The Fuse

Oil and the Economy

Economics

U.S. Losing Ground In CASE Race

The U.S. is lagging behind the rest of the world’s major auto markets in the transition to EVs. Read More

Economics

Oil Majors Hit By Major Write-Downs

Behind the billions of dollars in write-downs is a substantially gloomier assumption about the long-term trajectory of the oil market. Read More

Economics

Canada Faces Oil Shut Ins As Prices Drop Below $5

With a barrel of Canadian oil now cheaper than a pint of beer, producers have begun to shut in production. Read More

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

U.S. Oil and Gas

Natural Gas Prices Edge Higher on Weak Production, Shrinking Inventories

A cold snap has pushed up natural gas prices, but analysts thing slightly higher prices are here to stay. Read More

U.S. Oil and Gas

U.S. Set to Tighten Methane Rules as International Pressure Grows

The oil industry is now supporting U.S. federal methane regulations amid rising pressure from environmental groups, but also from investors and shareholders. Read More

U.S. Oil and Gas

Trump's Energy Dominance Retrospective

From energy dominance to COVID-19, how did the Trump administration affect energy policy? Read More

U.S. Oil and Gas

Georgia Elections Open Up Possibility for Energy and Climate Action

The results of the Georgia senate election upend the outlook for President-elect Biden, opening up a long list of opportunities on energy and climate-related issues. Read More

U.S. Oil and Gas

Record Price Surge for LNG, Ending Market Bust

LNG prices in northeast Asia are up more than 80 percent in just two weeks, capping off a wild bust-to-boom swing in a little over six months. Read More

U.S. Oil and Gas

U.S. Shale Activity Picks Up Even As Problems Remain

As continued OPEC curbs alongside a further hefty Saudi cut nudge WTI back above $50 per barrel, U.S. shale drillers have pulled back from the abyss. Read More