Robert Sheldon (@R_Sheldon) profile picture

Facilitator of economic and business development at the high latitudes.

Joined October 2011
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Robert Sheldon retweeted
TIL @MaryPeltola is being investigated BOTH civilly and criminally, plus the US Attorney has motioned for expedited discovery by MONDAY (3:50 mark). At this rate we could see indictment(s) on election day. #akleg
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Robert Sheldon retweeted
Replying to @alaskalandmine
Holy moly! Where the %#@!* is @alaskapublic @AKpublicnews in all this? They are given our tax dollars and its all the independents with modest budgets that are scooping them!? They have some explaining to do.
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Robert Sheldon retweeted
There will be no sucessful environmental lawsuits against Alaska oil exploration and development the next two years. The Defense Production Act has been invoked: (1) domestic petroleum production, refining, and logistics capacity, including exploration and production, [..], are [..] essential to the national defense; (3) .. financial support for the development of production capabilities .. #akleg whitehouse.gov/presidential-…
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Robert Sheldon retweeted
Replying to @alaskalandmine
Yep, the Asian bid is bottomless (where shipments are headed) and responsible for this more than $18/barrel vs Brent and $29/barrel vs West Texas Intermediate crude. What a blessing ANS oil is for all Alaskans. And Asia. #akleg needs to wake up to this.
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Robert Sheldon retweeted
I love Fairbanks. 32 years ago, my wife Julie and I started our family here. And as Alaska’s Senator, I’ve always made sure Fairbanks and the Interior have a strong voice in D.C. Mary Peltola closed her Interior office when she was in Congress. And today, she refused to show up for the Fairbanks Chamber candidate forum—leaving me to speak to an empty chair. Once again, she’s showing blatant disrespect for Fairbanks and the Interior—and showing Alaskans exactly what kind of representation they can expect from her in the Senate.
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Robert Sheldon retweeted
Phenomenal interview with Bill Armstrong detailing that the best is ahead for Alaska with a likely equivalent 2 more Prudhoe Bay size fields to be found on our North Slope (state + federal lands). Drilling this winter to be epically revealing. #akleg
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Robert Sheldon retweeted
Yes, Golden Dome is expensive .. and with adequate compute it will become a reality. Alaskans and #akleg will benefit from this in coming years as the greatest Alaska economic driver ever seen.
"Experts have suggested the dome system would be physically impossible and enormously expensive — a trillion dollars or more over the next three decades" So which is it, impossible or expensive?
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Robert Sheldon retweeted
Ahem, as I was saying since April ...its not DPA, but it was negotiated by @POTUS. reuters.com/world/asia-pacif… #akleg
DPA is looming; recall in the 70s for TAPS, a law was passed to directly address ongoing delays, it'll likely rhyme this time. The downside is a PILT may simply be served while any unfinished business is frozen like the lawsuits were. Delay is delay. #akleg
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Robert Sheldon retweeted
Gold miners are now cheaper relative to the S&P 500 than at any point in history. This is the uncomfortable accumulation phase. Fundamentals remain intact, but prices continue to test investors' conviction. tavicosta.substack.com/p/the…
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Robert Sheldon retweeted
Happy 250th, America! 🇺🇸 Red (Mars), white (Moon), and blue (Earth) brought to you by the solar system.
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Robert Sheldon retweeted
Come on #akleg. Get it together and stop the charade. How appropriate the current @AKSenMajority President Gary Stevens is a playwright. Bamboozling the folks only works once - that was the 1st special session; get back and on record, you have alot to answer for in act II.
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Today Alaskans celebrate Don Young Day and honor a true Alaska legend. For 49 years, Congressman Don Young fought for Alaska in Washington. He used every committee chairmanship, every relationship, and every opportunity to make the case for Alaska. “North to the Future” was more than a motto to Congressman Young, it was a guiding principle. Don Young fought hard to develop our state, grow our resource base, and protect what makes Alaska so special; and it is that same spirit of optimism and opportunity that my team and I endeavor to continue as we work in the Congress on behalf of all Alaska.
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Robert Sheldon retweeted
You have zero idea whats coming. So unAlaskan - Prepare, prepare, prepare. BTW when I advanced Bradley Lake, everyone was throwing a fit at its 8.5¢/kWh, which was higher than the 6.5¢ paid then. We should have also done Tiekel in Copper Center too. This winter they paid well north of 55¢/kWh. They would have been at 16¢! For someone who says they are an expert in oil & gas and world events, well sheesh. And as for Hex, he wants you, the valley and Anchorage to keep paying $8+/mmbtu .. once @alaskalng operationing including export, we'll be half Hex! #akleg
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Robert Sheldon retweeted
“Alaskans of all ages and generations are counting on this project to empower the state we all love, and it must happen now.” #akleg adn.com/opinions/2026/05/23/…
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Robert Sheldon retweeted
People are beginning to awaken to the thin margin of oil production the world relies on. Energy induced poverty and even incarceration is real for countries that cannot or will not produce. We must encourage production, not stifle it. Renewables cannot solve this. #akleg
NEW - India's PM Modi calls for citizens and ‌businesses to conserve fuel, carpool, use electric cars and adopt the Covid-19 strategy of working from home, "in the interest of the country."
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People intuitively think that losing 10 mbld is 10x worse than losing 1 mbld ;) Well they are wrong, it is probably 30-40x worse for the economy. This is not a linear system, see the 1973 and 1980 oil crisis.
In case you are wondering on oil, from a legend 👇
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Robert Sheldon retweeted
Most Gulf reservoirs have medium pressure, but over half of Iran's have very low pressure, putting them at risk for permanent loss after shut-ins, via near-wellbore water emulsions, clay swelling, and water blockages(chart Rystad/Goldman).
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Robert Sheldon retweeted
This likely means @anduriltech and potential invocation of the Defense Production Act -if declined- which was just done with California oil production. Many presidents have previously taken this path.
PENTAGON APPROACHES AUTOMAKERS & MANUFACTURERS TO RAMP UP WEAPONS PRODUCTION - WSJ
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Robert Sheldon retweeted
the idea that the privilege of the reserve currency automatically guts the domestic industrial base was true when the world was globalizing, there was one supply chain, and the law of one price was intact. Those days are over.
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Robert Sheldon retweeted
"1 big thing" at @CERAWeek: Alaska LNG. @SecretaryWright Alaska LNG "single most important energy infrastructure project of this whole administration" via @axios #ONGT #OOTT #LNG #CERAWeek axios.com/newsletters/axios-…
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