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- Iran Moves to Tap Key Asian Markets as U.S. Waives Oil Sanctions
- India Boosts U.S. LPG Imports to Record High
- Europe’s EV Boom Accelerates as Chinese Brands Gain Ground
- UK Has Enough Electricity for Winter Despite Energy Market Turmoil
- Oil Prices Continue to Slide as Peace Talks Progress
- How Many Barrels of Oil Do AI Data Centers Consume on a Daily Basis?
- Half-Open, Half-Closed Strait of Hormuz Baffles Oil Markets
- Global EV Industry Faces Outsized Risk From Cobalt Supply Disruptions
- The Hormuz Threat Oil Markets Are Ignoring
- Denmark and Germany Launch Europe’s First Hydrogen Superhighway
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- Md. Voters Can't Weigh In On Data Center Zone, Judge Rules
- CFTC Seeks Input On Energy Perpetual Contracts, 24/7 Trading
- Marathon, BP Accused Of Using Algorithm To Fix Gas Prices
- 3 IPOs Could Raise $791M Combined As Listings Surge
- TerraForm Attys Get $23M Fee In Brookfield Settlement
- 'Campaign Of Hostility': Calif. Sues Trump EPA Over Waivers
- Responding To US Labeling Brazilian Gangs As Terrorist Orgs
- State Telecom Roundup: Before Disaster Strikes
- US Silicon Co. Accuses Chinese Biz Of Copying Anode Tech
- Treasure Hunter Betrayed By Financial Backer, Court Hears
***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- Western Midstream Partners unit prices $700M senior notes
- Western Midstream Partners unit prices $700M senior notes offering
- California group sues gas station owners for allegedly using AI to boost prices
- Crude oil adds to losses on potential progress in U.S.-Iran talks
- CVR Energy, CVR Partners CFO Neumann to become President/CEO; Pytosh departs
- Primoris Services plunges after cutting guidance on renewables cost overruns; COO departs
- Top Seacor Marine shareholder pushes board to sell fleet operator
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- Movin’ Out – Plans to Move More Marcellus/Utica Gas to the Midwest, Mid-South and Deep South
- Open Season – Key Step Can Help Gas Pipelines Boost Regulatory Certainty, Limit Court Challenges
- Gulf Coast Express Expansion Ends Waha’s Negative Streak
- Maps, Encore Edition – From Producing Basins to Export Facilities, Our New NGL Infrastructure Map Lays It All Out
- AirPlant One, First U.S. Facility to Produce Sustainable Aviation Fuel at Commercial Scale, Comes Online
- Canadian Rig Count: Oil Rigs Up Eight, Gas Rigs Down Two
- World in Changes – E&P Allocation Shifts to Debt Repayment, Deals as Cash Flows Grow in Q1 2026
- U.S. Rig Count Up One to 563; Niobrara Posts Week's Only Change
- Blankets – FERC Starts a Process to Expand Blanket Gas Pipeline Authorizations
- U.S. Propane Stocks Build While Exports Pull Back
Forbes: Chris Helman’s Blog- Meet The Staffing Billionaire Who Just Won The Republican Gubernatorial Runoff In Georgia
- What’s Behind Tilman Fertitta’s $18 Billion Bet On Caesars Entertainment
- Legendary Texas Wildcatter’s Granddaughter Makes Energy’s Riskiest Bet
- Texas Hotel Billionaire Set To Foreclose On Greenbrier Owner Senator Jim Justice
- This Dallas Billionaire Paid $289 Million For First Lien Debt On Sen. Jim Justice’s Greenbrier Resort
- Why The Hormuz Blockade Is Good For Peabody Energy
- Acclaimed Physicist And His Daughter Are Burying Tiny Nuclear Reactors A Mile Underground
- Why World Is On Verge Of Bigger Oil Shock Than 1973
- Meet The Billionaire Behind Private Company Giant Tricon Energy
Platt’s Blog “The Barrel”- An error has occurred; the feed is probably down. Try again later.
Gail Tverberg’s Oil Blog- 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?
- Sierra Club talk that may be of interest
- Why oil prices don’t rise to consistently high levels

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