The Fuse

Oil and the Economy

Economics

China Drives Gas Consumption, U.S. Drives Supply

Together, Australia, Qatar, and the U.S. will account for 60 percent of global LNG capacity by 2023. Meanwhile, China will dominate demand growth going forward, importing increasing volumes of LNG to replace coal-fired electricity and coal-burning furnaces. Read More

Economics

A Return of Fuel Subsidies Follows Rise in Oil Prices

The return of fuel subsidies in several emerging market countries may keep oil demand growth on track, muting the price effect on consumer behavior. Read More

Economics

Permian Bottlenecks, Labor Constraints Force Shale Companies to Look Elsewhere

With the Permian possibly falling short of expectations, the U.S. shale boom may not be the panacea to keep prices relatively low at a time OPEC is restraining supply and geopolitical risks threaten more supply disruptions. Read More

Economics

China Races for Arctic Dominance

Unrestricted access to Arctic sea routes will further link China’s developing economy with some of the world's most advanced markets, including the United States, Canada, and Norway. Read More

Economics

Oil Industry Cautious Ahead of Mexican Presidential Election

The frontrunner in Mexico's upcoming election, Andres Manuel Lopez Obrador, fervently opposed the historic energy reforms when they were passed several years ago. Read More

Economics

U.S. Gasoline Spending on Pace to Surpass 2014 Levels

Consumers will spend more than $400 billion on motor fuel by the end of September on an annualized basis, up 36 percent from two years ago. Read More

Economics

Permian Bottlenecks, Labor Constraints Force Shale Companies to Look Elsewhere

With the Permian possibly falling short of expectations, the U.S. shale boom may not be the panacea to keep prices relatively low at a time OPEC is restraining supply and geopolitical risks threaten more supply disruptions. Read More

Economics

U.S. Gasoline Spending on Pace to Surpass 2014 Levels

Consumers will spend more than $400 billion on motor fuel by the end of September on an annualized basis, up 36 percent from two years ago. Read More

Economics

Higher LNG Prices Spur Interest in New Export Projects

Rising imports from China are helping to reduce the large surplus of supply, and LNG prices are rising again, marking an end to a several-year downturn in the market. Read More

Economics

U.S. Consumers Grapple With High Gasoline Prices Heading Into Summer Driving Season

American consumers plan to change their driving habits throughout the summer due to increased gasoline prices. Read More

Economics

Crosspost: Fuel Economy Decision Takes Center Stage as Prices Rise

Iran and the status of international sanctions on the country’s oil exports are one of the clearest indicators of the intrinsic links between U.S. oil dependence and foreign policy. Read More

Economics

How High Can Oil Prices Go?

Oil prices are currently underpinned by unplanned supply outages, OPEC manipulation, geopolitical uncertainty, limited spare capacity, rising demand, and speculative buying. Read More