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- UAE's Biggest Gas Plant Forced Offline for Second Time Since War Began
- Trump Threatens to Expand Iran Strikes as War Escalates
- India Passes on Iranian Oil as Sanctioned Tanker Redirects to China
- Three Oil Shocks Redrawing the Geopolitical Energy Map
- Trump’s Contradictions on Iran Rattle Both Markets and Allies
- Oil Rally Accelerates as Traders Price in Real Supply Disruption
- China Sets 2029 Deadline to Shut Down Outdated Petrochemical Plants
- Canada’s Synthetic Crude Soars 200% as War Chokes Diesel Supply
- JP Morgan Sees $150 Oil if Hormuz Remains Closed Through Mid-May
- Europe Braces for Prolonged Energy Crisis as Supplies Tighten
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- Clean Energy Tax Credits Could Gain Ground In Tax Planning
- Power Co. Claims Ex-Worker At Rival Copied More Than 1,100 Files
- California Agency Wants SunPower Tax Issue Out Of Ch. 11
- Feds Say Clean Air Act Nullifies Calif. Truck Emissions Regs
- Trump Orders 100% Pharma Tariff, Modifies Metals Duties
- Ownership Limbo Spurs Stay Bid In $380M PetroSaudi Fight
- Property Co. Not Liable To Investors In $40M Fraud Suit
- Groups Say Feds' Gulf Species Exemption Flouted Process
- Amazon Mulls $9B Globalstar Buy, Plus More Rumors
- 1st Circ. Backs Bribe Sentences For Brothers Turned 'Crooks'
***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- Top 10 small-cap energy stocks ranked by dividend yield
- U.S. crude oil posts largest one-day dollar gain in six years after Trump's hawkish Iran speech
- Italy to get LNG from QatarEnergy-Exxon's Golden Pass JV starting in June - Reuters
- Weatherford proposes redomestication to U.S., Texas as legal domicile
- Kimbell Royalty Partners raised on compelling yield opportunity; Expand Energy cut at KeyBanc
- Touchstone Exploration Inc. GAAP EPS of $0.04, revenue of $11M
- Energy soars as the strongest S&P 500 sector in Q2
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- Roundabout – More Canadian Heavy Crude Is Heading South – Likely Via the Rockies - Encore
- Win, Lose or Draw – Comparing Data Center Development Drivers Across Key States
- U.S. Rig Count Rebounds Five to 548; Eagle Ford Leads Recovery
- Save Room – More Natural Gas Storage Capacity Planned to Serve Gulf Coast LNG and Power Facilities
- U.S. Propane Inventories Climb, Led by Gulf Coast Builds
- Turn Me Loose – Where Western Canadian Crude Oil Goes and How it Gets There
- Suncor Energy Plans to Replace Base Mine Volumes With New SAGD Capacity in 2030s
- Haynesville Production Strengthens
- U.S. Propane-to-WTI Crude Ratio Falls to Multi-Month Low
- Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products
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

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