ECONOMIC MOODINESS
Morning gray skies, and an Epstein vote – while property tax increases have Minnesotan’s buzzing, bitter and baffled. The economy is a daily dose of dour.
Add to that, Winter heating costs are estimated to go up 7.6% this year on average. TCF: https://fluence-media.co/4oQYNKE
Wolves win. Wild host Carolina tomorrow.
The new curling team to cheer for to make the Olympics includes longtime friend and reader Rich Ruohonen – an attorney in those TSR ads. Don’t ghost us Team Casper.
Eat it, Weird Al is coming to the State Fair Grandstand next year. MPR: https://fluence-media.co/4877XLT
41 percent of young adults are considering a move out of Minneapolis – and that ranks 19th. AXIOS: https://fluence-media.co/4oIRDrJ
The Cass County deputy who was shot in Walker is out of the hospital. FOX: https://fluence-media.co/3XxZnAP
CBS finds that 55% of Americans think Republicans “got more of what they wanted” from the deal to end the federal shutdown. POLL: https://fluence-media.co/4r6cbMk
ACP finds that 47% of Americans have used AI in the last two weeks, but only 26% feel positive about its potential impact on the future and 62% say AI needs more regulation. SURVEY: https://fluence-media.co/3M6i7VC
It’s National Princess Day for those who know one.
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The latest insight from Fluence Advisory on the loss of institutional knowledge from the Minnesota Legislature. READ:https://fluence-advisory.com/insights/
TUESDAY PREVIEW
DFLer Amanda Hemmingsen-Jaeger and Republican Michael Holmstrom, Jr. will be sworn in for Minnesota Senate today following their special election victories. The event is at 10:00 a.m.
Yesterday, the wave or retirement announcements confirmed our theory that 2026 is going to be a change year – no matter what. Setting up a 2027 legislative budget session that will be – dynamic.
EPSTEIN: via Star Tribune, VERBATIM: “The Republican-controlled U.S. House of Representatives is expected to approve a measure Tuesday to release government files on deceased sexual predator Jeffrey Epstein after President Donald Trump reversed his position on the matter, though it’s unclear how Minnesota’s four GOP members will vote on the issue. … Trump’s shift could provide cover for some members who have faced increasing pressure from his supporters to make good on a campaign promise to release the Epstein files. At least one Minnesota Republican, [Michelle Fischbach], has already received pushback from right-wing activists in Minnesota over the files. … Before Trump’s change, House Majority Whip Tom Emmer, the No. 3 Republican in the chamber, said [last week] he would not vote on the petition or push for votes either for or against it.” READ: https://fluence-media.co/47LKb9n
FINSTAD: Expect Rep. Brad Finstad to vote “Yes” on releasing the Epstein files.
RESPONSE: Rep. Kelly Morrison (D-3rd) told the Star Tribune that she thinks Pres. Donald Trump may have changed his position on the Jeffrey Epstein files and urged Republicans to vote for releasing them because he no longer thinks he can stop the bill’s passage today. MORRISON: “President Trump has the power to release them today. The reason this discharge petition is happening, even, is because he’s not releasing them.”
From Europe via Office of the Governor, VERBATIM: “Governor Tim Walz today issued two writs of special election to fill vacancies in State House Districts 47A and 64A. … [Elections] will be held on Tuesday, January 27, 2026. If necessary, special primary elections for nomination of candidates will be held on Tuesday, December 16, 2025. Affidavits of candidacy and nominating petitions may be filed [until] November 25, 2025.” READ: https://fluence-media.co/4r6BLkt
VACANCIES: Via Axios Twin Cities, the 201 seats in the Minnesota Legislature have only been 100% occupied for 42 days this year due to a large number of vacancies, and just 17 of those days occurred during the 2025 legislative session. READ/DATA: https://fluence-media.co/4r70ntc
SD49: Sen. Steve Cwodzinski (D-49) will not seek reelection in 2026 after nearly a decade in the state Senate. Via his announcement, CWODZINSKI: “Thank you, Minnesota, with a special shoutout to Eden Prairie and Minnetonka. I still have 12 months to listen and learn from you all. … Together, we can solve a few pieces of the puzzle and together leave Minnesota a more perfect union. My enthusiasm and passion for our democracy will never waver.” READ: https://fluence-media.co/3LJj46e
BUZZ: Buzz is that Rep. Alex Falconer to run for Sen. Steve Cwodzinski’s seat.
