Change to Spare

The U.S. quietly increase it's oil & gas reserves & one state is the key

“Real G’s move in silence like lasagna”—Lil Wayne

Earlier this year, I wrote The Ghost of the Guano Islands Act, which explored how the United States’ territorial ambitions—particularly through Alaska—reflected deeper economic motives tied to resource extraction and infrastructure buildout. The Arctic, I argued, was no longer merely a geopolitical concern, but a frontier for digital and industrial power.

That thesis is now materializing. A convergence of federal energy policy, military logistics, private investment, and natural climate advantages is transforming Alaska into a keystone of American digital infrastructure—particularly in the high-growth sectors of AI computation and cryptocurrency mining.

In 2024, the U.S. Geological Survey (USGS) revised its estimates of recoverable oil and gas in Alaska, reporting approximately 15 billion barrels of technically recoverable oil and 100 trillion cubic feet of natural gas, concentrated in the North Slope and offshore basins. This represents a 15% increase from previous projections.

In response, the Bureau of Land Management (BLM) plans to auction up to 1 million acres of new leases across federal lands in Alaska in 2025. These developments open a strategic opportunity: redirecting some of this capacity to support high-load data infrastructure through vertically integrated energy operations.

Federal legislation increasingly reflects the interdependency of domestic energy production and advanced digital infrastructure:

• Under the Defense Production Act (DPA), over $1 billion has been allocated to fast-track energy projects supporting AI and crypto workloads.

• The National Defense Authorization Act (NDAA) 2024 includes $200 million to secure onshore compute infrastructure and supply chains, with Arctic-focused pilot programs slated for late 2025.

• The “Beautiful Bill” (H.R. 1234) offers tax credits up to 30% for digital mining operations powered by U.S.-sourced energy.

  

Together, these policies represent more than incentives—they are a directional bet. AI, Bitcoin, and other energy-hungry compute use cases are being brought onshore by design, and Alaska’s energy profile is aligned to capitalize.