He's right. (If not a little "fringy"). I've been long "all things energy" since Dec. 2000. Don't remember exactly what turned me on, but a combination of events/articles convinced me that the world was up against a supply problem of unprecedented proportions. "All things energy" include, oil, nat.gas, coal, drilling, transportation of same but only in North America. These impending shortages change everything we have been taught about investing.