Pikka: “Right Project at the Right Time!”  More time for Marathon.

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Today’s Key Takeaways:   Santos proceeds with $2.6 billion investment in Alaska- more oil, more jobs, more state revenue.   FERC approves Marathon’s (Trans Foreland Pipeline unit) request for an extension on their Kenai LNG import project.  Biden’s freeze on public land leases reinstated – for now.  Mineral sourcing requirements lead to messy roll-out of EV credits.  Peltola leads U.S. House race … read more

Nation’s Eyes on AK Primary:  Murkowski, Palin, Ranked Choice Voting.    

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Today’s Key Takeaways:   Congress says:  Cook Inlet lease sale before the end of the year.    Gas fields in Cook Inlet are declining.  American Pacific will add the Palmer mine project in Alaska to its portfolio by acquiring Constantine.  What to watch for in Alaska’s primary election tonight.  NEWS OF THE DAY: Five things to watch in Alaska, Wyoming primariesJulia Manchester, … read more

The New North Slope:   Icewine, Peregrine and Umiat. 

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Today’s Key Takeaways:  IRA brings energy service inflation in next 18 months.  Nova Minerals reports strong gold recovery results at Estelle.  Learn more about Australia’s “Alaskan-focused oil exploration company.”  Main headwinds for clean energy are all regulatory – zero emissions projects already massively backlogged.  NEWS OF THE DAY: Inflation Reduction Act Could Result In More Energy Service InflationBojan Lepic, Rigzone, … read more