Barclays Capital Quotes
The oil system, both upstream and downstream, is being run close to sustainable limits and the tensions created by the absence of slack are now the key driver of prices. 
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System | Upstream | Downstream | Close | Sustainable |
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The markets seem to be pricing in close to zero probability of something going wrong.
- Barclays Capital
While we think such high prices are not justifiable by gold 's commodity fundamentals in terms of market balance and inventory levels, the combination of a surge in oil prices above $70/barrel, geopolitical tensions and strong momentum is dominating at present, and further gains cannot be ruled out.
- Barclays Capital