At the request of the (Anchorage Municipal) Budget Advisory Commission, yesterday (November 5) I made a presentation on Alaska Fiscal Policy. When I was first asked to give the presentation the working title was “The need for implementing sustainable budgets.” Due to dramatic changes since then in the oil markets, however, by the time I gave it yesterday the title was “Alaska Fiscal Policy: Dealing with $90 $80 oil.” Continue reading
***Global Oil & Gas***
Oil & Gas Journal- An error has occurred; the feed is probably down. Try again later.
Fuel Fix
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Financial Times- An error has occurred; the feed is probably down. Try again later.
Oil Price.com- UK Inflation Set to Jump to 3.3% as Iran War Hits Petrol, Airfares, and Rent
- Air Canada Scraps Key U.S. Routes Amid High Fuel Prices
- Kazakhstan’s Water Crisis Is Emerging as a Major Threat to Economic Growth
- Gas Prices Dip Below $4 Per Gallon While Oil Prices Reverse Downtrend
- The U.S.-Iran Deal, The Deadline, and The $200 Per Barrel of Oil Question
- Kuwait Declares Force Majeure as U.S. Seizure of Iranian Ship Escalates Tensions
- Sanctions Relief Helps Fuel Russia’s War Machine as Oil Revenues Jump
- World’s Biggest Physical Oil Trader Warns of Months of Price Volatility
- India Allows More Russian Ship Insurance as Oil Imports from Moscow Soar
- Oil Prices Rally as U.S.-Iran Tensions Escalate
Oil Price.Net- Aramco's IPO and oil prices
- The battle for Libyan oil
- Waking into our new volatile age of oil prices
- 4 oil price predictions for 2019
- Saudi Arabia steps backwards despite high oil prices
- Iran tensions to send oil price past $150 - again
- Sanctions and oil prices
- Is Volatility in Oil Price on the Way, Again ?
- 5 Oil Price Predictions for 2018
- Stable oil prices herald sea change for Strategic Petroleum Reserve
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Rigzone
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LNG World News- European Commission approves German LNG terminal joint venture
- Wheatstone LNG’s second train 90 pct done
- Volvo Trucks North America to Launch LNG Engine
- Video: Saipem’s work on Ichthys LNG pipeline
- STX Finland and Viking Line Sign Agreement for Cruise Ferry
- Shells prelude flng to start production in 2017
- Nobles Colorado LNG facility moving forward
- Poland: PM Says Nord Stream Will Not Block Development of Polish Ports
- Israel: FLNG Import Terminal Gets Shipment
- India’s Gorgon Project to Supply Petronet’s Kochi LNG Terminal
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Law 360 Energy- Mich. AG Fights Approval Of DTE-Oracle Data Center Plan
- House Panel Probes Reports Of Missing, Killed Scientists
- White & Case Partner Moves To A&O Shearman In DC
- CIT Directs Commerce To Be More Specific On Korean Duty
- New Haynes Boone Atty In Houston Sees 'Venezuelan Spring'
- Ex-Rep. Didn't Fund Venezuelan Opposition, Accountant Says
- Oschadbank Kicks Off New Russia Claim Over Lost Assets
- Groups Say EPA Used Faulty Math In GHG Finding Repeal
- Norfolk Slams Investors' Cert. Bid In Rail Safety Claims Suit
- Exxon Rips Mass. AG For Greenwash 'Fishing Expedition'
***DC***
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***Finance & Corporate***
Seeking Alpha Energy- Hess Midstream, South Bow both cut to Sell at Goldman Sachs
- Sable Offshore in talks with U.S. government after California judge ruling leaves pipeline in limbo
- Eni, Repsol plan to start exporting Venezuelan gas by 2031 - Bloomberg
- Micron alone accounts for 51% of all S&P 500 EPS revisions since the war began: Goldman Sachs
- Western Midstream Partners raises dividend by 2.2% to $0.93
- Source Rock Royalties GAAP EPS of $0.006, revenue of $1.33M
- Phillips 66, Kinder Morgan advance Western Gateway pipeline
Petroleum Economist- An error has occurred; the feed is probably down. Try again later.
Oil & Gas Finance Journal
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***Blogs***
RBN Energy- I Need More – California Refinery Closures, Persian Gulf Issues Strain PADD 5 Product Supply
- Long Time Comin’ – Can Permian Gas Processing Capacity Keep Pace With Production Gains?
- U.S. Rig Count Slips Two to 543; Gulf of Mexico Loss Leads Declines
- Canadian Rig Counts - Gas Rig Count May Have Bottomed, Oil Rig Count Down By 6
- Trump Administration Could Spare Funding for Most Hydrogen Hubs: Report
- Greetings From Nashville – Nashville’s Growth Boom Could Have a Big Impact on Regional Fuel Supply
- Trump Administration Issues New Presidential Permits for Enbridge Pipelines
- New Low Reached for Permian Natural Gas Prices
- Enterprise Neches River Flex Train Loads First Cargo
- Temptation Eyes – Will Surging Cash Flows Tempt Still-Disciplined E&Ps to Ramp up Spending?
Forbes: Chris Helman’s Blog- An error has occurred; the feed is probably down. Try again later.
Platt’s Blog “The Barrel”- An error has occurred; the feed is probably down. Try again later.
Gail Tverberg’s Oil Blog- Losing the Iran War May Be the Best Outcome for the World
- A New Explanation for Tariffs and Bombings
- Understanding Deglobalization: The Role of Diesel and Jet Fuel
- 2026: Expect a very uneven world economic downturn
- Too many promises; too few future physical goods
- A lack of very cheap oil is leading to debt problems
- What has gone wrong with the economy? Can it be fixed?
- Sierra Club talk that may be of interest
- Why oil prices don’t rise to consistently high levels
- Worrying indications in recently updated world energy data
