Economic recovery, up markets, down dollar, plus seasonal demands on the way and of course unrest in the middle east and north africa, the heart of oil production. >> if we were to lose libya and throw out a name, algeria, the saudis could make that up so you have psychological trauma but don't necessarily lose any oil. if on top of that you lose another major oil exporter you have real problems and $5 gasoline starts coming into the picture potentially. >> yeah. that's what he said. $5 gasoline potentially. that would be pretty ugly. just to dig a little deeper into what peter was saying abou...