SD22: Former Rep. Jeremy Munson will run to succeed Sen. Rich Draheim in Senate District 22 next year. Via his announcement, MUNSON: “As legislative colleagues, Rich and I wrote common-sense bills together, and it was an honor to serve half of his Senate district in the House of Representatives. I look forward to continuing that work for the entire district. … If we want to champion conservative principles and change the direction of our district and state, we need legislative and statewide victories next fall.” READ: https://fluence-media.co/4oQOvKw
ICYMI: Yesterday’s lunch take featured coverage and analysis of Sen. Rich Draheim and Rep. Sandra Feist announcing their retirements. SEE: https://fluence-media.co/483eC9M
INSIGHT: via Fluence Advisory’s latest Insight Memo, VERBATIM: “Since 2020, the Minnesota Legislature has lost some of its longest-serving members in state history. Twenty-eight of those members left with a combined total of 747 years of service. Many established themselves as MNLEG heavyweights over their careers at the Capitol (see chart). Leaders of their caucuses, chairs of major committees, authors of landmark legislation... their departure has significantly reduced the amount of institutional knowledge and the ability to legislate effectively at the Capitol.” DOWNLOAD: https://fluence-advisory.com/insights/
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NEXT YEAR
GOV RACE: via MPR News, VERBATIM: “A third-party candidate has entered Minnesota’s race for governor with a big financial splash and a belief that he can recapture the sentiment that caused voters to break from the major parties in 1998. Mike Newcome filed paperwork late last week to begin building his campaign as a Forward Independence Party candidate. He said Monday that he has already put $100,000 of his own money into the effort. … Newcome, who spent his career in private equity and then growing his own business, has not been involved in politics recently. … [But] Newcome said he worked on the campaigns of former Republican Gov. Arne Carlson and former U.S. Sens. Dave Durenberger and Rudy Boschwitz.” READ: https://fluence-media.co/3JQZCnB
AUDITS: via KSTP, VERBATIM: “The Minnesota Legislative Audit Commission picked four new state programs for the legislative auditor to focus on in 2026. They range from autism programs in schools to MNDOT’s handling of private contractors to regulation of state nursing home care. The list also includes scrutiny of how the Department of Human Services Office of Inspector General (OIG) does its job. … The four new audits will be in addition to seven others already in the pipeline.” READ/WATCH: https://fluence-media.co/3K5iRd4
HSS FRAUD: via KARE 11, VERBATIM: “A Housing Stabilization Services (HSS) company owner pleaded guilty in federal court on Monday, admitting that he used the taxpayer-funded program — intended to provide housing assistance to vulnerable individuals — to defraud Medicaid. Asad Adow, the 26-year-old owner of Leo Human Services LLC, pleaded guilty to one count of wire fraud, acknowledging he knowingly submitted false billing claims for services his company never provided. … Leo Human Services LLC billed more than $2.7 million, according to state data. Asad is the second defendant to enter a guilty plea in the federal fraud probe.” READ/WATCH: https://fluence-media.co/3JJf6tQ
CLEAN | RELIABLE | AFFORDABLE: via Xcel Energy, VERBATIM: “We’re powering the Upper Midwest with clean, reliable, and affordable nuclear energy. For more than 50 years, our Prairie Island Nuclear Plant, located near Red Wing, MN, has been a workhorse of reliable, carbon-free energy. With two pressurized water reactors producing about 1,100 megawatts, Prairie Island generates enough electricity to power 1.5 million homes across the Upper Midwest. Unlike sources that depend on weather, nuclear energy delivers 24/7 reliability — providing the power we need today while protecting the environment for tomorrow.” LEARN MORE: https://fluence-media.co/4oCHdK9 (SPONSORED: Xcel Energy)
MN + DC
TARIFFS: via Star Tribune, VERBATIM: “Minnesota’s newest member of Congress is calling on House Speaker Mike Johnson to hold a vote on President Donald Trump’s contested tariff authority. Rep. Kelly Morrison, the Deephaven Democrat who sits on the small business committee, sent a letter to Johnson on Monday calling Trump’s tariffs on Brazil, Canada and a host of other countries ‘likely illegal’ and pushing for Congress to regain control of its constitutional authority. … Morrison’s letter is co-signed by 17 Democratic colleagues.” READ: https://fluence-media.co/3XAdvJW
