[after getting the impression from the state that it would make timely payments.]
The boom and bust cycle of the oil industry is infamous.  Yet these companies are trying to claim that they "got the impression" that the state wouldn't suffer from the same issue?  And this is after a scant six years or so since the last bust in oil prices?
There is no excuse.  When the price of oil dropped the state of Alaska had to adjust and cut spending, delay and cancel projects, etc. but these guys don't want to do the same?  This looks like a bunch of whining from companies that knew better or should have known better.
I'm going to avoid making this political and mentioning recent proposals and changes that likely would have only increased state expenditures to benefit oil companies at the cost of every Alaskans' PFDs.