This Wk's Top 3| Bronson & Taylor fall for the trap; a correction and some revealing math & the way to keep Alaskans here is evidently to take their money, give a bit back, and tell them you are helping. #akleg T'row, 6:05a on The Michael Dukes Show at buff.ly/ceW4m5l

This Week's Column| This week, we explain how the ongoing spike in oil prices is creating a key fiscal policy issue for this election cycle that candidates for #akgov and the #akleg need to address. buff.ly/O9RZ36h

For what it's worth, I got in touch with Peltola's campaign about this issue today. They said she hasn't changed her position from this (www.adn.com/politics/202...). She was just responding to false assertions about her position. #akleg #Alaska

Alaska chatbots still rate Kreiss-Tomkins far below where betting markets put him for governor.

https://votingmonitor.org/races/AK-GOV #akleg

The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's. #akleg

* 5-yr: S&P 13.14% v PFC 6.27%
* 3-yr: S&P 21.35% v PFC 9.20%
* 1-yr: S&P 16.71% v PFC 11.36%

The 8:30a Chart| To provide context to current $$oil, we publish daily (ex-Su) a running avg of FY27-36 $$ANS, Brent & WTI actual+futures. Projected ANS v. SPRING26 rev F'cast:

> FY27 ⬆️ $20 (+$960mil)
> FY28-36 ⬆️ $.60 (avg annual +$22mil)
#akleg

The Monday Charts | Consistent with the approach explained at bit.ly/3QhAUju, each Monday we compare current futures market prices for projected #AKLNG in-state-only (Phase 1) and #AKLNG export (Phase 2) prices against market alternatives. #akleg

What do people from Wrangell call themselves? Wranglers? Wrangians? Wrangers? #akleg #alaska #wrangell

This Wk's Top 3 P'cast | The trend in the #akleg races helps us decide about the #akgov race, a new question for candidates to test their knowledge and approach to the state budget & why it’s time for another Ross Perot. #akleg buff.ly/QIWp1bb

This Week's Column| This week, we explain how the ongoing spike in oil prices is creating a key fiscal policy issue for this election cycle that candidates for #akgov and the #akleg need to address. buff.ly/s2kHi7p

Alaska House chatbots remain much more bullish on Begich than the older polls are

https://votingmonitor.org/races/AK-AL-HOUSE #akleg

For those who have asked, we developed this chart on Alaska household income using the most recent census data (2024). #akleg

The Sunday Financial Charts| To help better understand the overall financial environment, weekly we track current + projected inflation & interest rates. #akleg

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The Sunday Chart| To help assess the ANS market, wkly we review the status of the ANS tanker fleet. Notes: 1 ship ret'n from, 1 underway to maint. #akleg

* Deliveries month to date: 10.3
* Not in ANS service: 2 (1 CP, 1 HIL) in/ret'n from maint
* Asia: 0
* USWC: 8 (4 CP, 2 HIL, 2 EM, 0 MPC)

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#Alaska #AkLeg

Vote local! Early voting starts Monday! #Alaska #Fairbanks #AkLeg

The Rolling 4-Wk Avgs| To provide perspective on $$ANS trends as well as the relationship b/w ANS & other reference prices, wkly we chart the 4-wk avg & differentials. Current ANS 4-wk avg $92, ahead of Brent (+$1.41), and Brent/WTI avg (+$3.86). #akleg

The Friday P.M. "Goldilocks" Charts| We publish five charts Fri afternoons showing the impact of current futures $$oil on Alaska's fiscal outlook and three alternatives for resolving it. (Background: bit.ly/3UhbLCZ) #akleg

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