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.
***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- U.S. Diesel Exports Hit Record High as Global Supply Crunch Deepens
- Mining Giant Glencore Looks Beyond London With Secondary ASX Listing
- Russian Oil Production Climbs Above 9 Million Bpd in July
- Mexico Bans Fracking in Key Shale Basin
- This Megaproject Could Keep Brazil's Oil Boom Running Deep Into The 2030's
- Aramco Deepens Asia Oil Discount Ahead of Possible Hormuz Deal
- Weak Energy Demand May Signal a Much Bigger Economic Problem
- Chinese Oil Giant Launches World-First 16MW Floating Wind Turbine
- Argentina's Shale Boom Is Reshaping Energy Security Across the Americas
- Angola Confirms New Offshore Oil and Gas Reserves With Katambi-2 Well
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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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- Akin Brings On 2 Mayer Brown Energy Attys In Chicago
- China Announces Trade Countermeasures After US Actions
- BREAKING: Ex-Goldman Exec Convicted Of Ghana Bribery Plot
- What Cos. Must Know About EPA Water Monitoring Proposal
- Energy Co. Says Russia Can't Relitigate $219M Crimea Award
- Ute Tribe Says Ex-Energy Manager Can't Evade Tribal Review
- Being A Sommelier Makes Me A Better Lawyer
- DOE Can't Force FOIA Filers To Reaffirm Old Requests
- Goldman Exec Was Linchpin To Ghana Bribery Ploy, Jury Told
- Defense Dept. Was 'Ostrich Burying His Head', Judge Says
***DC***
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Politico’s “Morning Energy”- An error has occurred; the feed is probably down. Try again later.
***Finance & Corporate***
Seeking Alpha Energy- Centrus reaffirms 2026 revenue at $450M-$500M while planning first Oak Ridge centrifuge in 2026
- Riley Exploration Permian forecasts ~30% oil growth in 2026 while lifting capex midpoint to $236M
- Hmh outlines $157M-$177M 2026 adjusted EBITDA outlook while expecting another book-to-bill above 1x
- SandRidge outlines $76M-$97M 2026 capital program while targeting Q3 close of Cherokee bolt-on deal
- CrossAmerica signals leverage held near 4x as credit facility maturity extended to 2031
- SLB, Equinor sign stimulation services deal across Norwegian Continental Shelf
- Aemetis outlines ~$32M annual cash flow uplift from Keyes MVR project expected by end of 2026
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- Back in the High Life Again – World-Class Assets Headline BP’s Return to Upstream Growth
- Q2 2026 Earnings Calls: Permian Technology Becomes ExxonMobil's Next Growth Lever
- Q2 2026 Earnings Calls: Cheniere Making Progress on LNG Capacity, Dealing with Nitrogen
- Q2 2026 Earnings Calls: APA Highlights Permian Drilling Efficiency
- Q2 2026 Earnings Calls: South Bow Targets Mid-2027 FID for Prairie Connector
- Q2 2026 Earnings Calls: Canadian Natural Resources Sees Record Production and Financials
- Unstoppable Momentum – What Williams Gains From Its Acquisition of Momentum Midstream
- Q2 2026 Earnings Calls: Suncor Reports Record Financials Despite Weather Challenges
- Q2 2026 Earnings Calls: EOG Puts the Utica in the Driver's Seat
- U.S. Propane Build Falls Short as PADD 3 Stocks Draw
Forbes: Chris Helman’s Blog- Why The Texas Power Grid Needed Gov. Abbott To Pause The Data Center Boom
- New Ukrainian Drone Strikes On Wildberries Warehouses Decimate Empire Of Russia’s Richest Woman
- This New Billionaire Will Tap Fracking Wastewater To Cool AI Data Centers
- Trump Meets Own July 4 Deadline To Go ‘Critical’ With Three New Mini Nuclear Reactors
- Amid 2026 Energy Chaos, Oil And Gas Giants Prosper
- 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
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?
