Brad Keithley💲📊

19.2K posts

Brad Keithley💲📊 banner
Brad Keithley💲📊

Brad Keithley💲📊

@bgkeithley

Alaskan. Managing Director of Alaskans for Sustainable Budgets. As part of that, a weekly podcast & column. Away from that, theater, concerts, travel.

Anchorage Katılım Şubat 2009
1.8K Takip Edilen2.2K Takipçiler
Sabitlenmiş Tweet
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
Through our involvement w/ @BudgetHawks we have b/c part of @FixUSorg, a project focused on developing ways to help bridge the divide in the country. As part of its efforts, FixUs has developed a "civility pledge" that we are adopting going forward as a standard on these pages.
Brad Keithley💲📊 tweet media
English
4
2
15
0
Brad Keithley💲📊 retweetledi
Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
To be clear, Alaska LNG has not signed a single **binding** sales agreement with an Asian buyer In other words, Alaska LNG has secured enough gas supply from Conoco, Exxon and others to support export. But it still hasn't secured the buyers (arguably the bigger hurdle)
Jack Prandelli@jackprandelli

Alaska LNG just locked in ConocoPhillips on a 30-year gas supply deal. The FID is now within reach. Glenfarne's Alaska LNG now has supply agreements with ConocoPhillips, ExxonMobil, Hilcorp Alaska, and Great Bear Pantheon. That's enough contracted volume to support a Final Investment Decision for Phase One. Phase One is a 739-mile, 42-inch pipeline running natural gas from Alaska's North Slope to in state consumers. Phase Two adds LNG export facilities at Nikiski the piece that turns this into a global story. For years, Alaska LNG was talked about and never built. The gas is there. The demand exists. The problem was always getting producers to commit. ConocoPhillips just changed that calculus.

English
5
21
64
9.6K
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
@alaskalandmine Even in the off-chance this passes the House, how does it ever get by the Senate? And even if it does that, how does Glenfarne have any confidence it's not amended in subsequent legislatures once people actually have the chance to read it.
Brad Keithley💲📊 tweet media
English
0
0
0
177
The Alaska Landmine
The Alaska Landmine@alaskalandmine·
This whole thing is unwittingly a master class on why two key major pieces of legislation should not be tied to one another. #akleg
English
5
1
16
1.8K
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
🤔 Interesting take and one we have talked about some on The Michael Dukes Show. There is some precedent for it (the "Big Inch" and "Little Inch" lines during the Second World War). But while invoking the DPA creates huge federal authority, it does not come with unlimited funding. Even with what was added by the One Big Beautiful Act, funding of that magnitude would likely require additional Congressional appropriations to the DPA Fund. In the current environment, the best way to do that would be in a reconciliation bill, but the one starting in the Senate now doesn't do that. One possible alternative could be to couple a little bit of DPA funding with foreign government contributions. As I said, interesting take.
Macomb, IL 🇺🇸 English
0
0
2
212
The Alaska Landmine
The Alaska Landmine@alaskalandmine·
This is not based on any specific information, but it seems what may be going on here is that the federal government is moving to nationalize the gasline project. After the games the #akleg and borough mayors are playing, the Trump administration’s patience must be wearing thin. Nationalizing it would make things move quickly. And those property taxes would be zero.
The Alaska Landmine@alaskalandmine

Wow. This is very interesting. @realDonaldTrump has invoked the Defense Production Act for "Natural Gas Transmission, Processing, Storage, and Liquefied Natural Gas Capacity." It does not specifically mention Alaska but it has to include the gasline. #akleg whitehouse.gov/presidential-a…

English
16
9
50
5.8K
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
@JDGravina In my time, I've watched and known a lot of coaches. Especially after what you accomplished this season, you easily could be following the same road as Amy, Ashton, Kate and others are taking. Western - and Macomb - are very fortunate you are staying instead.
Macomb, IL 🇺🇸 English
0
0
2
108
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
Hmmm, wondering if this means we start to see more ANS going west. #akoil #akleg
Jack Prandelli@jackprandelli

