May v. INEOS USA Oil & Gas

2026 Tex. Bus. 14
Texas Business Court·Decided March 27, 2026·No. 25-BC04B-0007·Published

Opinion

FILED IN

BUSINESS COURT OF TEXAS

2026 Tex. Bus. 14 BEVERLY CRUMLEY, CLERK ENTERED

3/27/2026

:

:

THE BUSINESS COURT OF TEXAS FOURTH DIVISION

ROBERT 8S. MAY, FOXBOROUGH ENERGY § COMPANY, LLC, WEST GEORGE § PROSPECT, LLC, STEVEN C. HOWARD, § METEOR ENERGY, LLC, ALAMO BEACH § LIMITED PARTNERSHIP,ALLEN 4A § PROPERTIES, LLC, BARRY SWITZER § Cause No. 25-BC04B-0007 FAMILY, L.L.C., PATRICIA A. BEAN, § INDIVIDUALLY AND AS INDEPENDENT § EXECUTRIX OF THE ESTATE OF JOE C. § BEAN, DECEASED, JOEL G. BEAN, § COMMONWEALTH INVESTMENT § CORPORATION, PATRICIA MARIE § FERMAN, FREDERICK E. GRABOYES, § HANNA JOYCE HODGE, ERIC T. § HOLMES, HUNTER MILLER FAMILY, § J L.L.C., & + FAMILY PROPERTIES, LTD, §

P

J

GLENN C. JENKINS & VIVAN S. JENKINS, § JREY PROPERTIES, LLC, LARA ENERGY, § INC., NEUHAUS BROOKS INVESTMENTS, § LLC, OLD LIPAN LIMITED, OMAR E. § ORTEGA, OWLAW REAL ESTATE § HOLDINGS, LLC, RRJ ENERGY, LLC, § JERRY 9. STOKES, WESTENERGY, LLC, § DALE M. WILCOX, TRUSTEE OF THE § WILCOX MARITAL BYPASS TRUST, JANE § A. WHITE, JAMES V. WILLIS & § CHARLENE M. WILLIS, and WORSHAM § ENERGY HOLDINGS, LLC, Plaintiffs § v. § §

INEOS USA OIL & GAS LLC, CHESAPEAKE § EXPLORATION, LLC, CHESAPEAKE OPERATING, INC., CNOOC ENERGY USA g LLC, LARCHMONT RESOURCES, L.L.C., § and GREG WINKLER, INDEPENDENT g

EXECUTOR OF THE ESTATE OF MARK A. § DOPPS, DECEASED, § Defendants §

MEMORANDUM OPINION AND ORDER

ql Before the court is Defendants' Motion for Partial Summary Judgment under Rule 166a(c), Plaintiffs' response, Defendants' reply, Defendants' Objections to Plaintiffs' Summary Judgment Evidence, and Plaintiffs' Response to Defendants' Objections. The parties presented their arguments at a hearing before the court on February 24, 2026. Having considered these filings, the parties' argument, and the relevant law, the court partially grants and partially denies Defendants' Motion as follows for the reasons set forth below.

FACTUAL AND PROCEDURAL BACKGROUND q2 This case arises from a farmout agreement of oil and gas leases on the Eagle Ford Shale in McMullen County, Texas. All parties agree the dispute centers on their 2009 contracts (collectively "the Contracts"): (1) the Farmout Agreement ("the Agreement"); and (2) the corresponding partial assignment each Plaintiff executed to the Defendants ("the Assignment").

q3 The Leases' Assignment and Reversion: The Agreement requires Plaintiffs- Farmors' to assign the two leases ("the Leases") to Defendants-Farmees, which

1 This Opinion, like the parties' briefing, generally refers to the Farmors or Grantors as Plaintiffs and to the Farmees or Grantees as Defendants, although parties to this suit may be the successors in interest to the 2009 Contracts.

Plaintiffs undisputedly did. Agreement § 2; Resp. at 1. The Assignments conveyed each Plaintiff's respective interest in the Leases to Defendants, with Plaintiffs reserving a reversionary interest in the Leases except for assets Defendants "earned" following their drilling activities:

Further, Grantor reserves for itself, its successors and assigns, a reversionary interest in

and to all of the Assets herein assigned to Grantor for those Assets eamed Grantee except by upon the drilling of Earning Wells to Earned Depths, such reversion to occur upon the cessation of continuous drilling operations as contemplated by the Farmout Agreement.

