The Fuse

Petropolitics

OPEC/MENA

After the Shock: How to Interpret Oil Post-Abqaiq

The immediate impact of Abqaiq may have been minor, but the long-term lessons from this incident are bound to become more clear with time. Read More

OPEC/MENA

After Abqaiq, Major Questions About Security of Supply

After the Abqaiq attacks, some analysts believe the market is overlooking rising geopolitical risk. Read More

OPEC/MENA

A New Hand on the Wheel: Changes in the Saudi Energy Leadership

Saudi Arabia's third oil minister in three years, Prince Abdulaziz bin Salman will be tasked with delivering Saudi Aramco's IPO Read More

OPEC/MENA

Supply Surplus Puts OPEC+ in a Bind

OPEC has few choices at its disposal to manage the swelling oil market surplus, most of which are unpalatable. Read More

OPEC/MENA

Tepid Response to Persian Gulf Instability Highlights—and Masks—Bigger Problems

Weaker demand has allowed traders to shrug off recent events in the Persian Gulf. But a belief that a return to the days of the tanker war is unlikely may be misplaced. Read More

OPEC/MENA

OPEC+ Extends Cuts For 9 Months, But Risks Remain

While the result from Vienna is ostensibly a success, there are obvious cracks in OPEC’s cohesion, as well as in its strategy to tighten up the market. 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