And Alaska gets 1% of annual mining revenues. This 1% hasn’t changed since 1959. Who thinks that destroying Alaska is worth 1% of annual revenues? #akleg

This Wk's Top 3 P'cast | Why “incentives” should be treated as spending, the Alaska Beacon misses the story on where the K-12 supplemental really comes from & the federal effort to streamline NPRA permitting is a good thing. #akleg buff.ly/zTHsP8D

Monthly, we look at indices affecting Alaska income. This month, we're tracking U.S. Treasury rates. Higher rates tighten the cost of living and pressure asset values. While still lower than those that drove Ross Perot, they are rising materially. #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: 7.3
* Not in ANS service: 2 (1 CP, 1 HIL) in maint
* Asia: 0
* USWC: 8 (4 CP, 2 HIL, 2 EM, 0 MPC)

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 $93, behind Brent (-$0.37), but ahead of Brent/WTI avg (+$2.35). #akleg

Viewed under current law:
* What really paid for the Supplemental K-12? PFD cuts.
* What is the so-called FY26 "surplus"? Excess PFD cuts.
* Who paid for both? Largely Middle & Lower-Income #AKfams
* Who didn't? Top 20%, #NonRez & #Oil Cos.
#akleg

Chatbots are much higher on Dave Bronson than Alaska betting markets are.

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

The Saturday Charts | Each Saturday, we compare current FY gross oil revs vs. DOR's most recent (NOW SPRING 26) F'cast. W/ 20% of FY27 booked, projected annual gross revs (blue) running ⬆️ 21% to SPRING '26 F'cast. Projected FY27 WAVG currently $91. #akleg

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#akgop #akleg #matsu

raff6482.substack.com/p/whose-rule...

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 ⬆️ $18 (+$861mil)
> FY28-36 Even (avg annual -$7mil)
#akleg

This Wk's Top 3 P'cast | Why “incentives” should be treated as spending, the Alaska Beacon misses the story on where the K-12 supplemental really comes from & the federal effort to streamline NPRA permitting is a good thing. #akleg buff.ly/zTHsP8D

You know #akleg doesn't give a horse's ass of a care. Especially the #Begich3 and the #Dunleavy abuser.

Isn’t it obvious the report is some sort of AI slop and people in charge know it and were either to lazy or too corrupt to check that they were being accurate. #akleg

9/11 Block 5185953071 I'm so sick of your text messages of any party Im posting your text numbers across all social media telling people 2 block your number. I don't care if it's 100 times or that you politicians, said spat out, can AI a million numbers but that's it. Here's the 5th one. #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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The Friday A.M. Charts| We publish 2 charts Friday mornings. #akleg

First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬆️ $11), mid (⬆️ $1) & long-term (⬇️ $5) v. SPRING26 F'cast (rev).

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