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
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Financial Times- An error has occurred; the feed is probably down. Try again later.
Oil Price.com- Trump Bombs Iran’s Kharg Island and Threatens to Hit Oil Exports
- Big Tech's Push to Make Electricity Cheaper
- How a Texas Oil Belt Became America's Next Lithium Frontier
- The Myth of the Oil Glut Is Dead
- Bank of America: Sell Oil Above $100
- The World’s Biggest Oil Supply Shock Is Now Unfolding
- China’s Sinopec to Slash Refinery Rates amid Crude Supply Shock
- US Drillers Add Oil, Gas Rigs As Brent Tops $100 For First Time in Years
- Iran Doesn’t Need a Navy to Threaten Global Oil Supply
- Hormuz Crisis Forces Massive Saudi Oil Shut-In
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
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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- Trump Orders Restart Of Calif. Coast Oil Operations
- How The Iran War Has Snarled Global Oil & Gas Shipping
- Colo. Recycling Law Faces Challenge From Lubricant Group
- Ethanol Giant Raizen Seeks US Nod For $12B Brazil Reorg
- C3.ai Investor Suit Over IPO Claims Gets Final Trim
- Texas Justices Overturn $26M Equinor Verdict
- Feds Ordered To Reinstate $14M In Eliminated 'DEI' Grants
- Iroquois Pipeline Expansion Fight Is Too Early, Judge Says
- Risk Disclosure Lessons For AI Cos. From Dot-Com Era
- Tesla Asks 9th Circ. To Decertify Self-Driving False Ad Class
***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- UAE oil hub suspends some operations after drone attack and fire
- U.S. hits military targets on Iran's Kharg Island; Trump says oil infrastructure avoided for now
- Trump administration says Sable Offshore can resume California oil operations
- Cameco slumps as Trump administration reportedly courts Westinghouse rivals in nuclear talks
- Oil price surge will have muted impact on U.S. economy – Torsten Slok
- U.S. drilling count gains for second straight week, says Baker Hughes
- Recon Technology reports 1H results
Petroleum Economist- An error has occurred; the feed is probably down. Try again later.
Oil & Gas Finance Journal
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Energy & Environmental News PM- An error has occurred; the feed is probably down. Try again later.
***Blogs***
RBN Energy- Two Sides of the Coin – U.S. E&Ps Increasingly See LNG as Way to Get a Piece of the Arbitrage Pie
- U.S. Rig Count Up Two to 553: Offshore Gains Lead Additions
- North Dakota Judge Voids CO2 Storage Permit for Summit Carbon Solutions Project
- Where She Goes – How Gulf Coast Refiners and Their Partners Move Refined Products to Mexico
- Trump Administration Considers 30-Day Waiver of Jones Act
- Growing Sideways – E15 Plays Role in Summer Gasoline Debate, But Does Little to Boost Ethanol Demand
- Crude Cushion: IEA Announces Record 400 MMbbl Release as Hormuz Flows Remain Blocked
- PADD 1 Propane Supply Remains Tight as U.S. Inventories Draw and Exports Rise
- Turn Me Loose – How Canadian Crude Oil Export Capacity Has Struggled to Keep Up With Production
- Golden Pass Nears First LNG Cargo
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- 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
- What should individuals do in a world filled with conflict?

Thanks for speaking at our breakfast this morning.
Reed Christensen
Current Alliance Treasurer
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