The truth will out, even in the new york times business section, though as with the oil that the following remark refers to, you have to make your way through a ton of irrelevant garbage to get to it.
"What we're seeing here is a demand shock, but everybody is looking to OPEC as if it were a supply shock."



http://www.nytimes.com/2006/02/04/business/worldbusiness/04opec.html?_r=1&oref=slogin
By JAD MOUAWAD
Published: February 4, 2006
VIENNA, Feb. 1