The Fuse

Additional Articles

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Autonomous Vehicles

Study: Quantifying the Energy Implications of Autonomous Vehicles

A new study finds that the transition to autonomous cars will bring about a sharp increase in fuel efficiency and hasten the use of alternative energy sources, both of which will slice demand for petroleum. Read More

topics: autonomous vehicles, Fuel Efficiency, Gasoline Demand, Oil Dependence, VMT
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Energy Innovation

Three Key Transportation Innovations Supported in ARPA-E’s First Seven Years

A number of ARPA-E projects are also dedicated to enabling transportation without oil, such as better batteries for electric vehicles, supportive technologies for natural gas vehicles, and more advanced biofuels. Read More

topics: ARPA-E, Beets, Biofuels, Energy Innovation, Energy Storage, Natural Gas Vehicles
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Energy Innovation

Chart of the Week: NYMEX Speculative Positions in WTI Futures and Options Contracts

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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Oil and the Economy

No Significant Rebound Yet in Shale Production Despite Uptick in Rig Count

While some companies have been able to drill profitable wells with prices at current levels and the Permian remains attractive, the U.S. oil industry is not healthy with oil under $50. Read More

topics: bakken, Eagle Ford, Low Oil Prices, Permian, Rig Count, Shale Oil
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The Docket

Clinton’s Transition Team Sends Mixed Messages on Energy Policy

Picking Ken Salazar and John Podesta for high-level positions provides little clarity regarding energy and the environment policy since both advisers have different philosophies and it’s unclear which side would win out under a Clinton administration. Read More

topics: Barack Obama, Climate Policy, Department of Interior, Election 2016, Energy Policy, Fracking, Fracking Bans, Hillary Clinton, John Podesta, Ken Salazar
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Energy Innovation

Opinion: XL Hybrids Continues to Fill the Gap in Elon Musk & President Obama’s All-Electric Vehicle Plans

Bravo to Elon Musk and President Obama. They continue to think big by setting ambitious goals for U.S. vehicle electrification, backed by multi-billion dollar commitments to various all-electric vehicles and charging stations. Read More

topics: Electric Vehicles, Opinion, Pickup Trucks, Tesla Motors, Trucks, XL Hybrids
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Petropolitics

Soap Opera Surrounding New Iran Contracts Enters Final Act

Iran's oil ministry wants to attract $150 billion over five years with its new contract terms, but doing business with Iran is still tricky, and the global oil industry is looking to cut $1 trillion in investment over the same time frame. Read More

topics: International Investment, IOCs, Iran, Oil Prices, OPEC, Petroleum Contract
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Oil and the Economy

OPEC Supply Risks Skewed to the Upside

OPEC’s talk about an agreement on a production freeze in late September has dominated headlines, scaring financial investors with short positions. But more important than the rhetoric about capping production is the possibility of more supply from the cartel returning to the market. Read More

topics: Goldman Sachs, Iraq, Low Oil Prices, Nigeria, Oil Markets, OPEC, Saudi Arabia
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Energy Innovation

Recommendations to the Nation on Reducing U.S. Oil Dependence: 10 Years Later

10 years after Recommendations to the Nation on Reducing U.S. Oil Dependence, the country has seen meaningful improvements in energy security, which continue to grow. Read More

topics: Bush Administration, EISA, Electric Vehicles, ethanol, Fuel Economy, Fuel Ethanol, Gasoline Demand, Oil Demand, Oil Intensity
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Autonomous Vehicles

Ford’s Goal to Put Driverless Cars on the Road by 2021 a Big Move Toward a Shared Economy

Ford shifts from lagging others on autonomous vehicles to attempting to be one of the first to market a fully driverless car. Read More

topics: autonomous vehicles, Ford, Tesla, Uber
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Oil and the Economy

Clinton’s Energy Security Philosophy, Explained

Hillary Clinton articulated her philosophy on energy security in comments she made as Secretary of State. They could serve as a guide to her priorities if she wins the presidency. Read More

topics: Energy Security, Fracking, Hillary Clinton, OPEC, Russia
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Energy Innovation

New Efficiency Rules for Trucks to Save $170 million, 2 Billion Barrels of Oil

In a rare increase in stringency over the proposed rules, certain large trucks are required to be up to 25 percent more fuel efficient. Read More

topics: EPA, Freight, Fuel Economy, Heavy Duty Trucks, NHTSA, Oil Demand, Trucks
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Petropolitics

OPEC’s Rhetorical War Against Speculators Continues

When prices were high, OPEC members benefited from any speculative-driven rally. Now, however, the tables have turned—OPEC members, already suffering from low prices, are jittery that speculators will sell the market down again toward previous lows. Read More

topics: Ali Naimi, Doha, OPEC, Saudi Arabia, Speculators
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Petropolitics

OPEC: Unleashed but Hamstrung

Historically high oil output obscures the fact that OPEC is also experiencing some of its worst-ever unplanned outages. Combined, the volumes lost to violent conflict, political disputes and other setbacks add up to almost 3 mbd. Read More

topics: Barrels at Risk, EIA, Iran, Iraq, KRG, Kuwait, Libya, Oil Prices, Oil Production, OPEC, Saudi Arabia, Supply Disruptions
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Autonomous Vehicles

Regulation and Disruption: What’s at Stake for the Future of Autonomous Vehicles

To avoid a morass of conflicting local codes, the federal government, in conjunction with stakeholders and other organizations, should offer model regulations for autonomous vehicles, including for on-demand ride services. Read More

topics: A National Strategy for Energy Security, Autonomous Vehicle Policy, autonomous vehicles, China, Didi, Lyft, Regulations, Uber
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Oil and the Economy

Five Charts Showing a Gradual Rebalancing of the Oil Market

SAFE's latest energy security fact pack shows how the oil market is rebalancing more slowly than any expected, with underwhelming demand and supply side reactions leaving prices volatile and stocks brimming. Read More

topics: Charts, Charts of the Quarter, Energy Security Fact Pack, Fundamentals, Oil Demand, Oil market, Oil Prices, Oil Supply
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Autonomous Vehicles

Beyond Fuel Savings: Autonomous Vehicles to Reduce Drunk-Driving Deaths

Transportation services like Uber and Lyft are already reducing the number of deaths from drunk driving. Autonomous vehicles can accelerate this trend, and benefit the food and beverage industries in the process. Read More

topics: autonomous vehicles, Drunk Driving, Electric Vehicles, Fuel Demand, Lyft, Morgan Stanley, safety, Uber, Vehicle Safety
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Petropolitics

Uncertainties Loom Over Iran’s Petroleum Contract Despite Revisions

Although revisions to the Iran Petroleum Contract raise questions about the attractiveness of the country’s business climate for foreign companies, the approval represents a major step forward to opening Iran for business. Read More

topics: Bijan Zanganeh, Iran, Iran Deal, Iran Petroleum Contract, Lukoil, OPEC, Total
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Petropolitics

Libya: Internal Disruptions and Political Obstacles Preventing Resolution on Oil Production

An agreement struck with the militia that has been blockading Libya’s critical export terminals of Es Sider and Ras Lanuf could, if it holds, allow the nation to begin recouping its badly needed oil revenue. Read More

topics: Crude Oil Production, ISIS, Libya, OPEC, petropolitics
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Oil and the Economy

Rystad: DUCs Can Offset U.S. Production Declines through End of 2017

Rystad cautioned that bringing these wells online will depend on the right price signals, but in its analysis the vast majority of DUC wells are economical at as low as $28 per barrel. Read More

topics: DUCs, Fracking, Rystad, Shale, US oil and gas