DESPITE THE CHALLENGES OF RURAL HEALTH CARE, ESSENTIA IS RECOGNIZED FOR PROVIDING TOP CLINICAL CARE: According to the latest report from Minnesota Community Measurement, a statewide resource on health care quality, costs and equity, Essentia ranked as a high performer with 19 of 20 clinical quality metrics scoring above statewide averages. According to Dr. Maria Beaver, chief quality and patient safety officer at Essentia: “This is a testament to the amazing care provided by all our clinical care teams and all our colleagues who support them.” LEARN MORE: https://fluence-media.co/4dCxy1D (SPONSORED: Essentia Health)
DEFENSE: via NatSec MN advisory, VERBATIM: “The Defense Innovation Unit (DIU), part of the U.S. Department of War (DoW), recently selected the Minnesota National Security Ecosystem (MN-NS-ECO) to operate a Defense Innovation OnRamp Hub. This new designation will bring Minnesota talent and technology companies greater opportunities to support DoW needs. DIU works with companies to rapidly prototype and scale technologies for national defense and currently operates OnRamp Hubs across the U.S. in Arizona, Hawai’i, Kansas, Ohio and Washington. The addition of OnRamp Hub: Minnesota presents an opportunity for talent and technology companies across the state. … These Hubs serve as accessible entry points, or local ‘front doors,’ for innovators to collaborate directly with the DoW.”
REAX: DFL Rep. Betty McCollum and GOP Rep. Brad Finstad both praised the new Defense Innovation OnRamp Hub in Minnesota.
● McCOLLUM: “Minnesota’s leadership in commercial and dual-use technologies can deliver cost-effective solutions with tangible benefits to both economic and national security. … [This is] an important new asset for convening stakeholders with a professional staff dedicated to engaging Minnesota’s incredible innovators and working to accelerate the adoption of important new technologies for national defense.”
● FINSTAD: “Minnesota has the talent and technology to contribute more to our national security, and launching the OnRamp Hub: Minnesota is a fantastic step to do just that. … I want to see homegrown Minnesota commercial and dual-use technology in the hands of our warfighters. The OnRamp Hub: Minnesota will not only be an open door to benefit our innovators, but it will assist our Minnesota companies in successfully working with the Department of War.”
FED FUNDS: via Sen. Tina Smith advisory, VERBATIM: “Senator Tina Smith (D-MN) led 41 of her colleagues in calling on the Trump Administration to immediately halt plans to cut housing funding for people who were previously homeless. 3,600 Minnesotans could lose their housing and be forced back into homelessness under the Trump Administration’s proposed changes to the Continuum of Care program. Minnesota received approximately $48 million in funding last year. … The Senators requested that the Administration use existing authorities to renew grants and change course to prevent massive disruption to homelessness programs. A similar letter was led by House Republicans.” LETTER: https://fluence-media.co/4ol2pnj
MORE: via WCCO-TV, VERBATIM: “Dozens of Minnesota nonprofits and advocates warn that planned federal housing grant changes could mean thousands of Minnesotans overcoming homelessness will return to the streets. … Beacon Interfaith Housing Collaborative joined 180 other advocacy groups and nonprofits in signing a letter to the Congressional delegation warning that the cuts to housing support could impact 3,600 Minnesotans and 170,000 Americans nationwide.” READ/WATCH: https://fluence-media.co/3K9tuvt
BROADBAND: Comcast is rewriting the broadband playbook in the Twin Cities. From neighborhood networks to next-gen tech, we’re delivering community-first internet connectivity with no contracts, no surprises. The new Xfinity package means unlimited data, blazing-fast, reliable speeds and a 5-year price guarantee, plus free mobile for a year. It’s not the old Comcast — it’s a bold new era of connection. Let’s power the future, together. LEARN MORE: https://fluence-media.co/Comcast2025-1 (SPONSORED: Comcast)
