The Fuse

Additional Articles

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Petropolitics

OPEC Cuts Output, Erasing Most of Surplus

While there is a long list of potential factors that could surprise the market in 2019, OPEC+ supply curbs create a tightening baseline that should lead to higher oil prices as the year wears on. Read More

topics: Canada, IEA, IMO, Iran, OPEC, Russia, Venezuela
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Autonomous Vehicles

Crosspost: Six Requirements for Growing and Scaling Autonomous Mobility

As we enter a period of autonomous vehicle pilot deployments, there are six requirements that will need to be addressed before the use of AVs can scale for consumer transportation and logistics. Read More

topics: Autonomous, Autonomous trucks, Self-Driving Cars
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Oil and the Economy

Oil Majors Boost Profits in 2018, Risks Loom

The oil majors have reported their best financial results in years, but they still face a litany of risks both in the near-term and in the years ahead. Read More

topics: BP, Chevron, Crude Oil Production, ExxonMobil, Royal Dutch Shell, Total
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Petropolitics

Eastern Med Gas: A Source of Excitement, And Tension

The Eastern Mediterranean has already become a significant source of natural gas production, but fully developing the region’s gas reserves, as well as finding ways to move that gas to market, has been extremely challenging. Read More

topics: Cyprus, EastMed, Egypt, Eni, ExxonMobil, Israel, jordan, Leviathan, LNG, Natural Gas, Tamar, Turkey, Zohr, Zohr gas field
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Energy Innovation

Are Americans Driving Older Cars or Just Leaving Them in the Driveway?

In their reasoning behind their recommendations for revising U.S. fuel economy standards, the EPA and NHTSA cite the rising age of the U.S. light-duty vehicle fleet. However, their analysis does not account for how often these vehicles are driven. Read More

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Petropolitics

Canada’s Oil Sector Squeezed Out By Infrastructure Woes

Intractable infrastructure problems caused Canada to miss out on the high prices that characterized much of 2018. A majority of Canadians now believe the lack of pipeline capacity has become a crisis as current supply lines are tapped out, storage facilities are at capacity and Alberta has instituted a production cut. Read More

topics: Alberta, Canada, Energy East, Pipeline Infrastructure, Pipelines, Trans Mountain, TransCanada, West Canadian Select
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Oil and the Economy

Is An Oil Supply Crunch Looming?

The dramatic slimming down over the past half-decade by the oil and gas industry has led to a steep drop off in spending, exploration and final investment decisions on new projects—raising the possibility of a supply crunch in the early 2020s. Read More

topics: Decade of Disorder, Demand Growth, IEA, Oil Production, Permian, Shale
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Petropolitics

In Venezuela, Maduro’s Grip Threatened as Oil Industry Breakdown Continues

Backed by a host of Latin American countries and the United States, Juan Guaido's declaration of himself as the legitimate president of Venezuela represents the sternest test Maduro has faced to his hold on power—and the oil market has already felt the effects. Read More

topics: Citgo, Guaido, Gulf of Mexico, Maduro, PDVSA, Venezuela
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Petropolitics

Analysts See OPEC+ Supply Cuts Balancing the Market in 2019

Despite a range of uncertainties looming over the oil market this year, there is a growing sense that OPEC+ might be able to succeed in balancing the market after all. Read More

topics: Iran, Iran Sanctions, OPEC, Saudi Arabia, Shale
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Energy Innovation

EV Sales: Waiting for the Inflection

National data shows 2018 EV sales are up 83 percent on 2017—but the realities facing the EV industry and oil's virtual monopoly on U.S. transportation fuels means the inflection point in transforming our transportation sector has yet to be reached. Read More

topics: BEV, Electric Vehicle Sales, Electric Vehicles, EV, EVs, GM, Hybrid Cars, IEA, PHEV, Plug-In Hybrid Vehicles, Tesla
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Oil and the Economy

U.S. Shale Taps Brakes With WTI Below $50

The outlook for oil prices in 2019 is highly uncertain, but the effects of low prices are starting to wear down the U.S. shale industry. Recent data from the Dallas Federal Reserve suggests a slowdown from the U.S. shale industry is already underway. Read More

topics: Capital expenditures, Fracking, Shale, Shale Decline Rates, WTI
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Oil and the Economy

The Oil Market’s Wild 2018 Ride Shows No Sign of Slowing in 2019

After oil's steep fall in the final weeks of 2018, a diverse array of factors means the rollercoaster is likely to continue in 2019 with forecasting prices proving to be equally hazardous. Read More

topics: Crude Oil, Crude Oil Production, Iran, Iran Deal, Iran Sanctions, Oil Price Bet, Oil Price Volatility
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Autonomous Vehicles

Autonomous Vehicles in 2019: Rise of Safety Assurance

From medicines to financial institutions, gaining public acceptance through safety assurance is critical. Responsible technology developers must learn to do the same for autonomous vehicles. Read More

topics: Autonomous, Autonomous cars, Autonomous Vehicle Policy, AV START, Cruise, Ford, GM, safety, Safety Regulations, Self-Driving Cars, Uber, Waymo
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Oil and the Economy

IEA’s WEO Presents Three Futures of World Oil Demand

Although supply-side dynamics have hogged the spotlight recently, world oil demand this year is expected to average over 100 Mbd—a symbolic benchmark that is more than 13 Mbd higher than it was a decade earlier. Read More

topics: EIA, Energy Demand, IEA, Oil Consumption, Paris
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Petropolitics

Despite Net Exporter Milestone, the U.S. is Still Tethered to OPEC Actions and Oil Market Realities

There may come a day when the U.S. is able to claim that OPEC is finally broken, but that day has yet to arrive. Read More

topics: Iran, Iran Sanctions, OPEC