Rising Phoenix Capital's Strategic Move in Texas' Midland Basin: A Play for Predictability in Volatile Energy Markets

The energy sector has long been a rollercoaster of boom-and-bust cycles, but one firm is betting on discipline over speculation. Rising Phoenix Capital’s recent acquisition of mineral interests in the Midland Basin—a region synonymous with U.S. shale dominance—reflects a deliberate strategy to capitalize on stability amid chaos. This move isn’t just about buying land; it’s about building a fortress of predictable cash flows in an industry where geopolitical storms and price swings loom large.

The Ground Game: How Rising Phoenix Wins
Rising Phoenix’s acquisition in Ector and Midland Counties, operated by ConocoPhillips, marks its fourth deal in the Midland Basin this year. The firm’s secret? A “ground game” approach that bypasses marketed deals to secure off-market assets directly from landowners, brokers, and mineral managers. This method not only avoids the noise of speculative auctions but also ensures access to high-quality, cash-flowing assets. The acquired portfolio includes both producing wells and permitted drilling locations, creating a dual-income stream: immediate revenue and future upside.

CEO Jace Graham’s mantra—“predictability, not hype”—anchors this strategy. By focusing on proven geology, top-tier operators like ConocoPhillips, and long-term income generation, the firm sidesteps the volatility that plagues many energy plays. This contrasts sharply with independent producers scaling back Permian Basin investments due to trade wars and supply overhangs. While others retreat, Rising Phoenix is doubling down, leveraging its four generations of energy expertise to navigate uncertainty.

Data-Driven Discipline

The Midland Basin acquisition aligns with Rising Phoenix’s institutional-grade portfolio model. By avoiding marketed packages and relying instead on direct relationships, the firm reduces risk and boosts transparency. The Maroon Bells Fund, which facilitated this deal, exemplifies this approach: it targets assets that generate steady monthly cash flows, insulated from short-term price swings.

Consider the broader context: the Midland Basin produces roughly 2 million barrels of oil per day, nearly 20% of U.S. shale output. Yet, as OPEC+ supply decisions and global trade tensions roil markets, operators face pressure to prioritize liquidity over expansion. Rising Phoenix’s focus on “low-risk entry points” ensures investors avoid the pitfalls of overleveraged exploration.

The La Plata Peak Opportunity
For income-focused investors, the firm’s La Plata Peak Fund offers a direct window into this strategy. With assets like the Midland Basin deal, the fund targets mineral rights that provide immediate returns while locking in upside from future drilling. As Jace Graham notes, this isn’t about chasing the next shale miracle—it’s about owning the steady heartbeat of energy production.

Conclusion: Predictability as an Investment Superpower
Rising Phoenix Capital’s Midland Basin acquisition is more than a deal—it’s a blueprint for thriving in an uncertain energy landscape. By securing its fourth core position in 2025, the firm underscores its ability to source high-value, off-market assets in one of America’s most prolific basins. With geopolitical risks and oil price volatility persisting, investors seeking stability are increasingly drawn to institutional-grade mineral portfolios like the Maroon Bells Fund.

The numbers speak clearly: the Midland Basin’s output has grown by over 30% since 2018, and its geology remains underdeveloped relative to its potential. Rising Phoenix’s focus on low-risk, cash-flowing assets positions it to capitalize on this trend, even as Permian Basin investments by smaller players falter. For investors tired of energy’s boom-and-bust cycles, this is a rare chance to own a piece of the “predictability” that fuels steady returns—no hype required.