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
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Fuel Fix
- Oil leaders clash over fuel’s future at virtual CERAWeek dlvr.it/RtqkQ7 1 month ago
- Texas power company seeks bankruptcy protection after storm dlvr.it/RtlntB 1 month ago
- Oil powers ahead as critical OPEC+ meeting looms dlvr.it/RtlHxl 1 month ago
- Paxton sues Griddy, alleging deceptive practices during freeze dlvr.it/RtlHvD 1 month ago
- First virtual CERAWeek highlights diverse perspectives on energy transition dlvr.it/RtgJJ3 1 month ago
Financial Times
- The new North Sea players riding the wake of the retreating majors April 16, 2021
- Paris agreement spells ‘terminal decline’ for oil prices April 15, 2021
- US oil drillers ‘dying on the vine’ on funding drought April 15, 2021
- Oil companies are now a more complex foe for environmentalists April 15, 2021
- IEA lifts oil demand forecast as outlook turns ‘decidedly’ brighter April 14, 2021
Oil Price.com
- Renewables Dominate The Headlines, But Oil And Gas Remain King April 17, 2021
- Why Gasoline Prices Often Rise In Spring April 17, 2021
- Global Oil Demand Boosted By Strong Road Fuel Consumption April 17, 2021
- Are Bitcoin’s Environmental Risks Overblown? April 17, 2021
- China’s Shale Gas Industry Is Finally Taking Off April 17, 2021
Oil Price.Net
Oil & Gas 360
- U.S. rig count increased by 7 this week, at 439 April 16, 2021
- Weekly Gas Storage: Inventories increase by 61 Bcf April 15, 2021
- U.S. rig count increased by 2 this week, at 432 April 9, 2021
- Weekly Gas Storage: Inventories increase by 20 Bcf April 8, 2021
- Exclusive 360 Energy Expert Network Video Discussion: “Pioneer Energy’s ESG Solution for Well Pad Methane Emissions” April 5, 2021
Platt’s Oil News
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Rigzone
- BP struck oil offshore Louisiana this week. rigzone.com/news/bp_strike… #oilgas #OOTT #oilandgas #oilprice #energy… twitter.com/i/web/status/1… 18 hours ago
- Rig counts for the USA and Canada moved in opposite directions. rigzone.com/news/baker_hug… #oilgas #OOTT #oilandgas… twitter.com/i/web/status/1… 19 hours ago
- Coleman will step down from the board on April 19. #OOTT #oilgas #oil rigzone.com/news/woodside_… 1 day ago
- WTI and Brent edged downward Friday. #OOTT #oilgas #oilandgas #oilprice ow.ly/EO0N50EqMBg 1 day ago
- IEA, OPEC, and EIA provided bullish momentum. #OOTT #oilgas #oilandgas #energy ow.ly/OxkV50EqFwV 1 day ago
Platt’s Natural Gas News
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LNG World News
- In focus: Piecing together the energy transition puzzle April 16, 2021
- Petrobras has another go at leasing Bahia LNG facilities April 16, 2021
- World Bank: Ammonia, hydrogen are the most promising zero-carbon marine fuels April 16, 2021
- SEA-LNG: study affirms LNG cuts shipping GHG emissions April 16, 2021
- Tsuneishi unveiles new LNG-fueled Kamsarmax design April 16, 2021
Upstream Online
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Offshore Energy
- In focus: Piecing together the energy transition puzzle April 16, 2021
- Noble Corp. completes acquisition of Pacific Drilling April 16, 2021
- PXGEO 2 vessel mobilising for 4D marine seismic project April 16, 2021
- Equinor to use Seadrill rig for Norwegian Sea work April 16, 2021
- PXGEO buys Vyacheslav Tikhonov vessel from Polarcus April 16, 2021
Law 360 Energy
- Texas Justices Let Gas Co. Challenge Houston Propane Regs April 16, 2021
- Businessman Avoids Prison For Petroecuador Bribes April 16, 2021
- Hess Can Pursue Bid To Offset NJ Refinery Damages April 16, 2021
- Calif. Gets Pala Band's Fuel Tax Challenge Tossed April 16, 2021
- 10th Circ. Affirms Award In Gold Mine Control Fight April 16, 2021
***DC***
E&E’s Greenwire