HEALTHCARE
RURAL: via MPR News, VERBATIM: “Minnesota has applied for a share of $50 billion in federal funding for rural health care that was approved by Congress as part of President Trump’s One Big Beautiful Bill Act…The Minnesota Department of Health applied for $1 billion dollars over five years. Its 62-page application lays out detailed plans for the funds, including fellowships aimed at getting more medical students training and working in rural areas, adding more telehealth opportunities and providing more preventative care screenings in local venues, such as schools, pharmacies and tribal clinics.” READ: https://fluence-media.co/4oXqH7C
UCARE: via Bring Me The News, VERBATIM: “Independent health insurer UCare on Monday announced plans to shut down next year, with ‘certain contracts and assets’ to be sold to Medica. … According to the announcement, individuals enrolled in UCare’s 2026 Medicaid and Individual and Family Plans will continue to receive services ‘without interruption.’ But the news is raising concerns about dwindling options for patients in Minnesota, especially as looming federal Medicaid cuts threaten care access. … The acquisition is expected to close in the first quarter of 2026.” READ: https://fluence-media.co/3LKHMTR
MORE: via Star Tribune, VERBATIM: “About 300,000 people receiving Medicaid and Affordable Care Act benefits through UCare will transition to Medica. … It’s too early to say how the closure will affect plan pricing in the wider market for government-funded insurance coverage, which has been its primary business...” READ: https://fluence-media.co/4r0Z92V
INSURANCE: via MNsure press release, VERBATIM: “[MNsure] assures UCare members that their health plans through MNsure will not change in coverage or cost for plan year 2026. … For consumers who are currently enrolled in a 2025 UCare private plan, there are no changes to coverage. … For consumers who have selected a 2026 UCare private plan through MNsure, coverage will continue as planned — they don’t need to switch plans. … Benefits will stay the same. Provider networks will not change. There are no changes to 2026 premiums. There is no action required from consumers at this time.”
MORE: MNsure has published an explanatory webpage on the UCare announcement. WEBPAGE: https://fluence-media.co/4oJvgSW
RESPONSE: via DFL Sen. Matt Klein, chair of the commerce committee, KLEIN: “Minnesota is a leader in healthcare in part because of our competitive, mission-driven health insurance marketplace. I am deeply concerned about the long-term implications of shrinking consumer choice. … When the number of viable insurance plans decreases, patients lose options, communities lose bargaining power, and the entire healthcare marketplace becomes more fragile.”
(DISCLOSURE: UCare is a client of Fluence)
BUSINESS EXCELLENCE: Flint Hills Resources was just awarded the 2025 Large Business of the Year award from the Dakota County Regional Chamber of Commerce at their annual Business Excellence Awards celebration. The award celebrates the outstanding achievements of businesses that exemplify the thriving and growing spirit of Dakota County. The businesses honored make an impact and contribute to the continued success of our community. LEARN MORE: https://fluence-media.co/46lTpIs (SPONSORED: Flint Hills Resources)
FLYING
MSP: via Bring Me The News, VERBATIM: “The Federal Aviation Administration (FAA) has ended flight reductions at Minneapolis-St. Paul International Airport (MSP) and dozens of other airports across the country. … Flight capacity was cut by at least 4% starting Nov. 7 as a result of the federal government shutdown, which ended last week. There were four flight cancellations at MSP on Monday, compared to more than 70 a week ago when restrictions were in place.” READ: https://fluence-media.co/4829yCO
STRIKE: via UNITE HERE advisory, VERBATIM: “Over 200 airport food service workers at the Minneapolis–St. Paul International Airport (MSP) announced today that they will go on strike before Thanksgiving, one of the busiest travel periods of the year. … Workers represented by UNITE HERE Local 17 [are] demanding significant wage increases and lower health insurance costs. … The workers’ contract with HMSHost expired in December 2024, and the no-strike clause was lifted in May 2025.”
