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- Russia Extends Diesel Export Ban Through October
- U.S. Oil Inventories Edge Lower as Fuel Demand Softens
- TTF Gas Hits $92.95 as Gulf Tensions Weigh on Energy Markets
- Sweeping Russia-Iran Sanctions Bill Advances Toward House Vote
- Germany Weighs Market Incentives to Boost Record Low Gas Storage Level
- U.S. Investigates Suspected Cyber Attacks on Texas-Bound Tankers
- Japan’s Top LNG Buyer to Sell Excess Gas in Global Markets
- Saudi Arabia Pivots to Spot Oil Sales After Key Pipeline Goes Offline
- Japanese Refiners Rush for Oman Crude After Saudi Pipeline Shutdown
- Japan’s Oil Import Bill Soars 59% as Trade Deficit Deepens
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- DOJ Says Fed Law Preempt Colo., Denver Efficiency Mandates
- Alaska Judge Defers To Army Corps In Gold Mine Permit Row
- 4th Circ. Probes Party Standing Over FERC Grid Planning Rule
- Feds Seek $61M In Crypto From Iranian Military Oil Sales
- AG Pushes Data Center Rates To Protect NC Customers
- Feds Fight Ex-Fla. Rep's Bid For Time Served In FARA Case
- Attorney Escapes $12M Unlawful Tax Strategy Suit In Colo.
- 5th Circ. Ruling Hints At Loper Bright's Effect On OSHA Suits
- Foley Adds Corporate Ace From Gibson Dunn In Houston
- Trade Court Upholds Commerce's New Mexican Pipe Duty Test
***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- Hafnia to buy 4.5M TORM shares, lifting stake above 18%
- Equinor plans LNG supply expansion to 10M-15M tons/year to meet surging global demand
- Crude inventory falls by 0.6M barrels for the week ended September 11 – EIA
- Gibson Energy renews normal course issuer bid to repurchase up to 7.25M shares
- Plains All American to buy Silver Creek Powder River Basin assets in $585M deal
- PEDEVCO wins bid for 5,678 net acres in Wyoming for $5.9M
- Chord Energy to sell Marcellus gas assets to POSCO International in $550M deal
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- Can’t Buy Me Love — E&Ps Favor Shareholders as Balance Sheets Strengthen
- Pink Pony Club – Enbridge Saddles Up for Expanded Crude Service With Pony Express Acquisition
- U.S. LNG Terminals Increase Toward Winter Levels
- Basket Case – With U.S. Refiners Already Running Hard, Relief on Diesel Remains Elusive
- Gas Processing Frac Spread Soars to 2.5 Year High
- Double Shot – Summit’s Double E Expansion
- U.S. Rig Count Up Three to 591; Bakken Leads Gains With Unexpected Five-Rig Jump
- Canadian Rig Counts: Two Gas Rigs Added, Oil Rig Count Unchanged
- Slow Your Roll – Higher Cash Flows, Sunnier Outlook Not Yet Reflected in Expanded E&P Investment
- School of Energy 2026: Global Turmoil Drives Buyers Toward Lower-Cost U.S. Energy
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- 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
- What has gone wrong with the economy? Can it be fixed?

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