MRP 315: Mineral Rights News January 2026

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 may have limited oil price 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.

As always, links to the articles and resources mentioned in this episode can be found in the show notes at mineralrightspodcast.com.