The Fuse

Petropolitics

OPEC/MENA

Iran’s Oil Flow Holds Ground in Syria As Market Share Lost to Battling OPEC Members

While other countries have turned away, Syria has become a key destination for Iranian oil under U.S. sanctions.  Read More

OPEC/MENA

OPEC and Russia Start Price War

Amid a price war, a global pandemic and shrinking oil demand, there is little hope for oil to rebound in the short term. Read More

OPEC/MENA

Will OPEC+ Cut Again? Will It Be Enough?

As the coronavirus continues to hit oil demand, pressure has grown on OPEC+ to respond. Read More

OPEC/MENA

Coronavirus: Another Factor Exposing Risks to Iraq's Oil-based Economy

The coronavirus's chilling effect on global oil demand is exposing the frailties in Iraq's oil-based economy. Read More

OPEC/MENA

Oil Sinks As U.S. and Iran Step Back from Brink of War

The supply risk is far from over despite de-escalating Iran-U.S. tensions, but the price retreat reflects a world still awash in oil. Read More

OPEC/MENA

Aramco IPO Concerns Linger As Value Hits $2 Trillion

From transparency to value, the problems facing Aramco's IPO will likely to continue to dog Riyadh as it tries to cement Aramco as the world's most valuable company. 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