Mastodawn

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

Carrie Nash 15h ago

A plan is needed! But I don’t expect Dahlstrom and crew to come up with anything! #akleg www.dermotcole.com/reportingfro...

Reporting From Alaska- Alaska ...

Reporting From Alaska- Alaska needs plan now for mail-in ballot publicity campaign

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.

Reporting From Alaska

AKs 4 Sustainable Budgets 15h ago

Returns from the S&P 500 have exceeded those achieved by the APFC in 14 of the last 15 years. Over a longer period, they have exceeded those of the APFC in 21 of the 31 years since 1994 (the first year of an S&P 500 ETF). #akleg

AKs 4 Sustainable Budgets 16h ago

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%

AKs 4 Sustainable Budgets 16h ago

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 18h ago

This Wk's Top 3 P'cast | What the NPRA sale means for Alaska, the source and extent of the problems #AKLNG is facing in the #AKLEG & the upcoming challenges the #AKLEG faces in finalizing the FY27 budget. https://buff.ly/A6xwJ7l

The Weekly Top 3 (3.23.2026)

What the NPRA sale means for Alaska, the source and extent of the problems AKLNG is facing in the Legislature & the upcoming challenges the Legislature faces in finalizing the FY27 budget

Alaskans for Sustainable Budgets

AKs 4 Sustainable Budgets 1d ago

This Week's Column| DOR's Spring Revenue Forecast continues to show that oil tax reform is needed. This week we explain how. #akleg https://buff.ly/F9VoMhE

AKs 4 Sustainable Budgets 1d ago

The same is true in Alaska as well. And, in Alaska, the #akleg has made it even worse over the past decade, by largely taxing only MIDDLE & lower-income #AKfams to close the gaps in state budgets.

AKs 4 Sustainable Budgets 1d ago

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 10.97% v PFC 8.04%
* 3-yr: S&P 18.56% v PFC 8.94%
* 1-yr: S&P 16.12% v PFC 12.43%