The Fuse

Petropolitics

Demand

From NHTSA to NOPEC, Washington Faces Key Choices on Energy Security

The aim of the NOPEC legislation is to consider ways to take action to hold OPEC accountable for its anti-competitive behavior. Read More

OPEC/MENA

The Numbers Don’t Add Up: OPEC Sows More Confusion With Production Increase

OPEC fudges the details. Oil prices rose on Friday in reaction to OPEC's decision to increase output during the second half of the year. Analysts argue that the cartel's actions will not be sufficient to meet the markets' needs. Read More

OPEC/MENA

With or Without You: OPEC+ to Increase Supply Even if Iran Fails to Compromise

Market watchers are not sure Iran’s participation in an OPEC agreement is necessary. The Saudis are determined to increase supply, with or without Iran’s agreement. Read More

OPEC/MENA

Market Intervention: The Cause of, and Solution to, All Oil Supply Challenges

OPEC itself is responsible for disrupting the investment cycle and eliminating the inventory overhang in record time. Asking them to fix the problems they caused is the wrong approach. Read More

OPEC/MENA

Saudi Energy Minister: Global Oil Market Needs Increase of 1 Mbd

Global oil markets are in danger of seeing a large supply deficit in the second half of 2018, increasing the need for more OPEC supply. Read More

OPEC/MENA

OPEC Congratulates Itself as Members Clash Over Competing Interests

Given the group’s discord, it’s unclear if OPEC+ will sufficiently handle the current complex market situation, which is experiencing a number of fast-moving events, such as lost supply in Venezuela, Libya, and other producer nations. 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