Happy New Year! In this month’s news episode, we cover several important developments affecting mineral rights owners and the broader oil and gas industry (of course the elephant is the room is the capture of Nicolas Maduro but that happened after we recorded this episode so stay tuned to next month’s news episode for our analysis of those events and how they could affect the oil markets.
This month’s discussion ranges from a new federal mineral auction platform that mineral buyers should bookmark, to geopolitical tensions with Venezuela that are creating headlines (but have limited market impact as we saw after the US took over Venezuelan oil production). We analyze the latest price forecasts showing oil likely trading in the $60-$70 range through 2026 while natural gas prices have approximately doubled from last year’s lows. We examine early 2026 capital budget guidance from major producers and we break down the latest rig count data.
Please let me know if you come across any interesting articles that you would like us to cover in a future episode!
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This Month’s Mineral Rights News Articles:
- GSA auctioning about 133 acres of Big Spring oil, gas mineral rights
- Trump’s Venezuela Campaign Disrupts an $8 Billion Oil Trade | OilPrice.com
- Waha Gas Cash Prices Rebound as Maintenance Eases at Roswell, Elsewhere | RBN Energy
- Stand By Me – E&Ps Foresee Little Change in Capex Plans, But Production Continues To Grow | RBN Energy
Resources Mentioned in this Episode:
- Now Bidding Sale of Oil & Gas Mineral Rights in Fee Section 2, Block 33, T1S … Big Spring, TX 79720 Online Auction Other
- The $8 Billion Black Market for Venezuelan Oil Is Suddenly Closing Down
- Related: Ukraine Hits Russian Shadow Tanker in Mediterranean for First Time
- Rig Count
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