⛽️ Countries Most Dependent on Oil via the Strait of Hormuz 🇯🇵 Japan — 73% 🇰🇷 South Korea — 70% 🇮🇳 India — 42% 🇨🇳 China — 40–45% 🇵🇰 Pakistan — 60% 🇹🇼 Taiwan — 60% 🇹🇭 Thailand — 30–35% 🇸🇬 Singapore — 30% 🇲🇾 Malaysia — 25–30% 🇵🇭 Philippines — 25% 🇮🇩 Indonesia — 20–25% 🇻🇳 Vietnam — 20% 🇮🇹 Italy — 15% 🇪🇸 Spain — 12–15% 🇺🇸 United States — 2–5%

Macomb, IL 🇺🇸 English
0
0
2
315
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
A cautionary note for those who think the current situation justifies #aklng. ("... a justifiable learning of concern about a #LNG glut now could lead to an even bigger one later.") #akleg
Ira Joseph@ira_joseph

Here’s where a justifiable lessening of concern about a #LNG glut now could lead to an even bigger one later. Aspiring LNG projects are now emboldened, while traumatized LNG buyers and host governments maybe have had enough and will look for alternatives. @ColumbiaUEnergy #ONGT

Winthrop, MA 🇺🇸 English
0
0
1
429
Zack Gilbert
Zack Gilbert@zack_gilbert·
@alaskalandmine @bgkeithley So did ISER also look at budget cuts? @ $17B all-in spending (GF, program receipts, enterprise revs, etc.) family of 4 represents $8,000 spending - per month! In Juno that 4 adds $1,100 monthly muni spending. $9,000 too much government! Unsustainable.
English
1
0
0
36
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
#akleg
Giovanni Staunovo🛢@staunovo

It’s unclear how willing oil giants like Exxon Mobil Corp., Chevron Corp., ConocoPhillips and others are to pour substantial sums of money into a country run by a temporary US-backed government without established legal and fiscal rules. Exxon and ConocoPhillips didn’t respond to requests for comment Saturday. Chevron continues to operate in Venezuela under a special license from the US, it said in a statement. #oott bloomberg.com/news/articles/…

Schiller Park, IL 🇺🇸 QHT
0
0
0
213
Brad Keithley💲📊 retweetledi
Javier Blas
Javier Blas@JavierBlas·
One additional impact of the capture of Maduro: as noted by @BurggrabenH, the geopolitical risk around Guyana’s oil production (and future exploration) has collapsed. Unlikely to see any future Venezuelan gov making territorial claims against Guyana. Uplift for $XOM and $CVX
English
18
92
480
57.4K
Brad Keithley💲📊
Brad Keithley💲📊@bgkeithley·
🤔 Here's an odd fact. Some claim that #AKLNG would have a significant location advantage over USGC LNG in exports to Korea. But Alaska already produces significant oil, yet rarely exports any to Korea over USGC oil. #akleg
Oil by S&P Global Energy@SPGEnergyOil

COMMODITIES 2026: #Asian refiners drawn to #US crude imports for economic and diplomatic gains 🔷 South Korea still Asia’s top US buyer, Thailand imports up 30% 🔷 Weak EFS, WTI discount to Murban make US crude appealing 🔷 US crude purchases strengthen relations via trade deals okt.to/nAerCq

Macomb, IL 🇺🇸 English
0
0
1
255
Susan Sakmar
Susan Sakmar@SusanSakmar·
See you next year at World LNG back in Istanbul! 👋
Susan Sakmar tweet mediaSusan Sakmar tweet media
English
1
0
4
286
Susan Sakmar
Susan Sakmar@SusanSakmar·
🌍 Reflections from @Worldlngevent in Istanbul, Türkiye.🇹🇷 A few key themes stood out this year - shaping where global gas & LNG markets are headed. 🧵👇
Susan Sakmar tweet mediaSusan Sakmar tweet mediaSusan Sakmar tweet mediaSusan Sakmar tweet media
English
4
4
12
3K
Brad Keithley💲📊 retweetledi
Ira Joseph
Ira Joseph@ira_joseph·
The correct question indeed starting with LNG export facilities and ending with power generators and public schools. $5 Henry Hub means some pricey LNG in NW Europe and Asia. Not in my backyard can turn into not in my country as fast as you can say “re-election.” @ColumbiaUEnergy
Sam@SlBrandin

“Can AI data centers tolerate >$5/mmbtu gas?” Is asking the wrong question The right question is, can the rest of our economy tolerate it?

English
3
5
16
3.3K

Keşfet

@alaskalandmine @FT @JDGravina @zack_gilbert @BurggrabenH @elonmusk @BarackObama @taylorswift13