{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Energy Markets Daily","title":"Geographic Feature: Alaska","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/f9562238\"></iframe>","width":"100%","height":180,"duration":159,"description":"Tuesday, September 22, 2026. Alaska: leading US oil producer. July 2026 statewide ~14.113M barrels (~455k bpd). FY2026 ANS forecast 459.2k bpd, total ~466.8k bpd. June ~414.3k bpd (seasonal MoM decline). July ~456k bpd (+2% MoM). EIA calendar 2026 forecast ~477k bpd (13% growth, largest annual increase decades). FY2027 projected 518.5k bpd. Pikka (Santos/Repsol) first oil spring/Q2 2026, Phase 1 ~80k bpd ramp, major ANS growth contributor. Willow (ConocoPhillips) FY2029. Fields FY2026: Prudhoe Bay core ~181.5k bpd (long-term decline, drilling/workovers/infill offset), satellites (Aurora/Milne Point/Polaris/GPMA) ~107.3k bpd combined, Kuparuk/others substantial, Cook Inlet ~7.6k bpd. Prudhoe Bay operator Hilcorp, 2026 Omega Pad expansion, drilling/workover activity. ANS crude Sep 15 $115.38/bbl (surge amid global/Hormuz supply concerns). TAPS operational stable, production growth offsetting prior throughput decline risk. Cook Inlet gas July 2026 31.3 Bcf. Hilcorp active year 28 wells planned (19 grassroots, sidetracks/infill). BlueCrest Lower Tyonek A funding Sep 2026, first gas ~Mar 2027 ~25 Mcf/d initially. Winter supply context: potential shortfall, Hilcorp holds ~30 Bcf storage entering winter. Legislative discussions on supply adequacy, renewable transitions. Long-term trajectory: FY2027 ~518.5k bpd, early 2030s >600k bpd scenario (Pikka/Willow, reversing multi-decade decline 1980s+). North Slope dominates Alaska energy profile. New projects reversing production decline.","thumbnail_url":"https://img.transistorcdn.com/U36G3q8LRcUNVnqsKxxoyD29VrpCUp_hS1pTIecj8QA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kNzMw/ZTFlZDQ2NTZmYTAw/YzVkZDJiYzQyNTQw/ODQ5MS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}