I just did my rounds and found one answer - a little over-riding factor for an oil & gas co. like TLM:

(from Bloomberg today - Mark Shenk)

re: oil prices

$25 ‘Possible’

“A temporary drop below $25 a barrel is possible if the global recession extends to China and significant non-OPEC cuts are required,” Merrill Commodity Strategist Francisco Blanch said in today’s report. “In the short run, global oil-demand growth will likely take a further beating as banks continue to cut credit to consumers and corporations.”