Monthly Archives: November 2017

This week (November 28, 2017) on the Michael Dukes Show

Each Tuesday morning at 7:20 am Alaska, I join KBYR AM700‘s The Michael Dukes Show to discuss the latest in Alaska oil, gas and fiscal issues. This week Michael and I discuss the good and bad of #AKLNG as the Administration releases more details, and why the current federal tax debate increasingly sounds similar to the Alaska fiscal debate.

The segment is at the YouTube clip above. The full show is available from The Michael Dukes Show’s Soundcloud page.

For those interested, our YouTube home page, herecontains all of our recent radio appearancesonline and radio ads and other presentations. For those interested in a simplified audio version, we also post our radio segments to Soundcloud.  The fiscal segment from Tuesday’s show is available on Soundcloud here. For a collection of our past episodes on Soundcloud, go here.

This week (November 21, 2017) on the Michael Dukes Show

Each Tuesday morning at 7:20 am Alaska, I join KBYR AM700‘s The Michael Dukes Show to discuss the latest in Alaska oil, gas and fiscal issues. This week Michael and I discuss how the federal tax debate over the impact of various proposals on middle income families reveals the hypocrisy of both Alaska R’s and D’s at the state level, and while the RDC conference last week was optimistic, whether that translates to Alaska’s fiscal situation.

The segment is at the YouTube clip above. The full show is available from The Michael Dukes Show’s Soundcloud page.

For those interested, our YouTube home page, herecontains all of our recent radio appearancesonline and radio ads and other presentations. For those interested in a simplified audio version, we also post our radio segments to Soundcloud.  The fiscal segment from Tuesday’s show is available on Soundcloud here. For a collection of our past episodes on Soundcloud, go here.

AGDC Presentation on China Agreements

Above is the slidedeck used by Alaska Gasline Development Corporation (AGDC) President Keith Meyer at the 38th Annual Resource Development Council (RDC) Alaska Resources Conference on November 16, 2017.

While the entire presentation is of interest, to us the most important part are slides 8-11, discussing the economics of the project.  Those economics are based on various assumptions, including, after financing most of the capital cost of the project, that China will be satisfied to continue to pay market price for the delivered LNG.  Usually in our experience, a purchaser is willing to bear a substantial part of the cost of a project only when it results in achieving a lower than market price or some other strategic objective, such as increased security of supply over other alternatives.  Otherwise, there is no additional benefit that justifies the commitment of their, ultimately limited capital to that project over others.

We intend to delve further into this project in the weeks ahead.  For now, however, we simply want to post these slides so that others can start to do so as well.

The slides also are available from the AGDC website, here.

This week (November 14, 2017) on the Michael Dukes Show

Each Tuesday morning at 7:20 am Alaska, I join KBYR AM700‘s The Michael Dukes Show to discuss the latest in Alaska oil, gas and fiscal issues. This week Michael and I discuss the recent announcement regarding the #AKLNG project and China, and the most stunning fiscal news to come out of the latest special session and what it means for the 2018 regular session and beyond to the election.

The segment is at the YouTube clip above. The full show is available from The Michael Dukes Show’s Soundcloud page.

For those interested, our YouTube home page, herecontains all of our recent radio appearancesonline and radio ads and other presentations. For those interested in a simplified audio version, we also post our radio segments to Soundcloud.  The fiscal segment from Tuesday’s show is available on Soundcloud here. For a collection of our past episodes on Soundcloud, go here.

This week (November 7, 2017) on the Michael Dukes Show

Each Tuesday morning at 7:20 am Alaska, I join KBYR AM700‘s The Michael Dukes Show to discuss the latest in Alaska oil, gas and fiscal issues. This week Michael and I discuss what the Oil Search acquisition says about Alaska oil & the Alaska Senate R’s disingenuous defense of the their fiscal plan (“we won’t vote for any taxes … except the one we voted for”).

The segment is at the YouTube clip above. The full show is available from The Michael Dukes Show’s Soundcloud page.

For those interested, our YouTube home page, herecontains all of our recent radio appearancesonline and radio ads and other presentations. For those interested in a simplified audio version, we also post our radio segments to Soundcloud.  The fiscal segment from Tuesday’s show is available on Soundcloud here. For a collection of our past episodes on Soundcloud, go here.

This week (October 31, 2017) on the Michael Dukes Show

Each Tuesday morning at 7:20 am Alaska, I join KBYR AM700‘s The Michael Dukes Show to discuss the latest in Alaska oil, gas and fiscal issues. This week Michael and I talk about the current #AKleg session, the surprises in DOR’s new preliminary revenue forecast & what effect they should have on state fiscal policy.

The segment is at the YouTube clip above. The full show is available from The Michael Dukes Show’s Soundcloud page.

For those interested, our YouTube home page, herecontains all of our recent radio appearancesonline and radio ads and other presentations. For those interested in a simplified audio version, we also post our radio segments to Soundcloud.  The fiscal segment from Tuesday’s show is available on Soundcloud here. For a collection of our past episodes on Soundcloud, go here.