The Fuse

Additional Articles

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Energy Innovation

Chart of the Week: U.S. Gasoline Demand Poised to Hit a Record This Summer

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

OPEC Promises Market Stability and Clarity, but Deal Extension Is an Inkblot Test for Analysts

As the group doubles down on its production cut, questions linger about exit strategy, capability, and size. Read More

topics: Iran, Nigeria, Oil Price Volatility, Oil Prices, OPEC, Saudi Arabia
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Energy Innovation

India Likely to Fall Short of Its Ambitious EV Target

While India is making a concerted effort to implement reform in its transportation sector, it is far behind other countries in putting EVs on the road. Despite the government's best intentions, India's oil demand should double by 2040. Read More

topics: China, Electric Vehicles, India, Oil Demand Growth
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Petropolitics

Brazil Engulfed in Political Crisis, But Oil Production Will Still Rise

Recent reforms scrapped the requirement that Petrobras own a 30 percent stake in all pre-salt oil fields, essentially opening the door to private international companies. As a result, Brazil's oil production is flourishing. Read More

topics: Brazil, IEA, Non-Opec Supply, Petrobras, Pre-Salt Oil
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Autonomous Vehicles

Ford’s Bold CEO Move Reflects Its Commitment to Autonomous Vehicles

Ford's appointment of Jim Hackett as its new CEO makes good strategic sense, given the automaker’s commitment to AVs and the necessity of taking more bold steps in this area. The move further deepens Ford’s commitment to becoming a modern mobility company, and not just a traditional automaker. Read More

topics: autonomous vehicles, Ford, Mobility, Pittsburgh, Uber
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Petropolitics

Expect OPEC to Game Expectations

More and more market watchers are making the case that OPEC should just leave well enough alone and let the free market set the price. While trying to influence sentiment and fundamentals, on nearly a daily basis, OPEC has already destabilized the market and guarantees more uncertainty ahead. Read More

topics: Oil Price Volatility, OPEC, Russia, Saudi Arabia, Shale, Speculators
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Petropolitics

Elections Loom Over Iran’s Oil Industry

Iranian oil output has come a long way since the nuclear deal went into effect and tough sanctions were lifted in January 2016, but the outlook now very much depends on the outcome of the May 19 presidential election. Read More

topics: Iran, Iran Deal, OPEC
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Oil and the Economy

Will Argentina's Shale Revolution Finally Begin?

The outlook for Argentina’s Vaca Muerta is arguably more positive than it has ever been, with some oil majors recently giving the go-ahead on big shale investments in the country. Read More

topics: Argentina, ExxonMobil, Shale, Total, Vaca Muerta
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Autonomous Vehicles

Autonomous Vehicles’ Political Capital for Israel

Transportation must be the new growth sector in the US-Israel relationship, and AVs are the door. With its natural benefits to the security and prosperity of both nations, the table is set to yield both commercial and political value. Read More

topics: autonomous vehicles, Energy Security, Israel
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Autonomous Vehicles

Injunction Leaves Room for Uber to Move Forward With Developing Self-Driving Cars

The recent ruling by a federal judge in California in the Uber-Waymo dispute is, to some extent, a victory for both sides and serves as a reminder of the high stakes in the race to develop autonomous vehicles. Read More

topics: autonomous vehicles, Uber, Waymo
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Petropolitics

Venezuela's Slow-Motion Implosion Continues

Venezuela’s current state of affairs is a prime example of why it’s important for economies of both producers and consumers to reduce dependence on oil. The meltdown in Caracas is a precarious situation for the U.S., given that Venezuela is its number three crude oil supplier. Read More

topics: Low Oil Prices, OPEC, petro-states, Venezuela
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Oil and the Economy

Strong Growth in Petchem Demand Alters Long-Term Dynamics in Global Oil Market

Petchem growth appears guaranteed for the coming decades with demand rising faster than GDP in non-OECD countries and limited substitutes in this area. Read More

topics: Asia, petrochemicals, Phillips 66, Saudi Arabia, Transportation Fuel Demand
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Autonomous Vehicles

Graphics Highlighting the Need for Infrastructure Investment, Avoiding a Patchwork of AV Legislation

Rather than implementing a patchwork of state legislation, the U.S. will need a well-connected transportation system with national infrastructure standards in order to handle coming changes with AV technology. Read More

topics: Autonomous Vehicle Policy, Electric charging stations, Freight, Infrastructure, VMT
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Oil and the Economy

Will Higher Interest Rates Slow the Shale Rebound?

The combination of higher interest rates and rising drilling costs could stifle the rebound in shale production. While the oil majors will likely take higher interest rates in stride, more expensive credit would threaten the financial health of small E&Ps. Read More

topics: Interest Rates, Shale, The Federal Reserve, Wood Mackenzie
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Petropolitics

What Will Happen to OPEC, Oil Prices After the Aramco IPO?

Experts disagree on the potential oil market impact from Saudi Aramco's IPO. Some argue that the Kingdom will choose a pump-at-will policy to please shareholders, while others see continued coordination with OPEC. Read More

topics: Atlantic Council, Oil Markets, OPEC, Saudi Arabia, Saudi Aramco IPO
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Energy Innovation

EV Sales Remain Robust in U.S., Boom in Europe

During Q1 2017, registrations of EVs in the EU jumped by almost 30 percent versus the same time last year, with total alternative fuel vehicles up almost 38 percent. During 2017, both the U.S. and Europe look to smash records of EV sales. Read More

topics: Electric Vehicle Sales, Europe, Tesla, Volkswagen
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Petropolitics

Death by a Thousand Cuts

Markets are shrugging off OPEC headlines, with prices weakening and hedge funds liquidating long positions. The cartel may be missing the mark on its stated longer-term goal of stabilizing the market and preventing a catastrophic correction. Read More

topics: OPEC, Russia, Saudi Arabia, Speculators
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Energy Innovation

States, Businesses Take the Lead in Fuel Efficiency, Alternative Fuels

Public officials and a number of businesses touted their efforts to diversify the transportation sector and reduce demand for petroleum at this year's ACT Expo. Read More

topics: ACT Expo, Alternative Fuel Fleet Vehicles, California, Heavy Duty Trucks, Hydrogen Fuel Cell Vehicles
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Oil and the Economy

Oil Majors Turn the Corner With First Quarter Profits

Oil majors may not be entirely out of the woods yet, but first-quarter performances suggest that they are on the upswing after nearly three years of mostly red ink. Read More

topics: BP, Chevron, ExxonMobil, Oil Majors, Oil Prices, Royal Dutch Shell, Shale