Andrus v. Shell Oil Co.

446 U.S. 657, 100 S. Ct. 1932, 64 L. Ed. 2d 593, 1980 U.S. LEXIS 39, 10 Envtl. L. Rep. (Envtl. Law Inst.) 20457, 67 Oil & Gas Rep. 185
CourtSupreme Court of the United States
DecidedJune 2, 1980
Docket78-1815
StatusPublished
Cited by112 cases

This text of 446 U.S. 657 (Andrus v. Shell Oil Co.) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Andrus v. Shell Oil Co., 446 U.S. 657, 100 S. Ct. 1932, 64 L. Ed. 2d 593, 1980 U.S. LEXIS 39, 10 Envtl. L. Rep. (Envtl. Law Inst.) 20457, 67 Oil & Gas Rep. 185 (1980).

Opinions

Mr. Chief Justice Burger

delivered the opinion of the Court.

The general mining law of 1872, 30 U. S. C. § 22 et seq., provides that citizens may enter and explore the public domain, and search for minerals; if they discover “valuable mineral deposits,” they may obtain title to the land on which such deposits are located.1 In 1920 Congress altered this [659]*659program with the enactment of the Mineral Leasing Act. 41 Stat. 437, as amended, 30 U. S. C. § 181 et seg. The Act withdrew oil shale and several other minerals from the general mining law and provided that thereafter these minerals would be subject to disposition only through leases. A savings clause, however, preserved “valid claims existent at date of the passage of this Act and thereafter maintained in compliance with the laws under which initiated, which claims may be perfected under such laws, including discovery.” 2

The question presented is whether oil shale deposits located prior to the 1920 Act are “valuable mineral deposits” patentable under the savings clause of the Act.

I

The action involves two groups of oil shale claims located by claimants on public lands in Garfield County, Colo., prior to the enactment of the Mineral Leasing Act.3 The first group of claims, designated Mountain Boys Nos. 6 and 7, was located in 1918. In 1920, a business trust purchased the claims for $25,000, and in 1924 an application for patent was filed with [660]*660the Department of the Interior. Some 20 years later, after extended investigative and adjudicatory proceedings, the patent was rejected “without prejudice” on the ground that it was not then vigorously pursued. In 1958, Frank W. Winegar acquired the claims and filed a new patent application. In 1964, Winegar conveyed his interests in the claims to respondent Shell Oil Company.

The second group of claims, known as Harold Shoup Nos. 1-4, was located in 1917. In 1923, the claims were acquired by Karl C. Schuyler who in 1933 bequeathed them to his surviving spouse. In 1960, Mrs. Schuyler incorporated respondent D. A. Shale, Inc., and transferred title to the claims to the corporation. Three months later, the corporation filed patent applications.

In 1964, the Department issued administrative complaints alleging that the Mountain Boys claims and the Shoup claims were invalid. The complaints alleged, inter alia, that oil shale was not a “valuable mineral” prior to the enactment of the 1920 Mineral Leasing Act.

The complaints were consolidated and tried to a hearing examiner who in 1970 ruled the claims valid. The hearing examiner observed that under established case law the test for determining a “valuable mineral deposit” was whether the deposit was one justifying present expenditures with a reasonable prospect of developing a profitable mine. See United States v. Coleman, 390 U. S. 599 (1968); Castle v. Womble, 19 L. D. 455 (1894) ,4 He then reviewed the history [661]*661of oil shale operations in this country and found that every attempted operation had failed to show profitable production. On the basis of this finding and other evidence showing commercial infeasibility, the hearing examiner reasoned that “[i]f this were a case of first impression,” oil shale would fail the “valuable mineral deposit” test. However, he deemed himself bound by the Department’s contrary decision in Freeman v. Summers, 52 L. D. 201 (1927). There, the Secretary had written:

“While at the present time there has been no considerable production of oil from shales, due to the fact that abundant quantities of oil have been produced more cheaply from wells, there is no possible doubt of its value and of the fact that it constitutes an enormously valuable resource for future use by the American people.
“It is not necessary, in order to constitute a valid discovery under the general mining laws sufficient to support an application for patent, that the mineral in its present situation can be immediately disposed of at a profit.” Id., at 206. (Emphasis added.)

The hearing examiner ruled that Freeman v. Summers compelled the conclusion that oil shale is a valuable mineral subject to appropriation under the mining laws, and he upheld the Mountain Boys and Shoup claims as valid and patentable.

The Board of Land Appeals reversed. Adopting the findings of the hearing examiner, the Board concluded that oil shale claims located prior to 1920 failed the test of value because at the time of location there did not appear “as a present fact ... a reasonable prospect of success in developing an operating mine that would yield a reasonable profit.” (Emphasis in original.) The Board recognized that this conclusion was at odds with prior departmental precedent, and [662]*662particularly with Freeman v. Summers; but it rejected that precedent as inconsistent with the general mining law and therefore unsound. The Board then considered whether its newly enunciated interpretation should be given only prospective effect. It found that respondents’ reliance on prior rulings was minimal and that the Department’s responsibility as trustee of public lands required it to correct a plainly erroneous decision.5 Accordingly, it ruled that its new interpretation applied to the Mountain Boys and Shoup claims, and that those claims were invalid.

Respondents appealed the Board’s ruling to the United States District Court for the District of Colorado. The District Court agreed with the Board that by not requiring proof of “present marketability” the decision in Freeman v. Summers had liberalized the traditional valuable mineral test. But it found that Congress in 1931 and again in 1956 had considered the patentability of oil shale and had implicitly “ratified” that liberalized rule. Alternatively, the District Court concluded that the Department was estopped now from departing from the Freeman standard which investors had “relied upon ... for the past half-century.” Shell Oil Co. v. Kleppe, 426 F. Supp. 894, 907 (1977). On these grounds, it reversed the Board’s ruling and held that the claims at issue were valid.

The Court of Appeals for the Tenth Circuit affirmed. 591 F. 2d 597 (1979). It agreed with the District Court that the “different treatment afforded all oil shale claims as to the 'valuable mineral deposit’ element of a location became a part of the general mining laws by reason of its adoption and ap[663]*663proval by both Houses of Congress” in the years after 1920. Id., at 604. And it held that the Department now must adhere to the Freeman rule. We granted certiorari because of the importance of the question to the management of the public lands. 444 U. S. 822 (1979). We affirm.

II

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Bluebook (online)
446 U.S. 657, 100 S. Ct. 1932, 64 L. Ed. 2d 593, 1980 U.S. LEXIS 39, 10 Envtl. L. Rep. (Envtl. Law Inst.) 20457, 67 Oil & Gas Rep. 185, Counsel Stack Legal Research, https://law.counselstack.com/opinion/andrus-v-shell-oil-co-scotus-1980.