Did we both read the same article? The title of the article is "OPEC not
losing sleep over high oil price". The article does not specifically suggest
that speculators are driving up the price, it quotes the head of OPEC as
saying that:

"The market is controlled by speculators. They are considering oil as a
financial asset," said OPEC Secretary-General Abdullah al-Badri on
Wednesday.
And he isn't exactly a neutral observer in this story. OPEC can claim all
they want that speculation is controlling the price of oil. If there was 20%
more oil being pumped, or if demand were 20% lower, the price of crude would
fall through the floor as countries and companies struggled to compete on
price and move their inventory. As things stand now, they don't have to
compete on price, every barrel of oil being pumped is being sold. Supply and
demand. Speculation in the market is largely about securing oil for the
future in the face of ever-growing demand and the possibility of supply
disruption. But supply disruption only matters because current supply is so
tight up against demand that there is no room for error in the system.

This is exactly the same sort of mess that California went through in 2001
with the power outages. The utility system was broken up and re-organized in
an attempt to create competition and lower demand, but the idiots who
designed the new market failed to put in place guarantees that there would
always be some excess generating capacity in the market. Pretty soon, some
clever bastards at places like Enron figured out this loophole and proceeded
to game the system by taking plants offline for "maintenance" during peak
demand periods so they could reap the windfall profits of the spot market,
which is the only uncapped pricing market in the California system.

OPEC is essentially doing the same thing- keeping supply tight up against
demand and riding the price of oil right into the sky.
On Dec 8, 2007 12:21 PM, Dana  wrote:

> right. There's nothing there about China or the evil minions of OPEC. The
> gist seems to be that it is speculation that is driving the price up.
>


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