The Fuse

Petropolitics

OPEC/MENA

Iran’s New Port Project: Moving Past the Persian Gulf

Iran has announced a new oil pipeline project that would allow it to bypass the Strait of Hormuz Read More

OPEC/MENA

Oil Analysts See Stabilization and Higher Prices. But Risks Remain

A growing number of analysts argue that the worst is over for oil, but demand remains substantially lower. Read More

OPEC/MENA

OPEC+ Nears Extension, But Task Doesn’t Get Any Easier In Months Ahead

Oil prices have risen ahead of the next OPEC+ meeting, but OPEC-Russian coordination is far from assured. Read More

OPEC/MENA

Saudi Arabia Faces an Unprecedented Crisis

Oil's collapse must force a reckoning for Saudi Arabia, which has long relied on oil revenue to hold its economy together. Read More

OPEC/MENA

Iran and the Oil Price Crash: Will it Weather the Storm?

Ironically, the U.S. policy of economic pressure on Iran may turn a global catastrophe into a moment of opportunity Tehran hopes to exploit. Read More

OPEC/MENA

OPEC+ Reaches Historic Agreement, Still Falls Short

OPEC+ agreed to the largest cuts in history, but oil prices barely moved in response. 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