Here is the note that I have referred to a number of times in the past on this site. Written by Nauman Khan at InvestBank in mid March and release for public consumption in early April, Nauman correctly pointed out that the fundamentals for Oil outlook were very weak. His basic thesis in the note [...]
No. The FAIR blog says it will take about a decade for even the trivial impact to flow through. Also see the slightly dated but still relevant Failing to do the Math on Oil entry at the same blog
