The Fuse



Perry Meets with Russian and Saudi Energy Ministers to Blunt Impact of Iran Sanctions on Oil Markets

Renewed Iran sanctions will coincide with election season, granting Russia and Saudi Arabia leverage in negotiations with the United States. Read More

Energy Innovation

U.S. Crude Oil Production Reaches 11 Mbd Historic High

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


Iran’s Sanction-Busting Playbook is Weak

Tehran has limited options to dodge sanctions, most of which are a redux of its 2012 strategy. Read More


Iraqi Oil After the May Elections

The unexpected outcome of Iraq's recent parliamentary elections has sweeping implications for the country's agreements with international oil companies and OPEC. Read More


Iran & Russia’s Zombie Oil Deal Won’t Die

Iran and Russia's scaled-down agreement faces long odds, but isn't dead yet. Read More


No Surprises: Analysts Say Oil May Hit $150   

It’s not inevitable that oil prices will hit $150, but there should be no surprises if they rally to that level, or higher. Read More


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


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


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


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


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