We'll get there on the back of rising oil prices.

When crude oil is above $26 a barrel, it makes economic sense to convert coal.

That's where the oil is. It's the best place to look for oil in the United States, and there's predicted to be more oil there than any other place that we can look for oil in the U.S..

a fraud through and through, a real snake-oil salesman.

Oil is at new highs and then you get a number like this at a time when the market was predisposed to concerns about softness in the economy. We still expect a weaker dollar. The dollar bear story is coming into focus.

The market is not priced for oil prices at record highs and rising interest rates and slowing earnings momentum and terrorist worries. People are pretty complacent out there. The assumption is that the economy is mending and that this will be a robust, self-sustaining recovery.