Alaskans for Sustainable Budgets

26/10/2026

This Wk's Top 3| Is JKT just another limousine liberal; Sullivan is part right, part wrong about energy economics & AIDEA is investing in ... Idaho? T'row, 6:05a on The Michael Dukes Show at https://www.facebook.com/share/1MFSBaxZqa/

26/10/2026

This Week's Column| Reviewing Alaska's private-sector job and non-oil GDP growth during the period from 2000-2015, and then from 2015-2025, reveals that oil production levels aren’t the overall economic driver some think.

Reviewing Alaska's private-sector job and non-oil GDP growth during the period from 2000-2015, and then from 2015-2025, reveals that oil production levels aren’t the overall economic driver some think

26/10/2026

The 8:35a Chart| Given the importance of Permanent Fund returns to levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's.

* 5-yr: S&P 12.49% v PFC 6.11%
* 3-yr: S&P 23.42% v PFC 9.89%
* 1-yr: S&P 14.46% v PFC 10.37%

26/10/2026

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.

FY27:
> Spring RF: $75
> Avg FYTD: $96
> +Futures: $108 (+$1.65bn)

FY28-36:
> Spring RF: $71
> Futures: $78 (+$290mil)

26/10/2026

The Monday Charts | Consistent with the approach explained at https://bit.ly/3QhAUju, each Monday we compare current futures market prices for projected in-state-only (Phase 1) and export (Phase 2) prices against market alternatives.

26/10/2026

"Many of those Mr Trump claimed he would help have lost out, while richer Americans have gained ...."

The president promised to help ordinary Americans. He achieved something rather different

25/10/2026

🤔 ...

25/10/2026

This Wk's Top 3 P'cast | The issues that will surround the push for “new revenues” once it reaches the , what “federalizing” may do & the fog around Enstar’s proposed new Kenai storage field lifts a bit.

The issues that will surround the push for “new revenues” once it reaches the , what “federalizing” may do & the fog around Enstar’s proposed new Kenai storage field lifts a bit

25/10/2026

🤔 Some express concern about as long as it's useful to support spending, but when it comes to how to pay for that spending, their REAL concern is about protecting the Top20%, & .

Some often refer to Permanent Fund Dividends (PFD) as “socialist” and those who advocate for them as “socialists.” The basis for the claim is that PFDs come from “unearned” Permanent Fund earnings, and thus, those who receive them benefit from … Read More