The Fuse

Additional Articles

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Energy Innovation

Chart of the Week: Barrels at Risk

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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Autonomous Vehicles

Autonomous Vehicles Require Less Human Intervention, But Federal Metrics Necessary

New data from California shows advancement in the volume and quality of AV activity, but disengagement reports are an imperfect measure and the reporting does not include activities on private roads and outside the state. Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, California, California Department of Motor Vehicles
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Oil and the Economy

New Discoveries, Cost Reductions Spur Deepwater Interest

A series of recent deepwater discoveries has demonstrated that the offshore oil sector is beginning to rebound after years of subdued activity, despite increasing interest in onshore shale drilling. Read More

topics: deepwater, Gulf of Mexico, Offshore Drilling, Oil Majors, Royal Dutch Shell, Shale
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Oil and the Economy

Strong Jet Fuel Demand to Have Long-Term Impacts on Global Oil Market

Jet fuel demand growth appears guaranteed in coming decades with increased aviation travel and limited substitutes in this area. Read More

topics: Alternative Fuels, Aviation, EIA, IEA, jet fuel, Oil Demand Growth
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Oil and the Economy

Efforts to Reduce SPR Are Misguided

Dealing with the country’s energy security vulnerabilities requires sustained and targeted involvement by the federal government. The SPR plays an important role in insulating the U.S. economy from a volatile and unpredictable global oil market Read More

topics: 1973 OPEC oil embargo, Energy Security, OPEC, SPR
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The Docket

Will Student Loan Debt Affect Vehicle Ownership?

Monthly debt payments of several hundred dollars, or more, mean that personal vehicle ownership may become impacted. At the margin, households may choose to own fewer vehicles to account for the need to make student loan payments. Read More

topics: Student loan debt, Suburbs, Urbanization, Vehicle ownership
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Uncategorized

ESLC Profile: General James Conway

General James Conway’s background as a Marine motivated him to engage in the cause of oil dependence because of its negative effects on national security. Read More

topics: Energy Security, ESLC, General James Conway, Geopolitics, Oil Dependence
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Energy Innovation

Could Small Changes in Land Use Cause Large Shifts in Vehicle Ownership?

If future population growth occurs in suburbs of lower-density and higher income, then vehicle ownership will likely rise, whereas if future population growth gathers in higher-density, lower-income cities, vehicle ownership may decline. Read More

topics: Suburbs, Transportation Fuel Demand, Urbanization, Vehicle ownership
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Oil and the Economy

Automation, Big Data Improve Shale Efficiency, Alter Jobs Outlook in Oil & Gas Sector

Since the price downturn, companies have prioritized digital technologies, artificial intelligence, automation, robots and drones, connectivity, and data analytics in their budgets. Read More

topics: Automation, Big Data, ConocoPhillips, Employment, Halliburton, Oilfield services, Shale
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Oil and the Economy

Oil Majors’ Earnings Disappoint on Shrinking Refining Margins

Fourth-quarter earnings significantly missed expectations, but they do not necessarily negate the broader improving trend for the oil majors. Read More

topics: BP, Chevon, ExxonMobil, Oil Majors, Oil Refining, Refining margins, Royal Dutch Shell
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Petropolitics

Kurdish Oil After the Vote: A Post-Mortem

The independence referendum exposed how vulnerable the semi-autonomous KRG was—as a landlocked, oil-dependent territory surrounded by hostile powers. Read More

topics: Iraq, Kirkuk, KRG, Kurdistan, OPEC
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Oil and the Economy

What 10 Million Barrels Per Day Does—and Doesn’t—Mean

The remarkable shift in U.S. production should be celebrated, but it is also important to remember how much surrounding energy security has not changed. More than 90 percent of the transportation is fueled by petroleum, and consumers are still vulnerable to price swings and supply outages on the global market. Read More

topics: Energy Security, OPEC, Shale
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Energy Innovation

China’s SUV Sales Rise Sharply, Underpin Gasoline Demand

Despite the rise in EV sales in China, long-term trends of a rising population and a growing middle class will increase the country’s appetite for petroleum. Read More

topics: China, Crude Oil Imports, Electric Vehicle Sales, Gasoline Demand, SUVs
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Oil and the Economy

Weaker Dollar Hurts Purchasing Power of OPEC Countries, Helps Shale

The weaker dollar has large implications for oil-exporting countries, particularly those in OPEC, as it cuts their purchasing power. Read More

topics: OPEC, Shale, U.S. dollar
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Oil and the Economy

Investment in Canada’s Oil Sands Declines, But Production Still Poised to Grow

Upstream investment in new projects in Canada’s oil sands has declined by two-thirds since the oil market downturn in 2014, and there is no guarantee spending will rebound. Read More

topics: Canada, crude by rail, IHS Markit, Oil sands
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Autonomous Vehicles

Public Opinion Shifts on Autonomous Vehicles

Multiple longitudinal surveys show that Americans are warming up to the idea of riding in AVs as automakers pour money into self-driving technology and companies have conducted public education campaigns on the safety benefits of autonomy. Read More

topics: AAA, autonomous vehicle technology, autonomous vehicles, Deloitte
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Energy Innovation

Fuel Implications of Suburb-to-Suburb Commuting

The largest proportion of commuting in U.S. metropolitan areas occurs from suburb-to-suburb, standing at 40 percent of metropolitan commuters as of 2015. Read More

topics: Census Bureau, Commuting, Gasoline Demand, Suburbs, Transportation Fuel Demand
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Petropolitics

Crosspost: How Much Worse Can It Get for Venezuela’s State Oil Firm PDVSA?

PDVSA is engaging in all kinds of no cash deal making to bypass oil cargo seizures. But the company could face even more difficulty this year as Venezuela’s financial woes have bitten into its capacity to keep its oil fields running. Read More

topics: Citgo, PDVSA, Venezuela
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Oil and the Economy

Oil Majors Set for Big Profits in 2018, But Capex to Rise Only Slightly

The oil majors are expected to post $80 billion in organic free cash flow in 2018, but spending is expected to be modest. Read More

topics: Capital expenditures, Chevron, ExxonMobil, Oil Majors, Oil Prices, Shale, Shale Oil Producers
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Petropolitics

OPEC: New and Improved?

Smaller producers are eager to work with OPEC or join the cartel in an effort to boost their reputation, amplify their market clout, and gather research, information, and resources to attract investment. Read More

topics: Africa, Congo, Gabon, OPEC, Russia, Shale, Venezuela