Mastodawn

The Monday Chart| To put Alaska's in-state gas prices in global context, once wkly we compare Enstar's current Gas Cost Adjustment v. global markers. 2025-26 Enstar price is 8% ⬇️ Asia, 175% ⬆️ L48. 5yr forward avg, Enstar 5% ⬆️ Asia, 182% ⬆️ L48. #akleg

Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 75% ⬆️ Asia.

AKs 4 Sustainable Budgets 4d ago

This Wk's Top 3 P'cast| SB 274 applies the wrong lesson, why the Iran operation isn't changing #AKLNG's market dynamics & why the #akleg should ignore the Spring F'cast and use the 10-year average oil price instead. https://bgkeithley.substack.com/p/the-weekly-top-3-392026

AKs 4 Sustainable Budgets 5d ago

This Wk's Top 3 P'cast| SB 274 applies the wrong lesson, why the Iran operation isn't changing #AKLNG's market dynamics & why the #akleg should ignore the Spring F'cast and use the 10-year average oil price instead. https://bgkeithley.substack.com/p/the-weekly-top-3-392026

AKs 4 Sustainable Budgets Mar 12

This Wk's Top 3 P'cast| SB 274 applies the wrong lesson, why the Iran operation isn't changing #AKLNG's market dynamics & why the #akleg should ignore the Spring F'cast and use the 10-year average oil price instead. https://bgkeithley.substack.com/p/the-weekly-top-3-392026

AKs 4 Sustainable Budgets Mar 10

This Wk's Top 3 P'cast| SB 274 applies the wrong lesson, why the Iran operation isn't changing #AKLNG's market dynamics & why the #akleg should ignore the Spring F'cast and use the 10-year average oil price instead. https://buff.ly/lD4gFZU

AKs 4 Sustainable Budgets Mar 9

This Wk's Top 3| SB 274 applies the wrong lesson, is Iran changing #AKLNG's dynamics & why we should ignore the Spring Revenue Forecast in setting the FY27 budget. #akleg T'row, 6:05a on the Michael Dukes Show at https://buff.ly/aHtXehh

AKs 4 Sustainable Budgets Mar 9

The Monday Chart| To put Alaska's in-state gas prices in global context, once wkly we compare Enstar's current Gas Cost Adjustment v. global markers. 2025-26 Enstar price is 8% ⬇️ Asia, 175% ⬆️ L48. 5yr forward avg, Enstar 5% ⬆️ Asia, 180% ⬆️ L48. #akleg

Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 75% ⬆️ Asia.

AKs 4 Sustainable Budgets Mar 2

The Monday Chart| To put Alaska's in-state gas prices in global context, once wkly we compare Enstar's current Gas Cost Adjustment v. global markers. 2025-26 Enstar price is 8% ⬇️ Asia, 175% ⬆️ L48. 5yr forward avg, Enstar 21% ⬆️ Asia, 189% ⬆️ L48. #akleg

Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 65% ⬆️ Asia.

AKs 4 Sustainable Budgets Feb 23

The Monday Chart| To put Alaska's in-state gas prices in global context, once wkly we compare Enstar's current Gas Cost Adjustment v. global markers. 2025-26 Enstar price is 8% ⬇️ Asia, 175% ⬆️ L48. 5yr forward avg, Enstar 21% ⬆️ Asia, 186% ⬆️ L48. #akleg

Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 65% ⬆️ Asia.

AKs 4 Sustainable Budgets Feb 16

The Monday Chart| To put Alaska's in-state gas prices in global context, once wkly we compare Enstar's current Gas Cost Adjustment v. global markers. 2025-26 Enstar price is 8% ⬇️ Asia, 175% ⬆️ L48. 5yr forward avg, Enstar 22% ⬆️ Asia, 189% ⬆️ L48. #akleg

Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 62% ⬆️ Asia.