This morning I spoke to the regular, every-other Thursday breakfast meeting of the Alaska Support Industry Alliance on A Way Forward on the Alaska Budget. The speech comes on the cusp of a dramatic next few weeks in the Legislature, as they come to grips with final state spending levels and grapple with how they are going to pay for them. The speech summarizes my views on how those issues should be resolved.
***Global Oil & Gas***
Oil & Gas Journal- An error has occurred; the feed is probably down. Try again later.
Fuel Fix
Tweets by fuelfixblog
Financial Times- An error has occurred; the feed is probably down. Try again later.
Oil Price.com- Big Oil Reconsiders Previously Unattractive Destinations
- AI Is Being Used to Fix Its Own Energy Problem
- Iran Makes Hormuz Passage a Case-by-Case Deal
- China’s Invisible Hand Is Distorting Global Oil Markets
- Middle East War Threatens Renewable Energy Rollout
- Electricity Industry Faces Risks from Three New Technologies
- Saudi Aramco Looks to Raise $10 Billion from Real Estate Asset Deal
- The Fuel Shortage That Could Reshape Global Trade
- Russia's Oil Revenues Surge $6.3 Billion as High Prices Offset Production Losses
- US Crude Oil, Gasoline Inventories Continue to Crash as Iran War Takes Its Toll
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
Oil & Gas 360- An error has occurred; the feed is probably down. Try again later.
Platt’s Oil News- An error has occurred; the feed is probably down. Try again later.
Rigzone
Tweets by rigzone
Platt’s Natural Gas News- An error has occurred; the feed is probably down. Try again later.
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
Upstream Online- An error has occurred; the feed is probably down. Try again later.
Offshore Energy- An error has occurred; the feed is probably down. Try again later.
Law 360 Energy- EV Station Builder Accused Of Masking Wages As Per Diem
- Latham Guides Geothermal Startup Fervo's Upsized $1.9B IPO
- The Biz Court Digest: Georgia Court Has Business On Its Mind
- Data Center Insurance Boom May Obscure Claims' Difficulty
- Canada Allocating Over $3.4M To Firms Hit By US Tariffs
- Indian Chromium Trioxide Facing Countervailing Duty
- DC Circ. Asked To Review EPA Incinerator Standards
- Race, ADHD Claims Led To Firing, Ex-Oil Co. Staffer Tells Jury
- Conn. Justices Order New Look At $17M Rate Dispute
- Feds Tell 9th Circ. They Have Last Word On Pipeline Restart
***DC***
E&E’s Greenwire- An error has occurred; the feed is probably down. Try again later.
Politico’s “Morning Energy”- An error has occurred; the feed is probably down. Try again later.
***Finance & Corporate***
Seeking Alpha Energy- Kodiak Gas Services launches $750M public offering of common stock
- BP to resume Whiting refinery labor talks with union next week
- Okeanis Eco Tankers GAAP EPS of $2.31 beats by $0.57, revenue of $170.2M beats by $34.89M
- Infinity Natural Resources outlines 2026 production of 345-375 MMcfe/d as it ramps Antero assets and midstream utilization
- NextDecade started Buy at Citi, on track to become top 4 U.S. LNG exporter
- Evolution Petroleum expects 23 wells online and 100 net BOE/d lift at TexMex in fiscal Q4
- Venture Global raised to Buy at Citi on 'meaningful torque in elevated margin environment'
Petroleum Economist- An error has occurred; the feed is probably down. Try again later.
Oil & Gas Finance Journal
Tweets by OGFJ
Energy & Environmental News PM- An error has occurred; the feed is probably down. Try again later.
***Blogs***
RBN Energy- Strange Days Indeed – In a Year of Change, Market Fundamentals Are Key to Understanding What Comes Next
- Imports of Venezuelan Crude Soar to Highest Level Since 2019
- Q1 2026 Earnings Calls: South Bow Says Strong Crude Demand Driving Pipeline Volumes
- U.S. Propane Inventories Build as Production Remains Strong
- Wake Me Up – Changing Dynamics Have the Northeast Gas Market Poised for a Reawakening
- VLGC Freight Rate to Japan Hits All-Time High
- Gulf Coast Crude Exports Hold Above 5 MMb/d for Fourth Straight Week
- U.S. LNG Feedgas Falls During Spring Maintenance
- How High? – Surge in U.S. Crude Exports Ups Estimates of What Gulf Coast Terminals Can Handle
- Q1 2026 Earnings Calls: Sempra Remains Bullish on North American LNG
Forbes: Chris Helman’s Blog- Texas Hotel Billionaire Set To Foreclose On Greenbrier Owner Senator Jim Justice
- This Dallas Billionaire Paid $289 Million For First Lien Debt On Sen. Jim Justice’s Greenbrier Resort
- Why The Hormuz Blockade Is Good For Peabody Energy
- Acclaimed Physicist And His Daughter Are Burying Tiny Nuclear Reactors A Mile Underground
- Why World Is On Verge Of Bigger Oil Shock Than 1973
- The Countries Most In Danger Of Running Out Of Oil
- The American LNG Billionaires Set To Cash In On War With Iran
- Oil Up 7% After Iran Attacks LNG Port And Tankers Near Strait Of Hormuz
- This Daring Developer Wants To Power America’s AI Future
- Meet The Billionaire Behind Private Company Giant Tricon Energy
Platt’s Blog “The Barrel”- An error has occurred; the feed is probably down. Try again later.
Gail Tverberg’s Oil Blog- China and US Trade Talks: A Solution for Oil Shortages?
- 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
