Where Smart Capital Moves Next: The New Frontier in Minerals & Royalties

As core Permian acreage gets priced to perfection, savvy investors are shifting focus. In a recent article, Phil Dunning highlights how leading mineral investors are unlocking upside in mature plays, refracs and non-core assets—and how AI, LNG and data centers are reshaping energy demand.

 

Whether you’re building yield-driven portfolios or hunting for undervalued assets, this article outlines strategies you need to stay ahead.

 

What You’ll Learn

✅ Why Eagle Ford is back on the radar for mineral A&D
✅ Where to find overlooked upside in refracs and downspacing
✅ How AI and data centers are transforming gas demand
✅ What surface rights and renewables mean for the future of royalties
✅ How to navigate a competitive landscape with smarter insights

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