Thanks for the reference, WT, that was an excellent article.  I'd never heard of Sprott Asset Management until now.  If you go to their home page you can see their track record, which looks pretty good.  They also have a peak oil page, http://www.sprott.com/peakoil.php , which has a number of prior articles plus some current energy headlines.
They're also global warming aware too.
Investment Implications of Abrupt Climate Change