The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart focusing on S&P 500 5-, 3- & 1-yr returns v the PFC's. #akleg
* 5-yr: S&P 11.01% v PFC 8.04%
* 3-yr: S&P 18.41% v PFC 8.94%
* 1-yr: S&P 14.11% v PFC 12.43%
The 8:30a Chart| To provide context to current $$oil, we publish daily (ex-Su) a running avg of FY26-32 $$ANS, Brent & WTI actual+futures. Projected ANS v. SPRING26 rev F'cast:
> FY26 ⬆️ $3 (+$132mil UGF)
> FY27 ⬆️ $9 (+$395mil)
> FY28-32 ⬆️ $4 (avg annual +$136mil)
#akleg
The Thursday Charts| We publish two charts Thursdays. #akleg
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING26). W/73% of FY26 done, YTD avg (red) running -5kbd (-1%) v. F'cast.
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How you can tell the drift of the morning headlines without even opening up the paper ...
The Wednesday Chart| To help better understand the primary market for ANS, we look at the supply to USWC refiners each Wed:
YTD 2025 avg USWC (approx % of pre (2019)- and post (2022)-COVID levels):
> Crude demand: 81% & 89%;
> Domestic share: 82% & 95%.
#akleg
The so-called conservatives on the U.S. Supreme Cour could rule it unconstitutional to allow ballots postmarked on Election Day to be counted 10 days later—the practice that has long been used in Alaska—so the state needs a plan.
The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart focusing on S&P 500 5-, 3- & 1-yr returns v the PFC's. #akleg
* 5-yr: S&P 11.01% v PFC 8.04%
* 3-yr: S&P 18.19% v PFC 8.94%
* 1-yr: S&P 13.68% v PFC 12.43%
The 8:30a Chart| To provide context to current $$oil, we publish daily (ex-Su) a running avg of FY26-32 $$ANS, Brent & WTI actual+futures. Projected ANS v. SPRING26 rev F'cast:
> FY26 ⬆️ $3 (+$132mil UGF)
> FY27 ⬆️ $8 (+$351mil)
> FY28-32 ⬆️ $4 (avg annual +$136mil)
#akleg
AKs 4 Sustainable Budgets
Carrie Nash