Sector - I agree with your sentiment. There's a tendency by the...

Sector - I agree with your sentiment. There's a tendency by the market to focus on the immediate issue and not factor in outliers. Should supply be affected, watch demand spike and this episode disappear in to the distance.

I still remember the discussions of peak oil. It swings both ways and it'll continue to do so while the world remains politically unstable and unpredictable. We have that on our side.

Ok, time to go. I've had enough red wines.

Cheerio,
sw3