Fairbanks and Juneau voters, THIS TUESDAY is local Election Day! Local elections often come down to a handful of votes. Make yours count.

Fairbanks and Juneau voters, THIS TUESDAY is local Election Day! Local elections often come down to a handful of votes. Make yours count.
This Wk's Top 3| Was there any real progress last week on #AKLNG, some repeat #APFC press releases but we look at the numbers & #akleg D/I's want "investment" in K-12 paid for mostly on middle-income #AKfams. T'row, 6:05a on the Michael Dukes Show at https://www.facebook.com/share/1Eokzn8ieA/
This Week's Column| Some cite Medicaid and a couple of other cherry-picked programs to rationalize using only PFD cuts to close the state’s ongoing deficits. We explain why the argument is deeply flawed. #akleg https://bgkeithley.substack.com/p/the-friday-column-a-few-cherry-picked
The state of Alaska has spent over $1 billion in public money trying to advance, permit, and promote various iterations of an AKLNG pipeline over the last several decades.
That money could have been invested in renewable, sustainable and resilient energy instead. #akleg
The #LNG price risk is huge. #akleg
The Economist: The world is facing an almighty LNG crunch - In time it could bring about an equally disruptive glut
https://www.economist.com/finance-and-economics/2026/10/04/the-world-is-facing-an-almighty-lng-crunch
The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg
FY27:
> Spring RF: $75
> Avg FYTD: $90
> +Futures: $98 (+$1.11bn)
FY28-36:
> Spring RF: $71
> Futures: $72 (+$57mil)
“If AI has market power, if nobody can compete with it, it will get monopolies in everything.”
UAA’s Chair of Economics Kevin Berry discusses dipnetting, Covenant House’s Sleep Out, & the dangers of AI. Listen to the East Anchorage Book Club Podcast:
The Monday Charts | Consistent with the approach explained at https://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
#AKgov & #AKleg candidate positions on PFD cuts aren't determined by party. Instead, they depend on the income bracket of the candidates and their supporters. Here's why. buff.ly/zhIjAXv
Go back to producing commercials showing that you have the support of 80-year-old white republicans or that you support pay raises for school and hospital bombers. #akleg #alaskasky
This Wk's Top 3 P'cast |The significance of Alaska’s tax expenditures, in whose pockets do PFD cuts end up & how using PFD cuts to fund state childcare and other subsidies leads to a death spiral for middle-income Alaskans. #akleg buff.ly/WjB1hzh
This Week's Column| Some cite Medicaid and a couple of other cherry-picked programs to rationalize using only PFD cuts to close the state’s ongoing deficits. We explain why the argument is deeply flawed. #akleg https://bgkeithley.substack.com/p/the-friday-column-a-few-cherry-picked
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: A surge in foreign-flagged charters to Asia. #akleg
* Deliveries month to date: 2.2
* Not in ANS service: 1 CP in maint
* Asia: 3 FF (EM, Santos, Hilcorp)
* USWC: 9 (4 CP, 3 HIL, 2 EM, 0 MPC)
🤮JD VANCE IS COMING TO FAIRBANKS 🤮
1️⃣ PROTEST 1: Monday, October 5, 4-5pm on Airport Way in front of Fred Meyers. Accessible protest to catch Fairbanks Trump supporters on their way to their "rally"