ISSUES
HEMP/THC: via Forum News Service, VERBATIM: “Minnesota lawmakers [are] looking for a way forward as a new federal limit on THC looms. … Rep. Nolan West, R-Blaine, who has worked on Minnesota’s cannabis legislation in recent sessions, said when he first heard of the new federal limit, he didn’t believe it. Once he looked at the bill language and realized it was going to pass, he said it was ‘horrifying.’ … Sen. Lindsey Port, DFL-Burnsville, who authored Minnesota’s recreational cannabis legalization, said that while hemp will stay legal in the state, the [new] limit effectively will halt the state’s industry with federal interactions like taxes and interstate commerce.” READ: https://fluence-media.co/44ecyKY
IMMIGRATION: via Star Tribune, VERBATIM: “In Fort Snelling this year, more than 225 people have watched their immigration case dismissed at the government’s request, only to be arrested by ICE agents after leaving the courtroom. They were then placed in expedited removal, according to the Advocates for Human Rights, which staffs Fort Snelling courtrooms daily with legal observers. … Expedited removal was previously reserved for migrants caught within 100 miles of the border and within two weeks after crossing illegally. Now, the Trump Administration is applying it to noncitizens living anywhere who can’t show they have been in the U.S. for at least two years.” READ: https://fluence-media.co/3LKh6Ti
CHARTERS: via KSTP, VERBATIM: “Hefty salaries for charter school leaders do not necessarily mean high performance in the classroom, according to a review of contracts and school grades throughout the state. 5 INVESTIGATES analyzed contracts at the 30 largest charter schools in Minnesota, focusing on compensation, benefits and student achievement. … Every year, the state spends hundreds of millions of dollars – up to a billion – on the 173 charter schools across the state. … [But] state data for the 30 biggest charter schools shows about half of them are below-average in achievement areas like reading and math.” READ/WATCH: https://fluence-media.co/3JZJKz8
SETTLEMENT: via DLI press release, VERBATIM: “The Minnesota Department of Labor and Industry (DLI) has recovered over $82,000 for earned sick and safe time (ESST) violations for 442 workers and over $80,000 in penalties for failure to provide employment statements to 101 recruited migrant agricultural workers, as a result of a settlement with R.D. Offutt Farms Co. All money recovered will be paid to workers. … This investigation is part of a broader effort to improve compliance with labor laws in the agricultural industry.” ORDER: https://fluence-media.co/3M6HmqN
AROUND MN…
MPD: via KSTP, VERBATIM: “Minneapolis police are in the early stages of identifying gaps in the online reporting system used by victims. The city’s current online reporting platform mostly accepts reports about non-violent crimes, including property crimes, that MPD said can result in reports that are ‘vague’ or lack essential details for detectives to investigate. … Deputy Chief Emily Olson briefed the Minneapolis City Council [that] changes need to be made to the online program that has been used since 2018.” READ/WATCH: https://fluence-media.co/3XzFJo5
ST PAUL: via Pioneer Press, VERBATIM: “It just got a pinch easier to open a coffee shop in St. Paul, and to add housing above it — but it could get easier still. … The St. Paul City Council [has] approved a longstanding effort to encourage more pedestrian-oriented design in ‘T districts’ while allowing, in some cases, greater height and density under a simplified zoning code. The changes run from mild to meaningful, merging some sections of the zoning code while canceling others outright. The council’s 7-0 vote was immediately followed by a decision to perform a follow-up zoning study that aims to potentially refashion more of the city’s commercial corridors as mixed-use ‘T districts,’ especially along transit lines.” READ: https://fluence-media.co/4raXcRC
DULUTH: via Sen. Amy Klobuchar advisory, VERBATIM: “Senator Amy Klobuchar (D-MN) and Senator Tina Smith (D-MN) announced they have secured significant federal funding for Duluth International Airport’s air traffic control tower replacement project. The grant provides $20 million to fund the relocation of the Duluth air traffic control tower. … This funding comes from the Airport Terminal Program, one of three aviation programs created by the Bipartisan Infrastructure Law. … Klobuchar, Smith, and [Rep. Pete] Stauber led the entire Minnesota delegation in [supporting] funding to build a new air traffic control tower.” READ: https://fluence-media.co/48kC4AH
COTTAGE GROVE: via WCCO-TV, VERBATIM: “The mayor of Cottage Grove, Minnesota, recently posted on Facebook that the city will no longer provide its ambulance service to surrounding cities unless they pay up. Cottage Grove provides EMS to the cities of St. Paul Park, Newport and the Township of Grey Cloud Island. … ‘I cannot honestly justify the Cottage Grove taxpayer continuing to pick up the costs of these losses coming out of our neighboring communities,’ Mayor Myron Bailey wrote. … A decision on ambulance services in those cities is expected by next month, according to Bailey.” READ/WATCH: https://fluence-media.co/49qVPro
CLEAR LAKE: via Star Tribune, VERBATIM: “Three municipal employees are accused of embezzling about $200,000 from Clear Lake, Minn., when they were employed as city clerk, public works director and firefighters. … Criminal charges [were] filed in early November in Sherburne County District Court. … All three were charged with one felony count each of theft and embezzling public funds. … According to the criminal complaints, the Sherburne County Sheriff’s Office received a report of financial fraud from the city in April 2024. Clear Lake, with about 650 residents, is 10 miles southeast of St. Cloud.” READ: https://fluence-media.co/48i1qPI
AHEAD…
TODAY: Gov. Tim Walz is in Switzerland to participate in a medical technology innovation breakfast, visit Takeda, and attend a reception in Düsseldorf with his Minnesota trade delegation and local businesses.
