RE:SeriouslySeriously, you two need to employ logic, not speculation in your comments. One dearly held speculation is the onset of the great price equaliser, the TM pipeline. The federal gov. was pickpocketed by all and sundry during construction with the upshot of a 30+ bn cost is such high tarrifs that it wipes out any competitive advantage.
If it hasn't come to pass yet, oil shortages are a pipe dream. The only thing keeping the oil price aloft is the Saudi determination to shoulder the production cuts alone. Don't expect the third world to entertain first world notions of self-abuse.
Get real! Gear can probably ankle along profitably but without any big bounce.