The Fuse

Additional Articles

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Petropolitics

Despite Net Exporter Milestone, the U.S. is Still Tethered to OPEC Actions and Oil Market Realities

There may come a day when the U.S. is able to claim that OPEC is finally broken, but that day has yet to arrive. Read More

topics: Iran, Iran Sanctions, OPEC
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Autonomous Vehicles

Stringent Demands of AV START Prioritize Road Safety

Containing 27 sections covering topics ranging from AV safety to cybersecurity to consumer education, the passage of AV START would lead to a blizzard of regulatory proceedings over the next few years that prioritize road safety. Read More

topics: autonomous vehicles, AV START, Congress, Self-Driving Cars, Senate
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Petropolitics

Crosspost: OPEC’s Bigger Problems

Washington needs to give further examination to its long run strategy regarding OPEC, which should include continuing policies supporting U.S. makers of electric cars. Read More

topics: Electric Vehicles, Hydrogen, Natural Gas Vehicles, OPEC, Saudi Arabia
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Petropolitics

Wild Week Ends with 11th-Hour OPEC+ Deal

Responding to a looming period of oversupply, OPEC and its non-OPEC allies agreed to cut production through the first half of 2018 of 1.2 million barrels per day. Read More

topics: NOPEC, OPEC, Putin, Russia, Saudi Arabia, Vienna Group
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Petropolitics

OPEC+ Faces Oversupply, Pressure from Washington Heading Into Meeting Next Week

If it occurs, the production cut would be a dramatic about-face compared to six months ago, when Saudi Arabia and Russia signaled their intention to lift output to ensure the oil market did not overly tighten. Read More

topics: OPEC, Oversupply, Russia, Shale Oil Prices
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Petropolitics

IEA: “Hard-Earned” Progress at Removing Fossil Fuel Subsidies Under Threat

Reinstituting subsidies could prevent the demand destruction that would otherwise occur from a rise in prices. Read More

topics: Fossil Fuel Subsidies, IEA, Oil Demand, Oil Prices, Oil Supply
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Oil and the Economy

Q3 Earnings: Big Oil Raking in Cash, Long-Term Outlook Uncertain

The third quarter of 2017 was also a three-month period that saw the highest oil prices in years. The majors have reoriented themselves around a lower breakeven price, so the upswing in prices have left them in their strongest position in years. Read More

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Energy Innovation

SAFE Joins Voices Calling for Negotiated Settlement with California on Fuel Economy

The agencies propose a range of significant changes to the off-cycle technology program, including ending or sunsetting all off-cycle flexibilities. Any elimination, or phase-out, of the off-cycle technology adjustments would threaten to deter or delay investment in connected and automated vehicle technologies and runs counter to the goals of this rulemaking. Read More

topics: EPA, Fuel Economy, Fuel Efficiency, NHTSA
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Oil and the Economy

With E15 Proposal, Trump Attempts to Placate Corn Belt

There is almost no middle ground in the battle between ethanol producers and the oil industry. Any movement to address the concerns of one side almost necessarily comes at the expense of the other. Read More

topics: Big Corn, Big Oil, E15, ethanol, Refiners, RFS
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Oil and the Economy

New Permian WTI Contract Reflects Importance of Region to Oil Market

With more buyers from around the world requesting U.S. crude, a Houston-based price point has become necessary. Read More

topics: Crude Oil Exports, ICE, Permian, WTI
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Oil and the Economy

Shale Cannot Cover Shortages in Saudi Production

When Saudi Arabia threatens to weaponize its oil production, the U.S. cannot afford to brush off this warning by overestimating the potential of shale to cover the shortfalls. Read More

topics: 1973 OPEC oil embargo, Alternative Fuel Vehicles, Fuel Economy Standards, NOPEC, OPEC, Permian, Saudi Arabia, Shale, U.S. crude exports
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Energy Innovation

Shipping Industry Remains Unprepared for New Sulfur Rules

Bank of America Merrill Lynch cited the IMO regulations as one of three major factors—along with Iran sanctions and pipeline bottlenecks facing U.S. shale—that could contribute to an oil price spike “akin to the one observed in 2008.” Read More

topics: Bank of America Merrill Lynch, fuel oil, IMO, Oil Prices, Sulfur
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Petropolitics

Saudis Evoke “Oil Weapon” for First Time in Decades

Saudi Arabia's veiled threat to leverage its oil production, in response to widespread outrage over the fate of Jamal Khashoggi, serves as a reminder of the kingdom's power over the global economy. Read More

topics: 1973 OPEC oil embargo, Jamal Khashoggi, Oil Dependence, OPEC, Saudi Arabia, Trump administration
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Energy Innovation

U.S. Reaches 1 Million Electric Vehicle Sales

The U.S. electric vehicle market will reach a major milestone this month as automakers reach 1,000,000 EV sales. Read More

topics: 1 million EVs, Electric Vehicles, EV Sales, Oil Prices