Results:  UAA Study Lithium Mining. Reality Check:  Saudi Oil.

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Today’s Key Takeaways:   State of AK talking to Hilcorp and Conoco Phillips re: gas for AKLNG project. New Study:  Japan – a likely customer for AKLNG – may ask people to limit natural gas use. Reality check on hope for Saudi oil. Hidden cost of renewable technology. Opportunity to use budget reconciliation for energy policy-ANWR Part 2. NEWS OF THE … read more

Clock’s Ticking on Reconciliation. No Relief from Oil Squeeze?

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Today’s Key Takeaways:  OPEC expects global oil demand to exceed supply in 2023. Marathon needs more time to convert Kenai LNG export plant to an import terminal. Seventymile gold project drilling begins. Last week to register to vote in Alaska’s August 16 primary. NEWS OF THE DAY: From the Washington Examiner, Daily on Energy: CLOCK’S TICKING ON RECONCILIATION: Corporate leaders … read more

ESG:  Pay higher expenses for similar stocks with worse performance?

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Today’s Key Takeaways:  5 options for ConocoPhillips Willow Project. Pantheon spuds Alaska well. Making history – U.S. supplies more gas to Europe than Russia for the first time. Western Alaska encouraged by what it sees. 4 takeaways from the DoE Energy Jobs Report. The many reasons ESG is a loser? NEWS OF THE DAY: Biden Administration Issues Options for ConocoPhillips’ … read more