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To: KyrosL who wrote (107493)	4/18/2012 4:35:34 PM
From: Jurgis Bekepuris	Respond to of 114400

I am somewhat energy bull and somewhat peak-oiler, but I agree with your list of possible headwinds for oil. IMHO, the oil-gas spread is just too great. Something's gotta give - either there is a move to much more natgas use and oil suffers/drops or natgas production drops pushing it up. Yes, there is no easy way to sub natgas for oil (in the USA -- other countries have larger and growing natgas transportation fleets), but with the spread persisting non-easy ways should be getting more momentum. :)