john campbell of ogw, page-15

And the law of supply and demand is the key to most commodities. We have had a boom, and then commodities were the first to be hit. They also will be the first to recover, as they only get rarer as time goes by. With oil at $37 a barrel the oil companies that hold up under that pressure with good reserves are the future.

I have a watch on 25 gas and oil companies and it's all red ink today.