MRP 348: Mineral Rights News September 2026

Oil prices that can't make up their mind, a tribe finally getting the green light to run its own energy business after a 20-year wait, and some of the biggest names in oil and gas quietly writing billion-dollar checks on a technology that doesn't even exist yet commercially, that's what's on the table this month. In this episode, Justin and I break down the Southern Ute Indian Tribe's landmark agreement with the Department of the Interior, dig into why oil keeps swinging up and down (and what that's doing to everything from your grocery bill to your royalty check), unpack why Chevron, Shell, Equinor, and other majors are betting big on nuclear fusion, and close out with the latest rig count numbers, which tell a more optimistic story than the weekly headline suggests. As always, links to the articles discussed in this episode can be found in the show notes at mineralrightspodcast.com.