This past week we talked to both the Anchorage Hillside Rotary Club and Prof. Willie Hensley’s graduate seminar on “Alaska Policy Frontiers.” Here’s the slide deck.
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- Financial Times
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- Oil Price.com
- The No.1 Rare Earth Stock for 2026?
- After Squandering $25B In Refinery Overhauls, Nigeria Turns To Chinese Firms
- Aramco Sees Slow Oil Market Recovery after Shock Supply Loss
- Who’s Going To Fold First In The U.S.–Iran High Stakes Game?
- SMRs Aren’t Losing on Technology. They’re Losing on Economics
- IEA: Portugal Energy Poverty Above EU Average, Despite Renewable Boom
- Why Seed Patents Make America’s Food System More Vulnerable
- Reuters Survey Shows OPEC Oil Output At 26-Year Low Amid Iran War
- Trump-Xi Talks Set to Tackle Iran Oil Lifeline, Strait of Hormuz and U.S. Energy
- India Rejects Russian LNG Under Sanctions
- 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
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- Platt’s Oil News
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- Platt’s Natural Gas News
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- LNG World News
- European Commission approves German LNG terminal joint venture
- Wheatstone LNG’s second train 90 pct done
- Volvo Trucks North America to Launch LNG Engine
- Video: Saipem’s work on Ichthys LNG pipeline
- STX Finland and Viking Line Sign Agreement for Cruise Ferry
- Shells prelude flng to start production in 2017
- Nobles Colorado LNG facility moving forward
- Poland: PM Says Nord Stream Will Not Block Development of Polish Ports
- Israel: FLNG Import Terminal Gets Shipment
- India’s Gorgon Project to Supply Petronet’s Kochi LNG Terminal
- Upstream Online
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- Offshore Energy
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- Law 360 Energy
- DOJ Says Issue Preclusion 'May Apply' In Russia Cases
- ND Justices Limit Greenpeace Pipeline Claims In Dutch Court
- NC Tech Co. Says Supplier Botched Raytheon Battery Deal
- Ex-US Rep. Faces $1.4M Sanction In Venezuela Contract Fight
- Feds Say Congress Barred Challenge To Gulf Lease Sale
- OpenAI Launches New Venture With $4B Initial Investment
- Blackstone, Halliburton Plug $1B In Energy Startup VoltaGrid
- EPA Faces Skepticism Over Steel Mill Rule Deadline Delay
- Heppner Ruling Left AI Privilege Risk For Lawyers Unresolved
- The Growing Importance Of Nature-Related Disclosures
- E&E’s Greenwire
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- Politico’s “Morning Energy”
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- Seeking Alpha Energy
- Kodiak outlines $820M-$860M 2026 adjusted EBITDA as it targets 300-500 MW/year power growth through 2030
- Denison Mines Q1 2026 Earnings Preview
- Ovintiv GAAP EPS of -$2.35
- Summit Midstream GAAP EPS of -$0.43 beats by $0.06, revenue of $139.1M misses by $0.78M
- Venture Global Q1 2026 Earnings Preview
- SFL Q1 2026 Earnings Preview
- Enbridge met with Trump administration about New England pipeline project - report
- Petroleum Economist
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- Energy & Environmental News PM
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- RBN Energy
- Wake Me Up – Changing Dynamics Have the Northeast Gas Market Poised for a Reawakening
- How High? – Surge in U.S. Crude Exports Ups Estimates of What Gulf Coast Terminals Can Handle
- Q1 2026 Earnings Calls: Sempra Remains Bullish on North American LNG
- Q1 2026 Earnings Calls: Western Midstream Acquires Brazos Midstream Delaware Basin Assets
- Q1 2026 Earnings Calls: APA Spotlights Natural Gas Opportunities
- Q1 2026 Earnings Calls: ONEOK Highlights Gas Processing & NGL Growth
- Double-Edged Sword – Refinery ‘Capacity Creep,’ Falling Inventories May Limit U.S. Crude Export Surge
- Q1 2026 Earnings Calls: Devon Remains Disciplined As Coterra Deal Closes
- U.S. Rig Count Edges Up One to 548; Year-Over-Year Gap Narrows to Smallest Since January
- Q1 2026 Earnings Calls: Genesis Energy Reports Lower Volumes from Shenandoah FPU
- Forbes: Chris Helman’s Blog
- 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
- The Countries Most In Danger Of Running Out Of Oil
- The American LNG Billionaires Set To Cash In On War With Iran
- Oil Up 7% After Iran Attacks LNG Port And Tankers Near Strait Of Hormuz
- This Daring Developer Wants To Power America’s AI Future
- Meet The Billionaire Behind Private Company Giant Tricon Energy
- Platt’s Blog “The Barrel”
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- Gail Tverberg’s Oil Blog
- 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
- Worrying indications in recently updated world energy data
Thoughts on Alaska Oil & Gas 