The Fuse

Oil and the Economy

Economics

Oil-Producing Countries Could See Trillions in Revenue Losses From Energy Transition

Petrostates remain ill-prepared for the global energy transition, and could see a budgetary gap of $9 trillion over the next two decades. Read More

Economics

Report: Structural Bull Market For Commodities Coming

Underinvestment, fiscal stimulus and a weaker dollar could form the foundation for a commodity super-cycle. Read More

Economics

Energy Transition Picks Up Steam

China's plans to achieve net-zero carbon emissions by 2060 is the latest high-profile development in the shift away from fossil fuels. Read More

Economics

BP Joins Peak Demand Crowd

BP believes evolving policy, technological advances and COVID-19 mean peak oil demand will be reached in the 2020s—or has already happened. Read More

Economics

U.S. Losing Ground In CASE Race

The U.S. is lagging behind the rest of the world’s major auto markets in the transition to EVs. Read More

Economics

Oil Majors Hit By Major Write-Downs

Behind the billions of dollars in write-downs is a substantially gloomier assumption about the long-term trajectory of the oil market. Read More

U.S. Oil and Gas

Methane Crisis Needs Urgent Action

Slashing methane emissions from the oil and gas industry is one best and most urgent areas of climate action, according to a new report from the International Energy Agency. Read More

U.S. Oil and Gas

ConocoPhillips Doubles Down on Shale With $9.5 Billion Takeover of Shell’s Permian Assets

As the energy transition gathers pace, the strategies between the world's oil majors have begun to diverge. Read More

U.S. Oil and Gas

Delta Drags Down Oil, But Lack of New Supply Keeps Prices From Crashing

Oil prices have sunk as concerns grow about the Delta variant. Read More

U.S. Oil and Gas

Will Shale Drillers Return to Old Ways?

While U.S. shale has recovered from a brutal 2020, it remains to be seen how long it will stick to its "capital discipline" mantra. Read More

Oil and the Economy

OPEC+ Could Jump Into Action as Oil Prices Rise

OPEC+ is considering an increase in oil production as the global market tightens and prices rise – with some predicting a return to $100 oil. Read More

U.S. Oil and Gas

Biden Suspends Leases in ANWR, But Supports Other Arctic Drilling

ANWR leases have been suspended by the Biden administration, but new production will move forward in the NPR-A. Read More