwinds as Rig Productivity Falls, Costs Rise

In the shale patch, rig productivity is falling, companies are no longer making headway on drilling times, and cash flow continues to disappoint investors. Read More

topics: EIA, Oilfield Service Companies, Rig productivity, Shale, Shale Oil Production
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Oil and the Economy

China’s Crude Benchmark Key in Developing the Yuan’s Power

The petrodollar system isn’t going to be turned upside down overnight, but China’s rising status will continue to disrupt the status quo, sending a powerful message that the country seeks to consolidate its strength as an economic superpower. Read More

topics: China, Energy Security, Petroyuan, Saudi Arabia, yuan
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Autonomous Vehicles

Behind Closed Doors, China Grapples with Autonomous Vehicle Policy

Although China has yet to pass autonomous vehicle (AV) legislation, behind the scenes Chinese lawmakers are moving to adopt uniform standards on AV testing to prepare for eventual widespread commercialization. Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, Baidu, China
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Autonomous Vehicles

Autonomous Vehicles: Driving Employment for People with Disabilities

The Department of Labor’s Office of Disability Employment Policy (ODEP), with Securing America’s Future Energy (SAFE), is hosting an online dialogue about how autonomous vehicle (AV) technology can improve employment opportunities for Americans with disabilities. Read More

topics: autonomous vehicles, Department of Labor, Driverless Cars, Employment, Transportation Policy