Alaskans for Sustainable Budgets
@ak4sb.bsky.social
A non-partisan project focused on helping develop and advocate for responsible state and federal fiscal policies.
Looking at the same data, the second calculates the avg production required over the remainder of the FY to meet F'cast. With 48% of FY26 remaining, the avg level needed over the rest to meet the FY26 F'cast is 471kbd, 1% below current month levels.
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January 8, 2026 at 3:58 PM
Looking at the same data, the second calculates the avg production required over the remainder of the FY to meet F'cast. With 48% of FY26 remaining, the avg level needed over the rest to meet the FY26 F'cast is 471kbd, 1% below current month levels.
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It doesn't in the near term. The Venezuelan crude has already been in the global market. The US may redirect where it goes, but that won't affect the overall supply/demand balance. The longer-term impact on Alaska is discussed here: alaskapublic.org/news/politic...
To Alaska, Venezuela could be a rival for oil company investment
If oil companies revitalize Venezuela's crude production, what happens to Alaska's industry?
alaskapublic.org
January 7, 2026 at 6:50 PM
It doesn't in the near term. The Venezuelan crude has already been in the global market. The US may redirect where it goes, but that won't affect the overall supply/demand balance. The longer-term impact on Alaska is discussed here: alaskapublic.org/news/politic...
Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 54% ⬆️ Asia.
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January 5, 2026 at 4:00 PM
Even though it's not projected to be available until 2031, we have also started including Wood Mackenzie's recent projection of the delivered cost of #AKLNG Phase I. At 2031 start-up date, projected AKLNG Phase I price is 54% ⬆️ Asia.
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