PetroPeak Investments Newsletter

What Makes Royalty Cash Flow Durable

What $100 Oil Is Actually Telling the Market

The Security Premium

The New Shale Equation

More Production, Less Capital: What Is Changing Beneath the Surface of U.S. Shale?

A look at 2026 operator results shows production holding up or growing while capital spending stays flat or declines. The paths operators are taking to get there matter directly to how mineral and royalty positions should be underwritten.

Following the Capital: What Early Earnings Reveal About America's Best Energy Assets

Why Capital Keeps Flowing to Proven Basins

$70 Oil, Rising Rigs, and the Permian's Next Layer of Value

60% Growth. Nobody's Talking About It.

Plus: The Signals the Headlines Are Missing, The Permian's Other Story, and More

What Devon's $2.6 Billion Says About Mineral Investing

Plus: what we're actively watching in the Uinta, Haynesville, and Permian right now.

The Variable That's Separating Good Wells from Good Investments

Plus: what we're actively watching in the Uinta, Haynesville, and Permian right now.

Discipline is winning! Here’s what that means for royalty owners