what if he is right.

I don't know how many posters here on EGO's threads take note of international events, I could be wrong but possibly not too many. This link give me cause for a bit of concern. What if the head of commodity strategy at Saxo Bank is correct?

http://www.watoday.com.au/business/markets/putins-oil-weapon-about-to-backfire-20140512-384zb.html

The commodity EGO produces and sells for cash is condensate which is tied to the Brent oil price.