The Fuse

Additional Articles

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Oil and the Economy

Oil Majors Face Risky Future

Amid low prices and growing calls for a rapid transition away from fossil fuels, the global integrated oil majors find themselves at a crossroads. Read More

topics: Climate, energy transition, fossil fuels, Oil Demand, Oil Majors, stranded assets
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Petropolitics

A New Hand on the Wheel: Changes in the Saudi Energy Leadership

Saudi Arabia's third oil minister in three years, Prince Abdulaziz bin Salman will be tasked with delivering Saudi Aramco's IPO Read More

topics: Aramco, MBS, Mohammed bin Salman, OPEC, Prince Abdulaziz bin Salman, Saudi Arabia, Saudi Aramco, Saudi Aramco IPO
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Oil and the Economy

Pipeline Delays Continue to Dog Canada’s Oil Industry

Persistent pipeline construction delays continue to hamper the ability of Canada's oil industry to move oil to market. Read More

topics: Canada, Oil Demand, Oil Prices, Oil Supply, West Canadian Select
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Oil and the Economy

IMO Rules Cause Major Change to Global Oil Mix

As the IMO 2020 deadline approaches for ships to use fuels with lower sulfur concentrations, the market for heavy oil is taking a hit. Read More

topics: Heavy Crude, IMO, IMO 2020, Oil Markets, Oil Prices, Shipping, Sulfur
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Energy Innovation

NDAA Provides Opportunity To Counter China’s Strategic EV Ambitions

Beijing views the capture of the EV supply chain as a strategic priority. The United States can counter this by agreeing to small amendment in the Nation Defense Authorization Act. Read More

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Autonomous Vehicles

This Week in AVs: UPS Tests Self-Driving Trucks; Waymo to Test in Florida; and More

SAFE's weekly roundup of the top news in autonomous vehicle innovation and deployment. Read More

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Oil and the Economy

Oil Sees Headwinds From Strong Dollar and Trade War

Even as markets steady, the stronger U.S. dollar remains a headwind for both crude oil and the global economy. Read More

topics: China, Oil Prices, Trade War, Trump
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Petropolitics

Supply Surplus Puts OPEC+ in a Bind

OPEC has few choices at its disposal to manage the swelling oil market surplus, most of which are unpalatable. Read More

topics: Oil Demand, Oil Prices, Oil Production, OPEC, Saudi Aramco, Saudi Aramco IPO, Shale Oil Production
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Oil and the Economy

The Failure of History: How Oil Has Entered a Brave New World

Past experience can offer some guidance, but by every indication the global oil industry is heading into a new age, with unpredictable consequences. Read More

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

Tale of Two Milestones for U.S. Oil Exports

U.S. oil exports recently hit new highs with a record number of export destinations, but shale's recent woes mean continued success is not guaranteed. Read More

topics: Oil Prices, Oil Production, Permian, Shale, Shale Oil, Shale Oil Production
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Oil and the Economy

Shale Slows Amid Financial Pain, But Offshore Drilling Picks Up

Production gains cannot mask the problems facing the shale industry, but the offshore sector is seeing an increase in activity. Read More

topics: Fracking, Gulf of Mexico, Offshore Drilling, Shale, Shale Oil, Shale Oil Production
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Petropolitics

Tepid Response to Persian Gulf Instability Highlights—and Masks—Bigger Problems

Weaker demand has allowed traders to shrug off recent events in the Persian Gulf. But a belief that a return to the days of the tanker war is unlikely may be misplaced. Read More

topics: Crude Oil, Energy Security, Iran, Iran Deal, Oil Prices, OPEC, Strait of Hormuz, Trump administration
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Oil and the Economy

Earnings Season Anticipates Mixed Results

An extended period of lower commodity prices will continue to weaken earnings outlooks, making the prospect of merging with—or acquiring—E&P companies more attractive. Read More

topics: Energy Policy, Oil Prices, Oil Production, Shale
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Petropolitics

Tanker Seizures and Supply Risk Fails To Move Oil Market

With global oil supply outpacing demand, oil traders are shrugging off rising tensions around the Strait of Hormuz. Read More

topics: Energy Security, Global Oil Demand, IEA, Iran, Oil Supply, Shale, Strait of Hormuz
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Autonomous Vehicles

This Week in AVs: Uber Releases Safety Standards; Via Unveils AV Service; and More

SAFE's weekly roundup of the top news in autonomous vehicle innovation and deployment. Read More

topics:
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Oil and the Economy

Barry Rocks Gulf of Mexico Oil Production

Shuttered Gulf of Mexico production during Tropical Storm Barry offers a reminder of the vulnerability of the region’s energy infrastructure to weather events. Read More

topics: Barry, Energy Security, Gulf of Mexico, Hurricane Harvey, Oil Production