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.
If fundamentals weaken and oil market sentiment shifts, a sharp price correction is likely once investors liquidate their long positions.
While consumers are expected to warm to self-driving vehicles over time, the auto industry has adapted quickly, embracing autonomous technology and driving innovation.
What gets overlooked sometimes in the discussion on U.S. crude exports is that the country is still importing more than 8 million barrels per day.
Amid the push among cities to reduce emissions and the impetus to lower costs for fuel, the electrification of the bus fleet is set continue, even if the U.S. may take a while to catch other economies, most notably China.
The reasons for the positive demand revisions come from every region of the global oil market, with stronger economic activity the main reason for the more optimistic outlook.
The oil industry opposed the disclosure requirements, arguing that the rules are onerous and costly while putting American companies at a disadvantage in the international market.
There’s growing evidence of the natural link between autonomous and electric vehicles.
Ford's $1 billion investment in a tech start-up reflects the company's commitment to autonomous vehicles and its attempts to catch up to others in the space, particularly Google and Tesla.
SAFE's Fact Pack summary for Q4 looks at recent trends in oil market fundamentals and transportation while also focusing on how American innovation can help job growth in the transportation and domestic energy sectors, a key development that will lessen the country’s dependence on OPEC imports.