- INTERIOR: Haaland revokes Trump-era orders, creates Climate Task Force April 16, 2021
- ENVIRONMENTAL JUSTICE: EPA brings equity agenda to struggling sewage systems April 16, 2021
- PUBLIC LANDS: An abacus for 30x30 acreage? USGS is counting on it April 16, 2021
- AIR POLLUTION: EPA advances plan to regulate possible carcinogen April 16, 2021
- ADVOCACY: Brewers urge EPA to ditch Trump water rules April 16, 2021
Politico’s “Morning Energy”
- Democrats at a crossroads on infrastructure April 16, 2021
- Biden tries to rally global leaders April 15, 2021
- Kerry heads to China April 14, 2021
- Kerry goes to China April 13, 2021
- EPA's water justice plan April 12, 2021
***Finance & Corporate***
Seeking Alpha Energy
- North Carolina regulator approves Duke Energy rate hike, settlement April 16, 2021
- Nat gas hits five-week high amid record LNG exports April 16, 2021
- Oil slips but scores 6% weekly rise; energy names mostly in the red April 16, 2021
- EOG Resources expects $367M Q1 loss on mark-to-market April 16, 2021
- Seeking Alpha Catalyst Watch April 16, 2021
Petroleum Economist
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Oil & Gas Finance Journal
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- I just picked up free graphics for my stream - twitchoverlay.com/downloads/star… via @TwitchOverlay 2 years ago
- Register for the free Aug. 3 Oil & Gas Journal Midyear Forecast webcast. Editors will discuss geopolitical,… twitter.com/i/web/status/1… 2 years ago
- Miss #energy #finance content? Join @OGJOnline editors at Oil & Gas Community! bit.ly/2uSS5en Find, learn,… twitter.com/i/web/status/1… 2 years ago
Energy & Environmental News PM
- NOMINATIONS: Biden picks USDA climate adviser for top policy job April 16, 2021
- PUBLIC LANDS: Senate Dems press Biden to undo 'unlawful' monument cuts April 16, 2021
- CLIMATE: House Republicans call for renegotiated Paris Agreement April 16, 2021
- ENDANGERED SPECIES: Whooping cranes nest in Texas for 1st time in a long time April 16, 2021
***Blogs***
RBN Energy
- Don't Let Go - Reducing Intentional Releases of Natural Gas Spurred by ESG Objectives, Regulations
- I Want You to (Refine) Me - Canadian Refiners Adapt to Changes in North American Market
- All Summer Long - Less Gas Available For Canadian Gas Storage Injection This Summer
- Such Great Heights, Part 2 - U.S. LNG Outlook: Feedgas Demand Headed to 12 Bcf/d in Late 2021
- Don't You (Forget About Me), Part 3 - Patoka Crude Oil Terminals and Outbound Pipelines
Forbes: Chris Helman’s Blog
- Tax Attorney Facing Prison For Allegedly Helping Billionaires Robert Smith And Bob Brockman Dodge The IRS April 16, 2021 Christopher Helman, Forbes Staff
- Billionaire Reveals His ‘Secret’ To Beating China At Manufacturing April 16, 2021 Christopher Helman, Forbes Staff
- Why The Shale-Fracking Rice Brothers Are Betting Their SPAC On Zero-Carbon Landfill Gas April 8, 2021 Christopher Helman, Forbes Staff
- For $6.4 Billion, These Two Young Tycoons Just Sold Their Oil Company To Pioneer Natural Resources April 2, 2021 Christopher Helman, Forbes Staff
- Offshore Wind Will Win If Biden Infrastructure Plan Passes — Here’s Some Stocks That Could Benefit From A Boom March 31, 2021 Christopher Helman, Forbes Staff
Platt’s Blog “The Barrel”
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Gail Tverberg’s Oil Blog
- We can’t expect COVID-19 to go away; we should plan accordingly April 11, 2021
- Headed for a Collapsing Debt Bubble March 20, 2021
- Why Collapse Occurs; Why It May Not Be Far Away February 25, 2021
- Where Energy Modeling Goes Wrong February 4, 2021
- 2021: More troubles likely January 12, 2021
Thanks for speaking at our breakfast this morning.
Reed Christensen
Current Alliance Treasurer
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