Texas Pacific Land: The Cleanest Way To Play Rising Oil In A Geopolitical Powder Keg

  • Despite the recent stock decline, I remain bullish on TPL due to its direct leverage to rising oil prices amid escalating Middle East tensions. TPL's royalty-driven model ensures surging revenues and free cash flow with minimal operational risk as oil prices spike from geopolitical instability. Production growth in the Permian and new royalty deals position TPL for strong Q3 results, especially if oil prices remain elevated.