The Fuse

Additional Articles

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Oil and the Economy

Colombia’s Lost Opportunity

The volatile nature of oil prices, widespread opposition to new projects, and the uncertainty of local and national politics make it crucial for Colombia to diversify its economy. Read More

topics: Colombia, Crude Oil Imports, OPEC, Refined product exports, Venezuela
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Oil and the Economy

Forties Outage Highlights Global Supply Threats as OPEC Continues to Cut

The Forties outage shows how supply disruptions anywhere globally will impact consumers in all markets. Read More

topics: Brent, Forties, OPEC, Supply Disruptions
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Oil and the Economy

Houston Becomes Major Trading Hub as U.S. Crude Exports Soar

The boom in crude exports & the increased relevance of Houston in the trading world reflect significant improvements in energy security. But it’s important to keep the changes in context: The U.S. still imports a large amount of crude oil. Read More

topics: Crude Oil Exports, Cushing, Energy Security, Houston, Refined product exports, WTI
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Petropolitics

OPEC Countries Highly Vulnerable to Cyber Attacks

Countries that rank low in cyber readiness account for more than 44 million barrels per day, approximately 45 percent of the world’s daily oil production. Read More

topics: Aramco, Cybersecurity, Gulf Cooperation Council, Iran, OPEC, Statoil
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Oil and the Economy

More Questions Surface About the Health of the Shale Industry

Shale has upended global energy markets but two questions remain unanswered: Can it be called upon to meet demand growth, and will it ever be profitable? Read More

topics: bakken, EIA, MIT, Permian, Shale, Shale Debt, Shale investors
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Oil and the Economy

The Presource Curse: Why Major Oil Discoveries Can Lead to Economic Distress

Symptoms of the resource curse can often arise even before natural resources are produced. Read More

topics: Ghana, IMF, Mozambique, Presource curse, Resource Curse, Tanzania
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Petropolitics

Nigeria’s Prepayment Deals With Traders Necessary to Support Economic Goals

The fact that Nigeria is considering prepayment deals with traders these deals is significant. It reflects how countries that are highly dependent on oil income are taking extraordinary measures to maintain stability while oil prices are relatively low. Read More

topics: Glencore, IMF, Nigeria, Oil traders, OPEC, Petrostates, Trafigura, Vitol
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Energy Innovation

Key Charts Highlighting Significant Growth in U.S. EV Market

The latest Fact Pack from SAFE highlights developments in the U.S. EV market, which is poised to see significant growth in the coming years as a result of new models, lower battery costs, increased range, and growing consumer awareness. Read More

topics: Battery range, Chevrolet Bolt, Electric vehicle batteries, Electric Vehicles, Energy Security Fact Pack, Toyota Prius
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Autonomous Vehicles

Plans for Auto Makers, Tech Companies Reinforce Link Between Autonomy & Electrification

The latest developments from Uber and GM, and other firms in the self-driving race, indicate autonomous vehicles are helping drive efficiency and accelerating the use of EVs. Read More

topics: autonomous vehicles, Chevrolet Bolt, Electric Vehicles, GM, Uber, Volvo
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Energy Innovation

Chart of the Week: Quarterly Oil Sector Capex, Q1 2015 to Present

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

Despite OPEC’s Reassurances, Market Uncertainty to Persist With Output Cut Extension

A clumsy exit strategy, producers cheating on quotas, or a rapid response from U.S. shale producers could undermine the effectiveness of the deal. Conversely, the potential for higher prices is also a stark possibility. Read More

topics: Libya, Nigeria, OPEC, OPEC Meeting, Russia, Saudi Arabia, Shale, The Vienna Group
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Oil and the Economy

Are Oil Markets Heading Into a ‘Decade of Disorder’?

At an event hosted by Securing America’s Future Energy, experts warned that a combination of underinvestment in long-cycle conventional petroleum projects and rising geopolitical risk may significantly increase prices next decade. Read More

topics: Decade of Disorder, Oil Prices, OPEC, Russia, Underinvestment Risk
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Petropolitics

Venezuela Puts Military Official in Charge of PDVSA, Threatens to Cut Exports to the United States

Stacking PDVSA with military officials may help President Maduro avert unrest in the short run, but it will likely accelerate the deterioration of the state oil company. Read More

topics: OPEC, PDVSA, Petrostates, Venezuela
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Petropolitics

OPEC Raises Expectations Despite Divisions

An extension is virtually guaranteed but today’s overwhelming consensus masks real divisions, complications and misgivings. Read More

topics: Libya, Nigeria, Oil Prices, OPEC, Russia, Saudi Arabia
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Petropolitics

OPEC’s Roller Coaster Ride

As OPEC and its non-OPEC allies gather in Vienna this week, it will mark the three-year anniversary of the cartel’s pivotal decision to produce all out and allow prices to fall sharply. Read More

topics: OPEC, Saudi Arabia, Shale, Underinvestment
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Petropolitics

Market Uncertainty Ahead as OPEC Looks to Extend Production Cut Through 2018

OPEC will attempt to manage perceptions in both the physical and financial markets—but given its track record, it will not likely produce stability and certainty, but instead ambiguity and volatility. Read More

topics: Geopolitical Risk, OPEC, OPEC Meeting, Saudi Arabia, Shale, Speculators, Venezuela
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Oil and the Economy

Bullish Speculative Bets Near Their Limit as Market Waits on OPEC

The direction of hedge funds bets in the coming weeks and months will depend on a number of factors, including the U.S. rig count, the strength of the dollar, the Fed’s decision on whether to raise interest rates, and of course OPEC. Read More

topics: Brent, Brent Futures Contract, oil trading, OPEC, Speculators, WTI
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Autonomous Vehicles

How EVs, Fuel Economy & Autonomy Could Significantly Alter Long-Term Oil Demand Outlook

Two major forecasters see a sharp penetration of EVs in the next couple of decades. Although the outlook for EVs and the transportation sector is improving quickly, oil demand is likely to continue to grow. Read More

topics: autonomous vehicles, batteries, Electric Vehicles, Fuel Efficiency, IEA, IHS Markit
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Petropolitics

Geopolitical Risk and Lost Production

When producers that are inherently prone to conflict and resource nationalism lose supply, output will most likely not return to previous levels. Read More

topics: Iran, Libya, Nigeria, Petrostates, Saudi Arabia, Supply outages, Underinvestment
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Autonomous Vehicles

Study: Put Autonomous Vehicles on Roads Sooner Rather Than Later

"The more miles that autonomous vehicles travel—on different roads, in different environments, and under various weather conditions—the more quickly their safety improves." Read More

topics: Autonomous Vehicle Policy, autonomous vehicles, RAND, Securing America's Future Energy