The Fuse

Additional Articles

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Energy Innovation

America’s Aging Vehicles Delay Rate of Fleet Turnover

The average light-duty vehicle now remains in service for over three years longer than it did two decades ago. With vehicles “living” longer, the fleet will take longer to replace itself. Read More

topics: Fleet Turnover, Fuel Efficiency, Gasoline Demand, Vehicle Efficiency
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Oil and the Economy

Cross Post: How Will China's Crude Futures Benchmark Impact Global Oil Markets?

SAFE's Matt Piotrowski talks to Platts Capitol Crude about China’s motivations behind its crude futures contract, what its chances are for success, and why it matters for U.S. consumers and American energy security. Read More

topics: China, Crude futures, Petroyuan, yuan
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Oil and the Economy

Tough Sell: A Cryptocurrency Backed by Oil

The current moment is a questionable time to launch a new cryptocurrency. Beyond the current collapse in value, other vulnerabilities have emerged: Young markets mean that blockchains are highly vulnerable to being compromised. Read More

topics: Bitcoin, Cryptocurrency, Financialization, Oil Price Volatility, OilCoin, Speculators
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Energy Innovation

Chart of the Week: 30-Day Volatility of Various Financial Markets

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

Petrostates, International Soccer, and Soft Power

Major oil producing countries, and wealthy individuals in certain petrostates, have injected billions of dollars into soccer clubs, mostly in European leagues, and their reach is spreading in an attempt to promote their “soft power.” Read More

topics: Gazprom, International soccer, OPEC, Petrodollars, Qatar, Russia, UAE, World Cup
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Oil and the Economy

Spending Declines, Low Discoveries Prompt Worries About Long-Term Oil Supply Outlook

Total capital and exploration spending on global oil and gas will likely bottom out in 2018, and investment may not recover to levels seen before the 2014 market downturn until the mid-2020s. Read More

topics: Capital expenditures, Rystad, Shale Oil Production, Underinvestment Risk, Upstream Investment
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Energy Innovation

Key Charts Highlighting Trends in Automobile Sales & Gasoline Consumption

U.S. gasoline and other motor fuels spending increased throughout 2017, reflective of rising prices and continued high demand. Read More

topics: Charts, Electric Vehicle Sales, Gasoline Demand, Gasoline expenditures, SUVs
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Autonomous Vehicles

Trucks, Tunnels & Drones: Automation in Freight Transportation to Bring Significant Rewards, Risks

Driverless trucks, computerized drones, and automated underground systems have the potential to help meet rising freight demand in the coming decades. Read More

topics: Amazon, Autonomous trucks, Drones, Freight, Transportation Research Board, Underground Freight Trasnportation
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Oil and the Economy

Strong Growth in Natural Gas Supply to Cap U.S. Prices Despite High Demand, Exports

Despite recent bullish developments and the sharp increase in LNG exports, the U.S. natural gas market is expected to remain well supplied throughout 2018. Read More

topics: Marcellus, natural gas prices, Natural Gas Production, Natural Gas Supply, US LNG exports, Utica
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Autonomous Vehicles

System-Wide Innovation in Transportation Sector to Unlock Economic and Social Benefits

Panelists at an event on Capitol Hill emphasized the importance of taking advantage of today’s environment to shape technological changes in the transportation sector for the benefit of the public interest and to mitigate any unintended consequences. Read More

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

Cross Post: Latin America’s Energy Reforms Will Be Tested in Upcoming Elections

Upcoming presidential elections in Latin America could be decisive in advancing policies to maintain oil revenues. However, in the current climate of growing polarization and deeply unpopular incumbents, the elections are generating tremendous political uncertainty. Read More

topics: Brazil, Colombia, Energy reforms, Latin America, Mexico, Venezuela
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Petropolitics

Polish Refinery’s Imports of U.S. Crude Send Strong Signal to Moscow

With purchases of U.S. crude, European countries are able to reduce Russia’s leverage and force Moscow to negotiate and be more cooperative. Read More

topics: Poland, Russia, US crude exports, US LNG exports
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Oil and the Economy

#OilPriceBet Captures Oil Market’s Uncertainties for 2018

The direction oil prices will take in 2018 is anyone's guess—creating a compelling conversation on Twitter among leading journalists and analysts. Read More

topics: Energy Journalism, Oil Price Bet, Oil Prices, Twitter
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Oil and the Economy

Trump Administration Proposes Large Expansion of Offshore Drilling

As offshore drilling is expanded, it is important that companies and regulators maintain the most rigorous performance, safety, and environmental standards. Read More

topics: Environment, Offshore Drilling, Outer Continental Shelf, Trump administration
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Oil and the Economy

Rising Production and Higher Prices Don’t Resolve Shale Sector’s Woes

The expected boom in shale output masks a list of underlying problems that confront the sector. Most companies are still not generating positive cash flow and remain highly dependent on borrowing from the debt markets. Read More

topics: Continental Resources, NYMEX WTI, Oil Prices, OPEC, Shale
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Oil and the Economy

Midstream Bottlenecks, Output Declines Alter Western Hemisphere’s Heavy Crude Market

Canada's oil market is dealing with transportation constraints while heavy crude producers such as Colombia and Venezuela are seeing output declines and OPEC producers are cutting production. Read More

topics: Canada, Colombia, Keystone XL, Mexico, OPEC, Pipeline Infrastructure, Venezuela
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Oil and the Economy

GOP Tax Bill Opens Area 1002 in ANWR for Drilling

Proponents of drilling in ANWR say that the potential of Area 1002 is enormous, and oil from the region will be an important supply source to improve the country’s energy security. Read More

topics: Alaska, ANWR, Domestic Production, Trans-Alaska Pipeline
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Oil and the Economy

The Fuse: The Top 10 Stories of 2017

This past year, news surrounding energy security continued to occur at a rapid pace, with OPEC extending its production cuts (twice), car companies outlining their strategies for electric and autonomous vehicles, and geopolitical supply outages increasing oil prices. We’ve published numerous stories and infographics, commenting on the major energy security issues of the day. Here are 10 standout pieces from 2017. Read More

topics: autonomous vehicles, OPEC, Saudi Aramco IPO, Shale
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Energy Innovation

Toyota Pivots to Aggressive EV Strategy

Toyota aims to sell 5.5 million electric vehicles per year by 2030 and invest $13 billion to reach this objective. The company’s long-term plan is another step in making EVs mainstream and laying a foundation for mass penetration in the future. Read More

topics: Electric Vehicle Sales, Electric Vehicles, Hydrogen, Toyota, ZEV Mandate
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Oil and the Economy

Top Oil Market Developments in 2017 & Key Uncertainties for 2018

Oil markets surprised this past year with higher-than-anticipated prices, & next year will likely bring even more unanticipated events and volatility. Here are some of the top market developments of the past year and key issues for 2018. Read More

topics: Geopolitical Risk, Oil Markets, Oil Prices, OPEC, Shale