this article suggests (to me, at least) one reason for the high oil
prices of recent years: speculation of the broadest sort. The standard
story is that it's a bunch of "exogenous events" (war in Iraq,
conflict in Nigeria, etc.), i.e., events that can't be explained by
available theory. But these events don't simply drop from the sky. One
of the reason why there are so many fights over oil and oil-related
matters (including the recent war between Russia and Georgia) is that
oil is extremely expensive, which makes the _stakes higher_. So part
of the story is: high oil prices --> greater likelihood of conflict
over oil --> higher oil prices.

It's like the fight in "Mad Max" that I've been told about (since I've
never seen the flick) in which they waste a lot of gasoline fighting
over gasoline, which is in short supply in that post-apocalyptic
world.
-- 
Jim Devine / "Segui il tuo corso, e lascia dir le genti." (Go your own
way and let people talk.) -- Karl, paraphrasing Dante.
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