Good points on the different oil weights. > The energy price predicament is that below $80/barrel, shale and tight producers can't make money (and there will b

Good points on the different oil weights. > The energy price predicament is that below $80/barrel, shale and tight producers can't make money (and there will be no further investment) and above $80 and the rest of the economy gets killed. Your numbers here are way off. US shale production costs have improved and are now around $37/bbl (source: Bloomberg, yesterday). > "above $80 and the rest of the economy gets killed" You really need to provide sources on claims like this.