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- What Happens When America's Power Grid Becomes a Last Resort?
- Saudi Aramco Offers Discounted Oil to Europe as Exports Recover
- 45,000 Nvidia Blackwell GPUs Cleared for Kazakhstan Data Center
- Oil Markets Brace for a New Iran Escalation After U.S. Midterms
- U.S. Military Eyes Nuclear Reactors to Survive 90 Days Without the Grid
- 18.4 TW by 2035: IRENA Raises Renewables Goal as Power Demand Climbs
- OPEC+ Set to Keep Oil Quotas Unchanged
- Iran Turns to Russia for Nuclear Power as IAEA Oversight Falters
- Investors From 119 Countries Pile Into Dangote’s Record Refinery IPO
- Ras Tanura Fire Follows Attacks on Aramco Offices and Near Shaybah Field
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- An error has occurred; the feed is probably down. Try again later.
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- 2nd Circuit Rejects Venezuela's Bid To Void $3B In Bonds
- Pomerantz Attys Accused Of Overbilling For Hawaii Utility Suit
- Justices Won't Nix Stay In La. Coastal Damages Suit
- Amazon Seeks Atty Emails Over Alleged Solar Asset Fraud
- DOJ Says US Can Ax NAACP Suit Over X.AI Pollution
- Mexican Builder Says CFE $26M Award Feud Isn't Over Yet
- Russia Can't Duck $5B Ukraine Energy Co. Award Suit
- Mawson Creditor Says $1.5M Bond Defeats Contempt Bid
- Conn. Town Appeals Loss In $11M Quarry Deal Coverage Case
- Mozambicans Can Stay Anonymous In $4.7B Ex-Im LNG Fight
***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- Baytex Energy started Buy at Jefferies as focus narrows to Canadian crude
- ProPetro Q3 2026 Earnings Preview
- Noble outlines 20% more contracted capacity in H2 2027 as backlog stands at $6.7B
- Noble drops after reporting wider Q3 loss as rigs switch between contracts
- Scorpio Tankers Q3 2026 Earnings Preview
- Phillips 66 Q3 preview: Can record refining results keep PSX’s rally alive?
- Hedge funds build most bearish bet on U.S. natural gas in over 6 years
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- Roar – EQT’s Range Resources Deal to Supercharge Inventory and Boost Midstream Opportunities
- Movin’ On – Fractionation, Storage and Exports Keep Permian NGLs Flowing
- Q3 2026 Earnings Calls: Dow Says Closures Will Lead to Petchem Recovery
- Long Time – Why Brownfield Projects Have an Edge in the Ongoing Gulf Coast Gas Storage Buildout
- Canadian Rig Counts: Oil Rigs Gain Two, Gas Rigs Unchanged
- U.S. Rig Count Unchanged at 603 for Second Week; Eagle Ford Leads Gains
- Q3 2026 Earnings Calls: Kinder Morgan Signs Data Centers and Utilities for the Next Wave of Demand-Pull Projects
- Q3 2026 Earnings Calls: Meta Boosts Capex to Support Muse AI Expansion
- Say Hello (Again), Wave Goodbye – Crescent Doubles Down in the Eagle Ford as Devon Heads for the Exit
- Q3 2026 Earnings Calls: Woodside to Reduce Investment in Beaumont New Ammonia
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- Can the diesel and jet fuel shortage be solved?
- Affordability, Not Scarcity, Is the Real Energy Crisis
- Why Oil Shortages May Bring Lower Prices–and Recession
- 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

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