The Fuse

Additional Articles

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Oil and the Economy

Energy Economist Ed Hirs on U.S.’ Oil Dependence, the State of Shale, & Reliance on OPEC

Ed Hirs, an energy economist from the University of Houston, talks to The Fuse about the dangers of oil supply disruptions and OPEC's impact on shale. Read More

topics: Crude Oil Imports, Energy Security, Oil Dependence, Oil Supply Disruptions, OPEC, Saudi Arabia, Shale
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Oil and the Economy

Small Firms Bypass Shale for Older Conventional Oil Fields

Some producers are turning more toward conventional plays, in particular older oil fields that can be tapped with new technology and provide quicker paybacks and more predictable long-term returns. Read More

topics: Conventional production, International Energy Agency, Shale Decline Rates, Shale Oil Production
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Energy Innovation

Chart of the Week: EV Sales Continue Robust Trend in 2017

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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Energy Innovation

Industry Giant Waste Management Carries on With Aggressive CNG Push

For every diesel truck replaced with natural gas, Waste Management cuts consumption of diesel by an average of 8,000 gallons per year. Read More

topics: CNG, Diesel, Emissions, Oil Dependence, Waste Management
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Oil and the Economy

Crosspost: Mexico’s Energy Reforms Bear Fruit at Last

While the Mexican government has drastically overhauled the oil sector to allow foreign investment, recent news of enormous offshore discoveries are, to date, the largest and most significant manifestations of those reforms. Read More

topics: Mexico, Pemex
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Oil and the Economy

When Will Oil Prices Break Out of This Narrow Range?

The current stability is relatively rare for the oil market, which is prone to rampant volatility for numerous reasons. When the market eventually breaks out, it could do so aggressively. Read More

topics: Backwardation, Hedging, Low Oil Prices, Oil Price Volatility, OPEC, Shale
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Oil and the Economy

Shale Industry Suffering From Unexpected Operational Problems

The potential acceleration of decline rates at some shale wells is an ominous sign that the drilling bonanza in West Texas should not be taken for granted. Read More

topics: Decline Rates, Permian, Shale
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Petropolitics

Four Charts Highlighting Global Oil Supply Risks

Here are four charts that illustrate the links between petrostate activities, U.S. foreign policy interests, and oil supply security. Read More

topics: Cybersecurity, Fact Pack, Military Spending, OPEC, Petrostates, Russia, Terrorism
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Petropolitics

Libya: OPEC's Involuntary Swing Producer

Libyan Oi Minister Mustafa Sanalla has facilitated a five-fold increase in oil production over the last year from a low of 200 thousand barrels/day last summer to 1.1 million b/d in recent weeks, despite prevailing chaos and rival governments. Read More

topics: Libya, Mustafa Sanalla, OPEC, Tripoli
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Autonomous Vehicles

Lyft’s New Lab, Corporate Partnerships Open up New Avenues in Autonomy

It’s too soon to fully realize how autonomous cars will open new avenues of commerce and change consumers’ relationships with retail, but Lyft’s recent actions give a glimpse into what the future might hold. Read More

topics: autonomous vehicles, Lyft, Ride Hailing, Taco Bell, Urbanization
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Oil and the Economy

Earnings Show Small Cracks in U.S. Oil Industry

Independent producers are struggling to hit output targets at current price levels while the majors are focusing on becoming more efficient. Read More

topics: ConocoPhillips, Corporate earnings, EOG, ExxonMobil, Hedging, Low Oil Prices, Oil Majors, Pioneer Natural Resources, Shale
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Petropolitics

Energy Implications of Tighter U.S. Sanctions on Russia

The new sanctions will still tighten the screws on Russia’s energy sector, altering how the country does business with the global energy industry and increasing risks of partnering with Russian companies. Read More

topics: Nord Stream 2, petro-states, Russia, Russia Sanctions
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Petropolitics

Oil Looms Large Over Venezuela’s Constitutional Crisis

Venezuela has fallen apart as a result of corruption and ineptitude, but even more so because of its over-reliance on oil as a revenue source. Some 95 percent of the country’s export revenue comes from oil. Read More

topics: Citgo, Crude Oil Imports, OPEC, PDVSA, Venezuela
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Autonomous Vehicles

UPDATE: 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

Argentina’s Shale Ambitions Tied to Mid-Term Elections, Political Stability

Risks for companies operating in Argentina have fallen considerably in recent years, but the political environment could throw a wrench in energy development at any time. The mid-term elections in October are the next big flashpoint. Read More

topics: Argentina, LNG, Political risk, Shale, shale gas
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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