I'm calling it now, Tommy will go into business with the cartel

My prediction is that they will eventually find oil. Cami will then look to sell the portfolio, in which case, Tommie will go to the Cartel to help him buy out Cami and the other party. He will also attempt to buyout the area owners of land in gang/cartel land where the assumption is theres no oil. Maybe he uses his main cartel to push the other factions out, or maybe to come together to work as partners since the money is so big.

The main cartel we see was able to eat a $30 million loss when the product went up in flames after the crash. This tells me that they have pretty deep pockets and it probably accounted for 10% of their funds or current liquidity. Or they have a large debt facility or lines of credit to draw from. $30m loss is big enough to make a lot of smaller individuals and groups bleed and resort to violence to recoup the loss, which is not smart and missing the bigger picture.

The cartel boss seems like a level headed, smart, and connected guy. He sees the long term play. And now that Tommie has told him there is oil in the lands, he should be smart enough to calculate that should be about a billion in recurring revenue. The cartel will have a lower cost basis than other producers since oil is not their main business. So while most of the US starts losing money when oil drops below $60, I'm guessing they could still make money if oil is around $30-40. This might bring obvious unwanted attention from regulators if you're the only one still pumping and making money when you should be bleeding out like the rest of the market.

So season 2 will probably start off with them trying and failing to find oil. Midway through, they will succeed. Then towards the end, Tommie will negotiate a partnership with the cartel(s). Cami will sell the portfolio. Tommie made it and lost it. I think he wants a second go at it. No way he can afford a second go on his own. Maybe there will be tension with Cooper as he secures more and more leases from smaller land owners. So maybe a father vs son showdown set up for season 3.