The Fuse

Oil and the Economy

Economics

The Return of “Peak Demand?” What the Future May Hold for Global Oil

As Coronavirus reignites the global oil demand debate, near-term problems have brought back concerns about the long-term viability of oil and gas. Read More

Economics

Softer Fed Stance Signals Growing Economic Concerns

Looser monetary policy would help commodity markets, but the Fed’s softening line also highlights the growing fear of an economic slowdown. Read More

Economics

LNG Supply Tightness in 2020s, But Glut Today

LNG prices are set to tumble as a raft of new projects come online, but a tighter market is expected in the 2020s as project developers face questions on the next tranche of export projects. Read More

Demand

Shipping Industry Remains Unprepared for New Sulfur Rules

Bank of America Merrill Lynch cited the IMO regulations as one of three major factors—along with Iran sanctions and pipeline bottlenecks facing U.S. shale—that could contribute to an oil price spike “akin to the one observed in 2008.” Read More

Economics

Keep the Car Running: Transportation Costs Hit Indie Musicians

Artists may suffer a number of setbacks as a result of rising fuel prices, particularly independent musicians whose livelihoods are made on the road. Read More

Economics

Battle Between Ethanol and Refiners Reaches Stalemate

The current zero-sum battle between corn states and the biofuels industry and oil refiners is not new, but it has exploded into a fierce fight over the past year as the EPA cracked open the door to a weakening of the RFS. Read More

U.S. Oil and Gas

U.S. Shale Industry Sees Bankruptcies and Consolidation

Low oil prices and high-profile deals point to a shift toward consolidation in the U.S. oil industry. Read More

U.S. Oil and Gas

Oil Downturn Rocks State Budgets

U.S. state governments dependent on oil and gas revenues face a fiscal crunch as COVID-19 hits production. Read More

U.S. Oil and Gas

Shale Faces Both Financial and Operational Problems

The oil market is close to rebalancing, and one big factor has been the steep decline in U.S. shale production. Read More

U.S. Oil and Gas

Problems for the Bakken Begin to Mount

The Dakota Access pipeline shutdown could remove 570,000 barrels per day of takeaway capacity from the Bakken shale formation. Read More

U.S. Oil and Gas

Shale May Not Recover From Pandemic

With global demand perhaps permanently scarred from the pandemic, the U.S. oil industry may have already peaked. Read More

U.S. Oil and Gas

U.S. Shale Succumbs to Debt

A tighter market could help shale bounce back, but the heady days of aggressive growth-at-all-costs drilling are long gone. Read More