Assignment at 23; see Agreement § 7.1 (describing the Assignment's automatic reversion of the Farmout Acreage except for the Earned Acreage upon cessation of continuous drilling operations by Farmee").

q4 Earned Assets: The Agreement specified that a well "shall be declared an 'Earning Well' at such time as said well has been drilled to the" specified depth. Agreement § 5. Prior to drilling an "Earning Well," the Contracts required Defendants to "provide a legal description" of the Earned Acreage "to be designated" for that well. Agreement § 5. Upon drilling of an Earning Well, Defendants may earn "Earned Acreage as to each Earning Well." Id. § 1. Then, within 30 days of that Earning Well's completion, they were to file in the deed records a "designation of record" specifying the Earned Acreage. Id.; Assignment at 23-24. If Defendants failed to file the designation, after 30 days' notice of the failure a farmor could "at its election" file a notice as to the acreage earned. Assignment at 24,

q5 Plaintiffs' Reservations and Back-In Interest: The Plaintiffs also reserved an overriding royalty interest, a 25% interest in Defendants' ownership of the initial test well, and a 30% reversionary back-in interest in Defendants' ownership of their earned assets. The back-in interest would be effective upon "Payout," which was defined as a certain moment in time: 7:00 a.m. on the first day after Defendants recouped specified costs, as outlined in the Agreement. Assignment at 22-23; Agreement §§ 8.1-8.4. The Contracts required Defendants, within 60 days of Payout, to file a declaration that the reversionary back-in had occurred. Id.; Agreement § 5. Again, if Defendants failed to do so, a farmor could opt to file its own declaration, which would provide notice to third parties of the back-in interest. Assignment at 24.

q6 Issues for Summary Judgment: The parties disagree as to whether Defendants complied with the above designation requirements, but that question is not presented to the court at this stage. By their Motion, Defendants ask the court to rule as a matter of law as to: (1) whether the Contracts conveyed the Leases upfront or merely granted the right to earn property; (2) which event(s) can trigger the Leases' termination; (3) whether Defendants' contractual obligations for earning acreage are covenants or conditions; and (4) the method for calculation of Payout, which is the event that triggers Plaintiffs' reversionary back-in interest.

MOTION STANDARD

q7 "A party that moves for traditional summary judgment must demonstrate that there is no genuine issue of material fact and that it is entitled to judgment as a matter of law." Energen Res. Corp. v. Wallace, 642 S.W.3d 502, 509 (Tex. 2022); see TEX. R. Civ. P. 166a.The court takes as true all evidence favorable to the nonmovant, indulging every reasonable inference and resolving any doubts in the nonmovant's favor. First Sabrepoint Cap. Mgmt., L.P. v. Farmland Partners Inc., 712 §.W.3d 75, 84 (Tex. 2025). In cases turning on contract interpretation, raa movant seeking summary judgment bears the burden to conclusively establish the correct interpretation of the contract as a matter of law. See Am. Mfrs. Mut. Ins. Co. v. Schaefer, 124 8.W.3d 154, 157-58 (Tex. 2003). When the contract is unambiguous, its construction is a question of law appropriate for summary judgment, but if the contract is ambiguous, summary judgment is improper. Cmty. Health Sys. Pro. Servs. Corp. v. Hansen, 525 §.W.3d 671, 681 (Tex. 2017). If the movant meets its initial burden, the burden then shifts to the nonmovant to raise a genuine issue of material fact precluding summary judgment. See Wal-Mart Stores, Inc. v. Xerox State & Loc. Sols., Inc., 663 8.W.3d 569, 584-85 (Tex. 2023).

q8 "An oil and gas lease is a contract, so its construction is governed by "general principles that govern . . . construction of contracts." Endeavor Energy Res., L.P. v. Energen Res. Corp., 615 S.W.3d 144, 148 (Tex. 2020). The most important consideration in interpreting a lease is the agreement's plain, grammatical language.

Id. In doing so, we "examine the entire lease and attempt to harmonize all its parts, even if different parts appear contradictory or inconsistent." Id. A court's task "is to determine, objectively, what an ordinary person using those words under the circumstances in which they are used would understand them to mean." Id.

ANALYSIS

A. The Relevant Property Interests under Texas Law q9 1. Lease Owner's Fee Simple Determinable: "In Texas it has long been recognized

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May v. INEOS USA Oil & Gas, 2026 Tex. Bus. 14 (Tex. Super. Ct. 2026).

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