Zeev, I think you may be giving too much weight to the price of crude. Matt Simmons talks about that (and some other very interesting things) in this recent article. <A HREF="http://www.simmonsco-intl.com/domino/html/research.nsf/DocID.." target="_new">http://www.simmonsco-intl.com/domino/html/research.nsf/DocID..</A>. Best to all, JRH