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The underlying constraint in the market for oil and gas mineral rights is scarcity by structure.
Subsurface rights over producing acreage are fixed assets: the available pool does not grow when demand rises, transaction timelines run long, and sellers facing a crowded buyer market have little reason to discount.
Two distinct demand signals have now arrived simultaneously, and the combined pressure has made bargains scarce for wealthy investors. The first signal is geopolitical.
The Iran war has pushed high-net-worth capital toward physical energy assets as a hedge against supply disruption.
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