TODAY: State Auditor Julie Blaha will join state and industry leaders on a press call at 11:00 a.m. to discuss policies from the Trump Administration, including tariffs on construction materials and proposed changes to housing programs, and how they are “undercutting Minnesota’s economy and destabilizing farming communities,” per a release.
TODAY: via MN Senate, VERBATIM: “Senator Erin Maye Quade (DFL-Apple Valley) and Representative Mohamud Noor (DFL-Minneapolis) invite Minnesotans to join them in a discussion of human services needs in their communities at a Human Services Town Hall on Nov. 18.” The event is at 5:30 p.m. in Minneapolis.
TODAY-TMRW: Unionized Starbucks baristas in Minneapolis and Chanhassen will picket as part of a nationwide strike at 8:00 a.m. Tuesday and 12:00 noon Wednesday.
TOMORROW: via MN Chamber, VERBATIM: “The Minnesota Chamber will host its 2025 Economic Summit: Minnesota’s Economic Imperative next Wednesday. … This initiative will bring together business leaders, innovators and policymakers. … The event will also feature the release of the 2026 Business Benchmarks report, an annual data-driven analysis of Minnesota’s economic competitiveness.” The event is at 9:30 a.m. in Eagan. DETAILS: https://fluence-media.co/49zCIf1
TOMORROW: The Minnesota House fraud oversight committee will hold a hearing on “fraud prevention in the Paid Family and Medical Leave program” with DEED officials at 10:00 a.m.
THURSDAY: via MN House, VERBATIM: “From 6:00 – 7:00 pm, Representative Kristi Pursell (DFL-Northfield) and DFL members of the House Health Committee will host a listening session focused on rural healthcare affordability in Saint Peter. … Health committee members will hold a series of listening sessions in rural Minnesota through the end of the year.”
THIS WEEK: via DEED advisory, VERBATIM: “Governor Tim Walz will lead a trade mission to Switzerland and Germany November 15-21. … The delegation will travel to the major business centers of Zürich, Düsseldorf and Berlin. The mission will focus on growing the state’s exports of goods and services.”
SATURDAY: The Minnesota Association of Black Lawyers will hold its annual gala in Minneapolis on Nov. 22. Former U.S. Attorney General Eric Holder will be the keynote speaker.
NOV 30: via MNLEG advisory, VERBATIM: “On Sunday, November 30, 2025, at 1:00 p.m. (Parks’ Birthday), Rep. Samakab Hussein (DFL-Saint Paul), DFL Vice Chair of the House Legacy Committee, and Minnesota Senate Legacy Committee Chair Sen. Foung Hawj (DFL-Saint Paul), will be joined by Dr. Robin Hickman -Winfield, executive producer and CEO of SoulTouch Productions, Amy Mino, executive director of the Landmark Center, community members and legislative leaders at the Landmark Center to honor the legacy of Gordon Parks.”
BDAYS: Downtown Council leader and dad Adam Duininck, lobbyist Marty McDonough, fmr. Rep. Julie Sandstede
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IN MEMORIAM: morning take from now to the future is in memory of Melissa Hortman her accessibility, leadership and commitment to public service.
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