Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P. v. Garza Energy Trust

CourtTexas Supreme Court
DecidedAugust 29, 2008
Docket05-0466
StatusPublished

This text of Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P. v. Garza Energy Trust (Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P. v. Garza Energy Trust) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P. v. Garza Energy Trust, (Tex. 2008).

Opinion

IN THE SUPREME COURT OF TEXAS

IN THE SUPREME COURT OF TEXAS

════════════

No. 05-0466

Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P., Petitioners,

v.

Garza Energy Trust et al., Respondents

════════════════════════════════════════════════════

On Petition for Review from the

Court of Appeals for the Thirteenth District of Texas

Argued September 28, 2006

            Justice Johnson, joined by Chief Justice Jefferson, and by Justice Medina as to Part I, concurring in part and dissenting in part.

            I join the Court’s opinion except for Part II-B. As to Part II-B, I would not address whether the rule of capture precludes damages when oil and gas is produced through hydraulic fractures that extend across lease lines until it is determined whether hydraulically fracturing across lease lines is a trespass. As to Part IV-A, I agree that admission of the 1977 memorandum constituted error and was harmful, but I would hold that a harm analysis is not necessary because admission of the memorandum was incurable error.

I. Rule of Capture

            The rule of capture precludes liability for capturing oil or gas drained from a neighboring property “whenever such flow occurs solely through the operation of natural agencies in a normal manner, as distinguished from artificial means applied to stimulate such a flow.” Peterson v. Grayce Oil Co., 37 S.W.2d 367, 370-71 (Tex. Civ. App.—Fort Worth 1931), aff’d, 98 S.W.2d 781 (Tex. 1936). The rationale for the rule of capture is the “fugitive nature” of hydrocarbons. Halbouty v. R.R. Comm’n, 357 S.W.2d 364 (Tex. 1962). They flow to places of lesser pressure and do not respect property lines. The gas at issue here, however, did not migrate to Coastal’s well because of naturally occurring pressure changes in the reservoir. If it had, then I probably would agree that the rule of capture insulates Coastal from liability. But the jury found that Coastal trespassed[1] by means of the hydraulic fracturing process, and Coastal does not contest that finding here.[2] Rather, Coastal contends that a subsurface trespass by hydraulic fracturing is not actionable. In the face of this record and an uncontested finding that Coastal trespassed on Share 13 by the manner in which it conducted operations on Share 12, I do not agree that the rule of capture applies. Coastal did not legally recover the gas it drained from Share 13 unless Coastal’s hydraulic fracture into Share 13 was not illegal. Until the issue of trespass is addressed, Coastal’s fracture into Share 13 must be considered an illegal trespass. I would not apply the rule to a situation such as this in which a party effectively enters another’s lease without consent, drains minerals by means of an artificially created channel or device, and then “captures” the minerals on the trespasser’s lease. See id. at 375 (limiting the rule of capture to oil and gas that is legally recovered); see also SWEPI, L.P. v. Camden Res., Inc., 139 S.W.3d 332, 341 (Tex. App.—San Antonio 2004, pet. denied).

            In considering the effects of the rule of capture, the underlying premise is that a landowner owns the minerals, including oil and gas, underneath his property. Elliff v. Texon Drilling Co., 210 S.W.2d 558, 561 (Tex. 1948). In Halbouty, this Court succinctly harmonized this property rule with the rule of capture:

To infer that the rule of capture gives to the landowner the legally protected right to capture the oil and gas underlying his neighbor’s tract is entirely inconsistent with the ownership theory. To harmonize both rules, the rule of capture can mean little more than that due to their fugitive nature, the hydrocarbons when captured belong to the owner of the well to which they flowed, irrespective of where they may have been in place originally, without liability to his neighbor for drainage. That is to say that since the gas in a continuous reservoir will flow to a point of low pressure the landowner is not restricted to the particular gas that may underlie his property originally but is the owner of all that which he may legally recover.

357 S.W.2d at 375 (emphasis added). Coastal concedes that gas must be legally produced in order to come within the rule of capture. See also Elliff, 210 S.W.2d at 562-63 (“[E]ach owner of land in a common source of supply of oil and gas has legal privileges as against other owners of land therein to take oil or gas therefrom by lawful operations conducted on his own land.”) (emphasis added) (citing 1 W.L. Summers, Oil and Gas § 63 (Perm. ed.)); Commanche Duke Oil Co. v. Tex. Pac. Coal & Oil Co., 298 S.W. 554, 559 (Tex. 1929) (“[O]ne owner could not properly erect his structures, surface or underground, in whole or part beyond the dividing line, and thereby take oil on or in the adjoining tract, or induce that oil to come onto or into his tract, so as to become liable to capture there or prevent the owner of the adjoining tract from enjoying the benefit of such oil as might be in his land or as might come there except for these structures.”). The key word is “legally.” Without it, the rule of capture becomes only a license to obtain minerals in any manner, including unauthorized deviated wells, and vacuum pumps and whatever other method oilfield operators can devise.

            Today the Court says that because Salinas does not claim the Coastal Fee No. 1 well violates a statute or regulation, the gas that traveled through the artificially created and propped-open fractures from Share 13 to the well “simply does not belong to him.” But that conclusion does not square with the underlying rationale for the rule of capture as we expressed it in Halbouty, and as seems only logical and just: an operator such as Coastal owns the oil and gas that is legally captured. See Halbouty, 357 S.W.2d at 375. And “legally” should not sanction all methods other than those specifically prohibited by statute or rule of the Railroad Commission. It simply cannot be a legal activity for one person to trespass on another’s property. See Black’s Law Dictionary 522 (7th ed. 1999) (defining “legal duty” as a “duty arising by contract or by operation of law; an obligation the breach of which would be a legal wrong [such as] the legal duty of parents to support their children”); Texas-Louisiana Power Co. v. Webster, 91 S.W.2d 302, 306 (Tex. 1936) (noting that a trespasser is one who enters upon the property of another without any right, lawful authority, or express or implied invitation).

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Coastal Oil & Gas Corporation and Coastal Oil & Gas USA, L.P. v. Garza Energy Trust, Counsel Stack Legal Research, https://law.counselstack.com/opinion/coastal-oil-gas-corporation-and-coastal-oil-gas-us-tex-2008.