We read through all our old February Tulsa World newspapers before sending them out to recycle and NOT A SINGLE ONE had an article on COVID-19/coronavirus.  Quarantine and global economic shutdown were two weeks away, and the press couldn’t see it. So, how am I supposed to see next week’s Amazon “hot item”, or next month’s oil price or next fall’s presidential election outcome?

But it did get me thinking, because to the winner goes the spoils.  

Here’s a quarter by quarter view of 2020, 2021 and the first quarter of 2022 for the oil & gas industry:

Spears & Associates already advised our top clients and partners to move into US and Canadian natural gas plays.  Clever management will quit trying to breathe life into the US oil industry… give that up. You have, however, a few quarters to prepare for the ramp up in good old-fashioned natural gas – just like the American energy industry was built on for the 30 years after 1979.