The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands

If we are serious about the energy transition, then all forms of energy will be required including mining the raw materials necessary to manufacture the batteries necessary to store the energy from unreliable wind and solar plants. The U.S. has extensive lithium reserves as evidenced by the recent discovery of a world-class deposit in Maine but yet we produce less than 2% of the world's supply. In this episode we talk about how the U.S. could play a major role in increasing our energy security by mining critical minerals like lithium domestically.

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

My guest this week is Tim Pawul with the Mineral and Royalties Authority and host of the Minerals and Royalties Podcast. I'm excited to have Tim back on the show to give a minerals market update and to talk about how things have changed since the last time he was on in 2020.

If you missed my first interview with Tim, be sure to listen to Episode 69 to hear more about his background. I'm really excited to have Tim back on the show to talk about the current minerals market!

As always, links to the resources mentioned in the show can be found at mineralrightspodcast.com.

OPEC cuts production by 2 million barrels per day, will prices rise? Oil supply shock on the way due to OPEC and the US tapping the SPR? Colorado wells orphaned when gas gathering system shut off and Adams County won't let operator mine Bitcoin to keep wells pumping oil.

• OPEC will cut production by 2 million barrels a day, likely sending gas and oil prices back up
• An Oil Supply Shock May Be Imminent | OilPrice.com
• 250 Colorado wells orphaned when 1 gas gathering system shut off
• The crude marriage of oil drilling and bitcoin mining gets a wary eye from Adams County
• North America Rig Count

As always, links to articles and references can be found in the show notes at mineralrightspodcast.com.

The principles of the Environmental, Social, and Governance movement would seem to be moving the world in the right direction. Who wouldn't want a cleaner environment, fair treatment of workers, and elimination of corporate bribery and corruption. Under the guise of advancing "responsible corporate citizenship", the ESG movement has instead turned into a means for forcing an underinvestment in fossil fuel energy and we are now paying the price for this.

In this episode, Justin and I talk about the origin and history of the ESG movement and some of the unintended consequences of this seemingly "good" initiative. As always, links to the resources found in this episode can be found at mineralrightspodcast.com.

The energy transition is underway but how long will it take? We discuss this and the different outcomes forecast by BP and Shell in their most recent energy transformation scenarios. There is a wide range of potential outcomes but one thing is for certain, we will continue to rely on oil and gas - but for how long?

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

If you were to believe the headlines, it would be easy to think that we can easily transition away from fossil fuels over the next decade. Given the one-sided focus on climate change and how fossil fuels might be contributing to global warming, it stands to reason that this transition will eventually occur. That said, logic and physics will eventually win and we are now finally seeing this play out due to misplaced energy policy in Europe.

In this episode, Justin and I talk about Peak Oil theory, China's dominance over the solar panel supply chain and what is being done to correct this, the resurgence in nuclear power, and how investment banks are finally realizing that natural gas can help bridge the gap to a low-carbon future. We wrap up with a discussion on why now, more than ever, we are bullish on the future of U.S. produced oil and gas in helping meet the world's energy needs.

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

In this month's Mineral Rights Podcast news episode for September 2022, we discuss why Boulder County should lease their mineral rights, a former mineral rights investment fund manager is charged with fraud, Elon Musk says we need to use more oil and gas, and we talk about the current rig count!

• Boulder County to consider leasing mineral rights for drilling pad
• Former oil and gas mineral rights investment fund manager charged with fraud | Woodlands Online
• Elon Musk Says World Needs More Oil and Gas - WSJ

As always, you can go to mineralrightspodcast.com to find the links to these articles and other resources mentioned in this episode. To send us an article you would like us to cover in a future episode, please email [email protected].

In this episode, Ben MacFarlane with Blackbird BI and I discuss U.S. Oil and Gas Trends across the major shale basins and plays. Ben reveals the current activity levels and what future activity levels might look like across the U.S. and which counties are seeing the most activity. Be sure to download the free report that Ben and I discuss during this episode so you can follow along and learn about the outlook for your area.

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

The Inflation Reduction Act recently passed the senate and is expected to pass the house vote on Friday August 12th so we wanted to break down how this bill is going to affect mineral and royalty owners.

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

If you receive royalty income from oil & gas wells, you probably are familiar with the statement that accompanies your royalty check. This statement contains a lot of useful information that you can use to make sure you are getting paid correctly. From the volumes of oil, natural gas, and natural gas liquids that were sold in a given month to the price that was paid for these products to what post-production costs were deducted from your royalties, if any. These are critically important to keep track of as a royalty owner to ensure that you are getting paid what you deserve.

Thankfully there are a few shortcuts and time-saving tips that you can take to streamline this process for you and your family or for your company. That starts with automating the process of keeping track of your royalty check payments and looking on a map to see where new permits or rigs are located relative to your interests. Better yet, how about an automated email notification if a new permit is filed nearby? Learn about this and more in this episode. As always, links to the resources mentioned in this episode can be found at mineralrightspodcast.com.