The Rolling 4-Wk Avgs| To provide perspective on $$ANS trends as well as the relationship b/w ANS & other reference prices, wkly we chart the 4-wk avg & differentials. Current ANS 4-wk avg $110, ahead of Brent (+$6.71), and Brent/WTI avg (+$11.16). #akleg
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by @kevin.mcclear.net
A combination of the #akleg tag and the and list of Alaska Legislators curated by @crondahl.bsky.social. Please feel free to PM @kevin.mcclear.net if you have any requests or suggestions for this feed.
The Rolling 4-Wk Avgs| To provide perspective on $$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 $110, ahead of Brent (+$6.71), and Brent/WTI avg (+$11.16). #akleg
Alaska betting markets edge toward Sullivan, but chatbots and bettors still split on the Senate race https://votingmonitor.org/races/AK-SEN/ #akleg
The Saturday Charts | Each Saturday, we compare current FY gross oil revs vs. DOR's most recent (NOW SPRING 26) F'cast. W/ 27% of FY27 booked, projected annual gross revs (blue) running ⬆️ 34% to SPRING '26 F'cast. Projected FY27 WAVG currently $101. #akleg 1/2
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 13.82% v PFC 6.11% * 3-yr: S&P 23.28% v PFC 9.89% * 1-yr: S&P 17.35% v PFC 10.37%
The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg FY27: > Spring RF: $75 > Avg FYTD: $92 > +Futures: $100 (+$1.25bn) FY28-36: > Spring RF: $71 > Futures: $74 (+$128mil)
If Pete Hegseth comes to Alaska make sure he knows he is not welcome. He has proven himself repeatedly to be the worst Secretary of Defense in US history. Any elected official who stands with him should be held accountable. As co-chair of #akleg’s Joint Armed Services committee, I must speak out.
The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's. #akleg * 5-yr: S&P 13.68% v PFC 6.11% * 3-yr: S&P 23.29% v PFC 9.89% * 1-yr: S&P 16.32% v PFC 10.37%
The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg FY27: > Spring RF: $75 > Avg FYTD: $91 > +Futures: $99 (+$1.19bn) FY28-36: > Spring RF: $71 > Futures: $73 (+$84mil)
The Friday A.M. Charts| We publish 2 charts Friday mornings. #akleg First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬆️ $17), mid (⬆️ $4) & long-term (⬇️ $5) v. SPRING26 F'cast (rev). 1/2
“Pete Hegseth has brought great shame upon himself and the U.S. military. All elected officials who support his continued tenure deserve condemnation.” “If Pete Hegseth travels to Alaska, make sure he knows that he is not welcome. From my op-ed in ADN www.adn.com/opinions/202...
Alaska chatbots still pick incumbent Begich for the House seat, while markets are even more confident. https://votingmonitor.org/races/AK-AL-HOUSE/ #akleg
The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's. #akleg * 5-yr: S&P 13.75% v PFC 6.11% * 3-yr: S&P 23.48% v PFC 9.89% * 1-yr: S&P 17.55% v PFC 10.37%
The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg FY27: > Spring RF: $75 > Avg FYTD: $90 > +Futures: $97 (+$1.10bn) FY28-36: > Spring RF: $71 > Futures: $73 (+$79mil)
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/ 27% of FY27 done, YTD avg (red) running -23kbd (-5%) v. F'cast. 1/2
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