Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/46% of FY26 done, YTD avg (red) running -5kbd (-1%) v. F'cast.
1/2
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/46% of FY26 done, YTD avg (red) running -5kbd (-1%) v. F'cast.
1/2
1/2
1/2
> FY26 even ($0mil UGF)
> FY27 ⬇️ $5 (-$163mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 even ($0mil UGF)
> FY27 ⬇️ $5 (-$163mil)
> FY28-32 even (avg annual $0mil)
#akleg
2/end
2/end
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $2), mid (even) & long-term (even) v. SPRING25 F'cast (rev).
1/2
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $2), mid (even) & long-term (even) v. SPRING25 F'cast (rev).
1/2
> FY26 ⬆️ $1 (+$50mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$50mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/44% of FY26 done, YTD avg (red) running -12kbd (-3%) v. F'cast.
1/2
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/44% of FY26 done, YTD avg (red) running -12kbd (-3%) v. F'cast.
1/2
> FY26 ⬆️ $1 (+$42mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$42mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$55mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$55mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $2 (+$89mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $2 (+$89mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 even (avg annual $0mil)
#akleg
1/2
1/2
> FY26 ⬆️ $1 (+$83mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$83mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
2/end
2/end
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $2), mid (even) & long-term (⬇️ $1) v. SPRING25 F'cast (rev).
1/2
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $2), mid (even) & long-term (⬇️ $1) v. SPRING25 F'cast (rev).
1/2
> FY26 ⬆️ $1 (+$66mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$66mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/42% of FY26 done, YTD avg (red) running -14kbd (-3%) v. F'cast.
1/2
Using the prior yr's production profile as a baseline, the first charts YTD production levels compared w/the most recent F'cast (now SPRING25). W/42% of FY26 done, YTD avg (red) running -14kbd (-3%) v. F'cast.
1/2
> FY26 ⬆️ $1 (+$58mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$58mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$82mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 ⬆️ $1 (avg annual +$36mil)
#akleg
> FY26 ⬆️ $1 (+$82mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 ⬆️ $1 (avg annual +$36mil)
#akleg
> FY26 ⬆️ $1 (+$55mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$55mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$46mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$46mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
1/2
1/2
> FY26 ⬆️ $1 (+$64mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 ⬆️ $1 (avg annual $36mil)
#akleg
> FY26 ⬆️ $1 (+$64mil UGF)
> FY27 ⬇️ $3 (-$103mil)
> FY28-32 ⬆️ $1 (avg annual $36mil)
#akleg
2/end
2/end
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $1), mid (⬆️ $1) & long-term (⬆️ $1) v. SPRING25 F'cast (rev).
1/2
First, we chart YTD $$oil + the outlook from the current futures mkt v. DOR's most recent 10-year rev f'cast. Futures: near (⬇️ $1), mid (⬆️ $1) & long-term (⬆️ $1) v. SPRING25 F'cast (rev).
1/2
> FY26 ⬆️ $1 (+$64mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg
> FY26 ⬆️ $1 (+$64mil UGF)
> FY27 ⬇️ $4 (-$133mil)
> FY28-32 even (avg annual $0mil)
#akleg