The Fuse

Additional Articles

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Oil and the Economy

Shale Industry on the Verge of a Slowdown as Companies Cut Capex

Despite strong gains in shale production in 2017, the rebound does not necessarily mean the industry is healthy. A new report finds that even some of the largest shale players won’t be cash flow positive until 2020. Read More

topics: Anadarko, Low Oil Prices, Schlumberger, Shale, Wood Mackenzie
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Petropolitics

Fuel Theft Soars in Mexico

An average of 11 million barrels of fuel were stolen per year between 2009 and 2015, with the amount soaring to higher levels in 2016. Fuel theft could become a greater issue for Pemex if the increasing trend continues. Read More

topics: Fuel theft, Mexico, Pemex
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Petropolitics

OPEC Still Trying to Get What It Wants

OPEC’s gamble to cut production to shore up prices has not worked out the way members thought it would, but the cartel cannot be faulted for not trying. The inadequacy of its policy in the first part of 2017 means that OPEC will do whatever it takes during the second half of the year to achieve its goals. Read More

topics: Libya, Low Oil Prices, Nigeria, OPEC, Saudi Arabia, Shale
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Petropolitics

Energy Virtually Untouched by GCC Meltdown

If the GCC crisis lasts for months or even years, the appeal of more extreme measures could grow over time. Read More

topics: Egypt, Gulf Cooperation Council, LNG, Oil Prices, Oman, Qatar, Saudi Arabia, UAE
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Oil and the Economy

Are Recent U.S. Crude Draws the Result of a Normal Seasonal Decline or a Delayed Effect of OPEC’s cut?

Crude stock draws are not out of the ordinary for this time of the year, but it appears that some OPEC members restricting supply has begun to bite the U.S. market. Read More

topics: Crude oil inventories, Gasoline Demand, OPEC, Refinery runs, Saudi Arabia
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Autonomous Vehicles

The House’s Autonomous Vehicle Legislation: What to Know

Lawmakers are tackling AV issues such as federal preemption, safety standards, and exemptions for automakers, among other key concerns. Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, Congress, House of Representatives
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Oil and the Economy

Do Foreign-Owned Refining Assets Undermine U.S. Energy Security?

The possibility that Russia may soon own refineries in the U.S. if Venezuela’s PDVSA defaults on its loans from Rosneft has pushed the risks of foreign-owned energy assets in the U.S. into the spotlight. As of now, some 30 percent of U.S. refining capacity is owned by foreign companies. Read More

topics: CFIUS, Citgo, PDVSA, Refining, Rosneft, Russia, Saudi Arabia, Saudi Aramco, Venezuela
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Oil and the Economy

U.S. Poised to Play a Dominant Role in Global Gas Markets for the Foreseeable Future

Faltering U.S. gas production in 2016 was an aberration, a side effect of both low prices and the collapse in the oil market, which cut the output of associated gas. In the next five years, U.S. gas production will make up 40% of global supply growth. Read More

topics: Asian LNG Markets, Australia, LNG, Shale
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Energy Innovation

Chart of the Week: U.S. Producer Price Index and the Oil Rig Count

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

Investment Pours Into Vehicle Tech as Focus Centers on Autonomy

Global investment in auto-tech firms totaled $1.6 billion for the first half of 2017, more than double the same time last year. Read More

topics: autonomous technology, autonomous vehicles, AutoTech, Toyota Research Institute
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Oil and the Economy

Interior Looks to Revamp Offshore Access and Permitting  

Speeding up the process is good news for the industry in that there are plenty of untapped offshore reserves. However, many companies may choose to withhold capital investment given the current low-price environment and typical long-cycle investment in offshore production. Read More

topics: Department of Interior, Gulf of Mexico, Low Oil Prices, Macondo
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Petropolitics

Venezuela-Russia Deal Threatens U.S. Energy Security

In the event that Venezuela defaults on its loan to Rosneft, the Russians would assume control of critical U.S. energy infrastructure. Read More

topics: CFIUS, China, Citgo, Russia, Venezuela
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Oil and the Economy

Key Takeaways from IEA’s Investment Report

Electricity and renewable investments fell modestly last year, but the lower price environment over the past three years has taken a particular toll on upstream oil and gas outlays. Read More

topics: China, IEA, Shale, Underinvestment Risk
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Oil and the Economy

North Dakota’s Economy Looks to Escape Oil’s Boom-Bust Cycles

North Dakota is looking to manage its resources and finances prudently to keep as much damage from oil price volatility at bay and develop longer-term sustainable growth through deeper economic diversification. Read More

topics: bakken, Low Oil Prices, North Dakota, OPEC, Shale Oil, Unemployment
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Petropolitics

Trump vs. ISIS Oil

It’s clear that nothing is off-limits now and Tidal Wave II has gone into overdrive under President Trump. Read More

topics: Airstrikes, Donald Trump, Iraq, ISIS, oil, syria, Terrorism, Tidal Wave
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Petropolitics

Groundhog Year for OPEC

It’s groundhog year for the OPEC cartel, which has been unable to structurally shift fundamentals and prices in its favor since the price collapse in mid-2014, and it is reliving its catch-22 scenario with competing producers. Read More

topics: Oil Prices, Oil Production, OPEC, Saudi Arabia, Shale
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Oil and the Economy

Oil Sands Long-Term Growth Looks Increasingly Shaky as Majors Flee Alberta, Suncor Pivots

With existing production facing a stiff market, new oil sands projects might remain too risky for most companies. Suncor Energy’s strategy of handing over much of its cash flow to investors is a sign that oil sands face a rocky future. Read More

topics: Canada, Oil Majors, Oil sands, Suncor
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Energy Innovation

EV Sales Finish H1 With a Robust June as Longer-term Outlook Brightens

Although overall car sales in the U.S. are now in a “post-peak” era and likely to stagnate, EV purchases are expected to rise significantly in the coming decades. Read More

topics: Electric Vehicles, plug-in hybrids, Tesla, Volvo
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Energy Innovation

Lessons for Alternative Transportation Fuels from Nuclear’s Disappointment

As the world is on the cusp of a transportation revolution, one that can spur true fuel diversity and reduce oil dependence, it is important for the auto and battery industries to manage expectations and position capital investments in the right places so that their fate does not go the same way as the nuclear sector. Read More

topics: batteries, Electric vehicle batteries, Nuclear
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The Docket

Crosspost: An Energy Policy of Dominance

Conservation can contribute to energy dominance. The less energy this country uses, the more it can sell to others. Read More

topics: Conservation, CSIS, Energy Dominance, Fuel Efficiency, Oil Prices