K ... for the full story you'd have to read through February issue of Basic Points ... you can also subscribe to Don Coxe calls via itunes, he too is doing the podcast thingie and it's a great way to archive his thoughts.
-- the gist is that industry is more concerned about $110 spike than the promise of $35 oil-- the long-dated contracts year over year are outperforming spot prices because of this.
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