The Fuse

Petropolitics

OPEC/MENA

A Constitutional Appointment: Isabel dos Santos and the Battle for Angola’s Oil

The myriad issues that Angola is struggling with right now, including declining production and weak prices, reflect the challenges ahead for Isabel dos Santos and the country’s oil industry. Read More

OPEC/MENA

OPEC Market Share Battle Moves Downstream

Sharp growth in the downstream sector could simply shift the gigantic surplus of crude to the refined products market, undermining profit margins in all regions. Read More

OPEC/MENA

OPEC Cuts, Higher Prices Will Not Be Enough to Revive Algeria’s Energy Sector

Algeria's president has called for the country to combat the “hegemony of fuel” in light of recent economic devastation. Read More

Economics

CERAWeek: A Short List of Contradictions

Although the world is still in the midst of a seemingly perpetual glut, does a supply gap loom? Is peak oil demand imminent? Why is OPEC praising shale and meeting with hedge funds? Read More

OPEC/MENA

A Kingpin’s View of OPEC Compliance

Between now and OPEC's next meeting in May, much more must be done in order to make sure the cuts are fairly distributed, slackers come around, and non-OPEC members stick to the deal. Read More

OPEC/MENA

Will OPEC’s Production Cut Delay the Neutral Zone’s Return?

If there is an extension of the OPEC cut in May, then a re-start date for the Neutral Zone would likely be pushed to Q4 2017 or into 2018 as a result of a lack of short-term benefits for Kuwait and Saudi Arabia. Read More

Petropolitics

For Europe, Even Modest Supplies of U.S. LNG Will Transform Relationship with Gazprom

Russia has the means and determination to hold onto its gas market in Europe, but in doing so, will be forced to give up much of its leverage over pricing and the way contracts are written. Read More

OPEC/MENA

Oil Sits at Center of Next President’s Foreign Policy Challenges

With international events happening at a quick pace and relationships with allies and enemies in flux, the next president will have a long list of foreign policy challenges, with major oil-producing countries as top concerns. Read More

OPEC/MENA

Panama Papers Perfectly Exemplify Exploitation of Wealth and Power in Petro States

The Panama Papers are another reminder of the extreme wealth, corruption, and opaqueness that is common to leadership in so many oil producing countries. Read More

Petropolitics

Amid Talks of Production “Freeze,” Russian Oil Already Facing Decline

Russia's oil industry has hit a post-Soviet record, but it lacks access to the investment capital it needs to maintain output. Read More

OPEC/MENA

Capitol Crude: The Hazards of Islamic State Oil

Cross Post: I joined Platts reporters Herman Wang and Brian Scheid to discuss ISIS oil operations, revenues and exports; we also touch on bigger questions like whether or not international prices impact the ISIS market. Read More

Economics

Energy Security Lessons from House of Cards

Compared to other storylines in House of Cards, the energy subplot is not completely out of the realm of possibility. It wasn’t all that long ago the U.S. and global oil markets were in a crisis, with producer countries having outsized power. Read More