Good article myoldman. Amazing how far apart the arguments are, some say SEC rules changes would be extremely beneficial, others think reserves are already factored in to SPs.  I imagine reality is somewhere in the middle.

I enjoyed the comments (banter) also, especially the not-so TIC comment about China buying the Tar Sands, piping them BC for shipment back to China, and the US reaction thereafter. 

It certainly appears there's a lot of pressure building up behind CLL for SP increase.  Read a comment a couple days ago about the good consolidation, and had to laugh because 2 years is a little excessive.