The Fuse

Petropolitics

OPEC/MENA

Protests at the Pump: Unpacking Iran’s Oil Woes and the Gasoline Protests

Iranian protests against steep gasoline price hikes shows the government is struggling to balance its budget as oil exports decline. Read More

OPEC/MENA

OPEC's Perennial Rebalancing Act

OPEC+ might have to extend its cuts when the group meets next month, but the pain in the U.S. shale industry may make its long-term task easier. Read More

OPEC/MENA

OPEC+ With Plenty To Chew On Ahead Of December Meeting

Slowing growth in both Persian Gulf economies and U.S. oil production gives OPEC+ plenty to think about when they discuss output cuts in early December. Read More

OPEC/MENA

“Take the Oil:” How the U.S. Plan in Syria Could Backfire

The President's plan to secure Syrian oil threatens to further complicate an already difficult situation Read More

OPEC/MENA

A New Tanker War? Understanding Rising Violence on the High Seas

A sustained campaign on tanker traffic could have significant consequences for the security of the energy shipping lanes. Read More

OPEC/MENA

After the Shock: How to Interpret Oil Post-Abqaiq

The immediate impact of Abqaiq may have been minor, but the long-term lessons from this incident are bound to become more clear with time. Read More

OPEC/MENA

OPEC: New and Improved?

Smaller producers are eager to work with OPEC or join the cartel in an effort to boost their reputation, amplify their market clout, and gather research, information, and resources to attract investment. Read More

OPEC/MENA

Petrostates, International Soccer, and Soft Power

Major oil producing countries, and wealthy individuals in certain petrostates, have injected billions of dollars into soccer clubs, mostly in European leagues, and their reach is spreading in an attempt to promote their “soft power.” Read More

Petropolitics

Polish Refinery’s Imports of U.S. Crude Send Strong Signal to Moscow

With purchases of U.S. crude, European countries are able to reduce Russia’s leverage and force Moscow to negotiate and be more cooperative. Read More

OPEC/MENA

Saudi Arabia and Russia Deepen Energy Ties, Set to Continue Oil Market ‘Cooperation’

Saudi Arabia and Russia successfully collaborating on tightening fundamentals and lifting prices, if it continues, will likely have large ramifications for the global oil market in the future, given that both are in a position of strength with high production volumes and large proven reserves. Read More

Oil and the Economy

U.S. LNG Arrives in Europe, Set to Compete With Russian Gas

While U.S. LNG will play second fiddle to pipeline gas from Russia in the European market, the mere fact that Gazprom has granted pricing concessions is a sign that Europe's LNG imports are having a significant effect. Read More

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