Oil, gas, renewables, and energy policy
Federal royalty rules for oil, gas, and coal leases could cut payments to Alaska, tribes, and individual Native mineral owners if the Interior Department's proposal takes effect.

Three Alaska military bases are auditioning to host the AI boom — JBER can't power it, Eielson is leaking PFAS at it, and Clear has 4,769 acres, a DDT drum dump, and all the groundwater you can drink.
Special session concludes without passage of a gasline bill, and now the question is if this is an end to negotiations or if they'll continue tomorrow. The Governor thinks they're close.
Iran War Powers Resolution: Murkowski yes, Sullivan no. The 2020 version went the same way. Pattern noted.

DNR is leaning toward approving a 30-year hydroelectric project on Fishhook Creek in Hatcher Pass. You must submit written comments by July 29 to appeal the decision later.

MEA is giving away EV chargers to Mat-Su hosts — but only the box is free; the host pays to install it, and the co-op pockets three years of charging data.
ENSTAR locked in $16 per thousand cubic feet for North Slope pipeline gas, undercutting LNG imports at $20 to $23 but raising costs 48% above current Cook Inlet supply before adding $4.50 to $6 in distribution and storage charges.
Tidal energy permit in Isanotski Strait. Small ask. Alaska has the biggest U.S. tidal resource, and Cook Inlet gas is running down.
A conference committee spent two days on Alaska's $44B gas line, and the sharpest fight was over a pass-through tax on Hilcorp that doesn't need the pipeline to exist.

Dunleavy calls special session within one hour of adjournment to cut property taxes on Alaska's gas pipeline project. • Current law imposes roughly one billion dollars in annual taxes, making the project uncompetitive. • Federal support depends on Alaska restructuring its tax system to make the project viable. • Municipalities must accept lower taxes to help finance the project.
This episode covers the week's major Alaska stories: a gas pipeline tax bill that added oil tax increases, the Point Thomson condensate trade-off for pipeline gas, Mount Edgecumbe enrollment crisis, and McNeil River bear sanctuary access proposals.
Alaska DNR offered a 50-year lease to STAK Energy for a massive data center on the North Slope that would use natural gas to power 1 to 3 gigawatts of computing, with public comments due June 15.
Shake shake shake


Alaska signed an agreement with South Korean firm POSCO International to develop geothermal energy and green methanol production at Mount Augustine volcano in Cook Inlet, part of a six-project development deal.
Alaska Senate reviewed gas pipeline bill cutting annual taxes from $1 billion to $74 million. • Developer could earn $5 billion yearly while consumers face gas prices more than double current rates. • Bill includes $50 million construction fund and requires Fairbanks spur line. • Senators questioned if impact funds adequately address community needs.

Glenfarne secured financing for Alaska LNG pipeline, targeting 2027 construction and 2029 delivery to Cook Inlet, pending tax legislation. • National Petroleum Reserve-Alaska lease sale drew $163 million in bids for 1.3 million acres, though one block faces court challenge. • Dunleavy and economist Wade argued regulatory streamlining and energy access drive economic growth.
Trump invoked the Defense Production Act and is trying to push $89m to help build a coal plant in Alaska

Philip Wight won a Golden Valley Electric Association board seat with 76% of the vote, and members approved nine bylaw changes, both taking effect at the June 23 board meeting.

The Senate Resources Committee passed a gas pipeline tax bill that includes an oil production tax floor increase from four to six percent, prompting industry criticism despite thirty-two hearings on the measure.
Federal regulators renewed HEX Operating's permit to incidentally harass marine mammals during natural gas work in Cook Inlet through September 2027.

Stack Energy plans $20 billion data center south of Prudhoe Bay with 10,000 construction jobs starting 2026. • Off-grid facility uses local natural gas, targets operations by late 2028. • Waste heat could power large-scale Alaska greenhouses. • Company pays state taxes and partners with Alaska Native groups on workforce training.

The Anchorage Assembly's $859K Eklutna study isn't a small procurement — it's part of a decades-long fight over fish, hydropower, and tribal claims.

