Let me tell you a little story about disruption and opportunity.
About 15 years ago, the United States was expected to run out of oil and natural gas. For most of the mid-2000s, this idea of "peak oil" became the common wisdom: America had tapped all of its oil and gas, and it was just a matter of time before we would have to import every barrel and cubic foot we needed. Natural gas, which was particularly difficult to transport overseas at the time, skyrocketed.
Then shale changed everything.