500,000 BPD X 2, Europe Pull, WCS Rally1. 500,000 daily Russian barrels will be shut off and cold weather won't help plus no foreign service firms like Haliburton
2. 500,000 bpd China barrels demand upswing
3. Europe will pull USA barrels like crazy now as no Russian by sea oil
4. WCS should rally -- I hope
Result: Rerating