Oil & Gas Checks All Three Boxes:  Low Energy Prices, Jobs, US Investment.

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Today’s Key Takeaways:  CERA consensus:  the world needs more oil and gas while going green.  Offshore oil & gas sees highest growth in decade. AK Senators rally for US LNG exports to allies. “Lithium OPEC” in South America? NEWS OF THE DAY: Energy Industry Wrestles Over Going Green Too FastColin Eaton, The Wall Street Journal, March 5, 2023 While the … read more

Clean Air w/o Sacrificing Fairbanks Economy. Cobalt in AK.

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Today’s Key Takeaways:  Manchin appalled by administration memo on oil in Cook Inlet.  AK Congressional delegation meets with the President to plead for Willow approval.  Hot US LNG market on the way. Millrock looks for nickel and cobalt in Alaska. Fairbanks Chamber opposes proposed EPA sanctions. NEWS OF THE DAY: Sen. Manchin blasts Biden administration over memo on oil development … read more

Friday Fact:  U.S. Well Short of Supplying Minerals for Its Energy Transition.

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Today’s Key Takeaway:  Policymakers should understand that they are unlikely to achieve ambitious climate efforts without either reforms to expand domestic mineral production or a substantial increase in foreign production supplying U.S. consumption. Alaska  hosts 49 of the 50 minerals and metals deemed critical to the U.S. U.S. Mineral Production Potential Unlikely to Satisfy Clean Energy DemandsPhillip Rosetti, RStreet Institute, … read more