Haynesville Gas Minerals: A Ground War For Mineral Rights!
Haynesville Gas Minerals: Check Mate Strategies
From a Linkedin post. It echos a couple of articles I've seen lately but are pay walled so I didn't try to post them to the site. Anyone considering a sale of mineral rights should know this and read through my Seller Beware! discussion here on the Main Page. Always remember, the first offer is a low ball and never share with any buyer the amount of offers you have received or the companies that made those offers. Avoid collusion between mineral buyers.
In the heart of East Texas and Northwest Louisiana, a quiet revolution is unfolding beneath our feet, and it’s anything but subtle.
The Haynesville Shale, once a frontier of exploration, has now become a ground war for mineral rights. With LNG demand surging and natural gas prices climbing, the race is on to secure a shrinking inventory of mineral assets. But this isn’t just a land grab, it’s a high-stakes game of capital, creativity, and calculated risk... real life chess in action.
Here’s what’s driving the heat:
- Tight Supply, Tighter Competition – Most core acreage is locked down. Fewer willing sellers mean mineral owners are commanding premium deals or holding the cards entirely.
- LNG at the Helm – With Haynesville’s gas riding shotgun to Gulf Coast export terminals, proximity equals power. LNG demand is set to hit record highs in 2025-26, making this basin more strategic than ever.
- Consolidation Amplifies Tension – As giants merge and assets change hands (think Chesapeake Energy + Southwestern Energy, Chevron + TG Natural Resources LLC), the basin has become one of the most consolidated in North America. The result? Fewer operators. Higher stakes.
- Shifting Ground Strategies – With core acreage scarce, innovators are pushing into riskier flank zones, betting on tech, cost efficiencies, new completions designs and first-mover advantage.
This is no longer about who drills deeper, it’s about who thinks smarter, moves faster, and executes sharper.
The future of the Haynesville will be written by those who see opportunity in complexity and scarcity not as a constraint, but as a catalyst.
If you're investing, operating, or advising in the mineral space this is the moment to watch.
Views: 1019
Replies to This Discussion
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Permalink Reply by Skip Peel - Mineral Consultant
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Iris, to be clear the USG/Trinity landman pressured you niece and nephew to sell their mineral rights? If so, that is highly unethical and is a red flag for anyone doing business with the Joint Venture partners. If the heirs acquired the minerals burdened by an existing lease, they should have been asked to ratify that existing lease versus signing a new one. This is strange and concerning. Did your niece and nephew get professional assistance?
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Permalink Reply by Iris -
Skip, trying to clarify with my niece re: sale of mineral lease and if pressured or not. Niece (her mother/father inheritance) had texted that USG landman had offered to buy rights instead of leasing them. So I don't know yet if any actual pressure was involved. I may have assumed because of previous interaction with him myself that it was pressure. He was rude to me last month but after I blasted him on USG Facebook he apologized profusely and I have turned into a go between of sorts informing him of where to reach them by email. I only briefly heard from my nephew re: brother's mineral lease. I will let you know if different, New leases are in the works on their side.
I will inform you here what my niece says. Thank you so much for your information and diligence.
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Permalink Reply by Skip Peel - Mineral Consultant
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No landman working for an O&G operator should be promoting a sale of a lessor's rights. Period. Big red flag. Unethical.
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Permalink Reply by Iris
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Wow! I'll further clarify. Haven't heard back from her yet. She had stated it was low ball offer.
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Permalink Reply by Skip Peel - Mineral Consultant
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If your niece and nephew received their mineral rights from a family member that had an active O&G lease, they shouldn't be asked to sign another regardless of the terms. They should be asked to ratify the existing lease in order to receive the royalty revenue. It is unclear whether the landman in question is putting pressure on them to sell their minerals is wanting them to sell to his employer (USG/Trinity) or to some non-associated mineral buyer, that is unethical. The Facebook apology is strange also. Is the landman working for a "land company" or for the operator?
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Permalink Reply by Iris
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Sister and brother-in-law's fancy lawyer did not permit an extension. New lease is necessary. She or my nephew is not responding right now to leasing questions. As I stated I do not know if pressure is the word I should have used. I know niece mentioned offer to buy the rights from whomever was low balled but she finally is getting the new lease documents returned and she was satisfied finally with it. My sister, brother-in-law and brother passed away in the last three years so some still to be taken care of for them. I may message you Skip if I hear more about it. The apology is from email after I raged on Facebook USG about him being rude.
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Permalink Reply by Skip Peel - Mineral Consultant
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Okay, you can get back to me when you know more.
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