This is indeed a worrying piece of news, but does anyone have any idea why Bloomberg (who the Kuwaitis are supposed to have given this news) does not mention it anywhere in any of it's top stories? I would have thought that this would have been very important for the Bloomberg subscribers.  Or maybe the subscribers get the scoop stories before everyone else? Anyone have a reference to a MSM version of this story?
It was on Bloomberg's subscriber service and that was Simmon's source. Jim Ulrich of Petrie Parkman gave me a printout during the conference as they subscribe to Bloomberg.
Adding to what Stuart said, a Bloomberg terminal is a strange animal.  You can get basically any news out of it, but I don't even know if there is a 'top stories' feature.  If there is, I've never seen anyone use it.  When you pay that much fot access, you get fully customized database scans and access to the full database for things you want to know which are off your normal radar.  One oilfield peaking somewhere in the world is pretty esoteric information.  It's only huge news in this case because of the context.  

In other words, every Bloomberg subscriber in the world wouldn't necessarily have seen it.