Dan Pickering, the featured speaker on a video conference with the ADAM Houston group in July, noted the preeminent downside of virtual industry presentations: “I don’t get a free lunch out of this.”

I think all the attendees were lamenting the absence of a fine meal at Brennan’s restaurant on a summer Friday gathering as many are still working from home amid continued COVID-related stay-at-home directives. I know I’m not contributing much to the global demand number yet as I mostly hunker down in the home office, aside from an occasional foray into the actual office, where we must RSVP to come to work and stay within a maximum attendance. Fifty miles roundtrip a day not back online.

Pickering, the founder and namesake of Pickering Energy Partners and the president and co-namesake of Tudor, Pickering, Holt & Co., proffered his insight on how this all might play out.

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