I will probably modify my talk on "Peak Everything -Non-energy Limits" to something more related to the last 2 weeks in the energy markets..it will remain a surprise (to me as well...;-)

To me the last two weeks demonstrated:

1)that too many investors got into energy without understanding it. Reflexivity is alive and well
2)impact of money > impact of hurricane shut in production (or anything else for that matter) on energy prices
3)marginal cost increases have so far only hurt expected earnings, not raised commodity pricing
4)the 'belief' in peak oil probably took a major psychological back seat
5)fannie mae bailout, GM easy loans, etc are even more examples of steep discount rated behaviour - e.g. living for the moment irrespective of future costs
6)not only do we need high price signal for alt energy change, but we need economy to not be in dumper otherwise most people can't afford paradigm shift
7)wealth inequality is going to continue to increase
8)the average ASPO attendee will be poorer in monetary terms (but perhaps have more knowledge...)
9)that if you watch hurricanes, markets, and TOD, while drinking beer you will gain about 1 pound/day