Sept Oil Mkt Rpts| While EIA and IEA project overall supply deficits this year, both continue to see huge supply surpluses for next year (2027), likely leading to a significant softening in 2027 prices. #akleg

This is EXACTLY the reason the Alaska Department of Law and the Division of Elections prosecuted these American Samoans. It’s about Trump and appeasing his obsession with election fraud. Meanwhile these people’s lives were destroyed. #akleg

Alaska chatbots still lean hard toward Begich for the general, with little new to report

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

New Federal fiscal dashboard from the Committee For a Responsible Federal Budget. A great (in the sense of providing hard facts) resource for those, like us, concerned about the nation's fiscal direction. #akleg buff.ly/UyMb06U

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 12.99% v PFC 6.27%
* 3-yr: S&P 20.72% v PFC 9.20%
* 1-yr: S&P 17.09% 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 ⬆️ $19 (+$914mil)
> FY28-36 ⬇️ $1 (avg annual -$17mil)
#akleg

The Tuesday Chart| #akleg Given Southcentral winter service concerns, we have started a new weekly chart tracking the current status of the two commercial Cook Inlet gas storage fields, based on the public dashboards each maintains, as well as the most recent aggregate (all fields) DNR Dashboard.

Environmentally minded voters in Alaska are supporting Peltola because she is better than Dan S Sullivan. Peltola tends to support the Alaska Native Corporations but that also doesn’t mean all Alaska Natives and Alaskans want more extraction either. We do want to get rid of Republicans. #akleg

Exactly! Begich wasn't being smart at all. People say he was "forced out". That's baloney. He's a grown a$$ man not a child that isn't allowed to say No to #GOP. He could have said no leaving Bronson who I suspect would lose completely. #akleg #Alaskasky #Alaskanews

But will #Alaska Governor protect the Citizens from voting intimidation? #akleg #Alaskasky #Alaskanews #Dunleavy

Digging into the voter roles by the DOJ to find so called non citizen voters. Look how that’s gone in Alaska. They found a handful of Samoans to persecute and had to drop all the charges. If this was investigated do you think we’d find AK Dept. of Law was doing Trump’s bidding? #akleg

This Wk's Top 3| How the #akleg races are helping decide what to do in the #akgov's race, a new question for the #akleg candidates that helps separate the wheat from the chaff & why we need a Ross Perot in 2028. T'row 6:05a on The Michael Dukes Show at buff.ly/ZErtvvv

Mining corporations will keep “turning to Alaska” to exploit the paltry 1% tax on annual revenues, a tax which hasn’t changed since 1959. #akleg

“Flaws” by the “Alaska Department of Law” destroyed these people’s lives. This was misconduct following Trump and MAGA desperately trying to prove voter fraud. They deserve damages. #akleg

Every cruise ship port town deserves some degree of safety from disease outbreaks on cruise ships. #akleg #Alaska

The pendejos at the Alaska Department of Law (AG Cori Mills) are using AI slop and not checking their work. Another incompetent AG in a string of gross, corrupt, incompetent AG’s. This is another proud moment in the history of the dumpster fire that is the Dunleavy Administration. #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 13.03% v PFC 6.27%
* 3-yr: S&P 21.08% v PFC 9.20%
* 1-yr: S&P 17.61% 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 ⬆️ $19 (+$914mil)
> FY28-36 Even (avg annual $0mil)
#akleg

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

Mexico began its fight for independence from Spain 216 years ago this week. In the heart of the U-Med district tonight, I attended a wonderful celebration at la michoacana last frontier ice cream parlor. Photo with La Michoacana owners Daniela and Jesús Villa & @repmina
#mexicanindependence #akleg