[davedx]

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.