Events occur in the energy market almost too fast to properly catalog these days. The torrent of information is cacophonous as one dire prediction for the direction of the oil price after another rolls across the ticker. Nonetheless, it behooves us to try and ferret out relevant details from this torrent of data. As I applied myself to this task one thing, in particular, became blindly apparent to me. The substance behind most of what I was hearing was pretty thin. As in almost non-existent thin. We will avoid the political side of this debate...