This is obviously not something I can do every day. But lately there is such a strong demand for it, I have to say yes sometimes.

This is my interpretation, ... but I think the flavors are not unlike what you would get if you were to visit there.

There is very strong demand and we don't see that demand receding. Prices are not going back to the levels seen at the beginning of 2004.

I think there's going to be demand, but I wouldn't say it's strong. We're not talking about a runaway.

We have high crude prices. We have low inventories. We have strong demand. All of that would be a recipe for a taut market even with refineries (running at full capacity).

Who knows when and exactly what the catalyst is going to be. End demand is not as strong as what some of the components of the technology stock market would suggest. With valuations where they are right now, there is some near downside risk. But unlike where we were last year where we fell off a cliff, we might fall off a curve.