The Fuse

Petropolitics

OPEC/MENA

Oil Prices Rise, OPEC+ Faces Decision

As oil prices jump to 13-month highs, OPEC+ has opportunity to unwind its deep production cuts. Read More

OPEC/MENA

How One Power Plant Reveals the Risks of Using Iraqi Fuel Oil in Lebanon

Lebanon's electric sector reform remains on hold as it explores using Iraqi high sulfur fuel oil in its aging power plants. Read More

OPEC/MENA

Can a Post-Sanctions Iran Recapture Its Oil Market Share From Iraq?

As Iran anticipates a lifting of sanctions, it will return to a very different oil market where Iraq has filled the vacuum. Read More

OPEC/MENA

OPEC+ Agrees to Ease Cuts Slightly

Amid internal discord and budget pressures, OPEC+ has reportedly agreed to incremental production increases and monthly monitoring. Read More

OPEC/MENA

OPEC+ May Be Forced to Delay Easing Production Cuts

The latest COVID-19 wave could force the group to extend the cuts once again. Read More

OPEC/MENA

OPEC+ Faces Difficult Decisions as Market Fails to Tighten

Even after historic cuts, lower demand means the oil market is still under pressure. Read More

OPEC/MENA

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

OPEC/MENA

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

Petropolitics

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

OPEC/MENA

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

Petropolitics

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