probably wisest for me to fore-go comments on specific companies and certain countries but the divergence betw/ the commodity price and O&G production/service company stock prices says to me that no sane people expect long term delivery problems in the world market. As i said before the spike up in the commodity futures price will be short-lived and countries with one trick economies will do everything they can to keep the pony fit. Jockeys are relatively cheap. I think today is just one of those days where a large number of investors/speculators caught loony fever (as exhibited and encouraged by the author of the article bladerunner posted).
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