Dunleavy and business author Wade say Alaska must cut regulations to compete for investment and jobs. • Wade argued over-regulation keeps poor nations poor, citing special economic zones as a model. • Dunleavy said a major energy project awaits legislature approval and could create thousands of jobs. • Wade told energy industry reliable, affordable power is essential to human flourishing.

Governor Mike Dunleavy urged the legislature to pass a payment-in-lieu-of-taxes bill within three weeks, calling it essential to financing what he described as the largest project in Alaska history, an LNG pipeline from the North Slope.

National Renewable Energy Laboratory and University of Alaska Fairbanks expanded their partnership Wednesday to focus on critical minerals, energy infrastructure, and workforce development for Alaska's energy sector.

Alaska LNG secured private financing to build 800-mile pipeline from North Slope to Cook Inlet, targeting 2027 construction start and 2029 gas delivery. • Needs tax stabilization law and utility regulator approval to proceed. • Export facility would sell 20 million tonnes of LNG yearly, mostly to Asia. • Project addresses Cook Inlet gas shortage and aims to lower Alaska energy costs.

Four nuclear firms racing to deploy microreactors in Alaska by 2029, starting 2027. • Radiant, Antares, Applied Atomics, NuCube targeting military bases and remote industrial sites. • Alaska cleared regulatory path in 2024. Air Force already signed contracts. • No US private microreactor yet operating or backed by commercial power deals.

Alaska LNG pipeline signed contracts, targets 2029 delivery, but governor and legislature split on tax framework. • Southcentral consumers could pay $22.96 per thousand cubic feet if exports fail, double current rates. • Federal officials highlighted critical minerals and $1 billion in funding, but permitting takes 15 to 18 years. • Rural Alaska pays $6.63 per gallon with no pipeline relief in sight.
Anchorage's mayor told Senate Finance LNG would cost "tens of millions" — a number that lands somewhere between $23M and $173M. Her plan targets $23M.

Rep. Nick Begich cited a record $163 million Alaska oil lease sale as evidence that federal policy certainty drives energy investment, and called for faster permitting to unlock Alaska's oil, gas, and geothermal resources for national security.

All four major Railbelt utilities filed tariffs for shared-solar programs on June 2 and 3, letting Alaskans buy shares in renewable facilities without installing rooftop panels and receive credits on their monthly electric bills.

Fish and Wildlife Service is asking Congress for $5.1 million to cut endangered species review times from 30 to 14 days, a change that could speed up Alaska energy and mineral projects that have faced years of federal delays.

Alaska House Finance Committee examined a plan letting the state buy 5 to 25 percent equity stakes in Alaska LNG for up to $4 billion total, while conditioning a tax break for the pipeline on building a 30-mile spur line to Fairbanks.

Alaska LNG delays exports, focuses first on supplying in-state gas from North Slope to Cook Inlet. • Lawmakers debate tying tax breaks to a required gas line serving Fairbanks. • Company warns narrow financial window and limited pipeline capacity pose challenges. • Governor says tax breaks are needed to compete with cheaper energy projects elsewhere.

Chugach's gas-to-renewables shift has its first concrete entries: four hydro projects on four Southcentral creeks, 52 MW total.

Chugach Electric won an easement from the Alaska Mental Health Trust Authority to realign a power line at Community Park Loop in Anchorage.

Rural Alaska villages are paying $9 to $14 a gallon for fuel locked in at peak war prices and cannot wait for global prices to fall, Senator Murkowski warned

The Railbelt Transmission Organization's Tariff Subcommittee meets Thursday to draft rules for how backbone transmission costs get divided among utilities. The tariff will affect electric rates from Fairbanks to Homer.

Alaska Sustainable Energy Conference opened May 19 in Anchorage with nearly 1,000 energy leaders from 35 states and 10 countries. • Alaska signed a memorandum with National Laboratory of the Rockies on mineral supply and remote energy reliability. • Alaska and Yukon renewed an accord creating working groups on Arctic dialogue and transportation.












