6/17/2026
A framework agreement between the U.S. and Iran sends Brent crude down, while the U.S. becomes the world's top oil exporter and SpaceX valuation approaches $2 trillion.
6/16/2026
A framework agreement between the U.S. and Iran sends Brent crude to the low $80s, while the U.S. Strategic Petroleum Reserve hits its lowest level since 1983. We look at natural gas structural demand.
6/15/2026
Geopolitical risk in the Middle East keeps oil prices supported, while the U.S. becomes the world's top oil exporter. We look at natural gas demand from data centers and the unique opportunities for independent operators.
6/13/2026
U.S. energy drillers pull back on gas rigs while crude prices hold on global supply concerns, and private capital targets high-margin gas infrastructure.
6/12/2026
Oil prices remain elevated on geopolitical risk, but capital markets prioritize returns over speculative growth. We analyze the U.S. natural gas boom, independent operator opportunities, and structural inflation.
6/11/2026
WTI prices climb and capital returns selectively to energy, but major public consolidation leaves valuable non-core opportunities. We analyze record-low DUC backlogs and the natural gas investment boom.
6/9/2026
As the energy market shifts from oversupply concerns to energy security, independent operators find themselves uniquely positioned. We analyze why oil is poised to stay near $100, the collapse of DUC backlogs, and record natural gas investments.
6/8/2026
Consolidation among major operators is creating major opportunities. We analyze why local brokers and land professionals hold the edge, the implications of record-low DUC backlogs, and Chevron's big bet on international shale.
6/6/2026
WTI crude spent much of the week trading in the low-to-mid $90s while Brent approached $100 per barrel as supply disruptions and geopolitics drive prices higher. Here is what this means for mineral and royalty owners.
6/4/2026
Clearing pipeline bottlenecks in the Permian Basin and growing global LNG export needs are stabilizing royalty cash flows and boosting mineral lease values across major U.S. shale basins.
6/3/2026
While crude prices remain elevated, energy forecasts vary widely from $60 to $100 per barrel. We analyze how capital returns selectively, the growing margins of independent operators, and what happens when U.S. shale faces record-low backlogs.
6/2/2026
U.S. crude exports reached a record 5.6 million barrels per day in May as global buyers seek stability. Yet, capital discipline and a record-low shale well backlog constrain production capacity, driving a wave of upstream M&A dealmaking and high-quality offshore investment.
6/1/2026
For the better part of a decade, the story in U.S. oil and gas has been one of consolidation. While capital is returning to energy, it is not being distributed evenly—independent buyers are finding unique opportunities in producing assets, minerals, royalties, and niche operating strategies.
5/31/2026
U.S. drilling activity enters a holding pattern as public operators prioritize capital discipline and operational efficiency over aggressive growth despite supportive WTI oil prices.
5/29/2026
Saudi Arabia is expected to lower its July crude prices to Asia for a second consecutive month as weaker Asian demand and falling spot premiums begin outweighing recent supply concerns.
5/28/2026
Global energy markets remain fixated on oil prices, but a structural shift is underway as natural gas infrastructure spending surges to a 10-year high amid Middle East geopolitical tensions.
5/27/2026
New pipeline construction across Texas is becoming increasingly important as global LNG markets remain under pressure following continued disruptions tied to the Middle East conflict.
5/26/2026
WTI crude prices have moved sharply higher over the past several weeks as global supply concerns continue building. While previous cycles would have triggered aggressive shale growth, Permian Basin producers stay disciplined.