Some of Taipan Group's highly speculative predictions - part I:
Oil Apocalypse: They say America will go to war with Saudi Arabia. Saudi citizens have been rioting since 2002, burning American flags in the streets, howling anti-Western slogans and calling for the blood of their own royal family and the collapse of their government. Saudi markets cannot keep Bin Laden T-shirts in stock.
Arabia is the number one importer of weapons. The Saudi national debt is 150% larger than its GDP and the government budget deficit has been going on for the last 17 years. Saudi unemployment reached 40%. Saudi streets are full of potholes and electricity regularly shuts off.
King Fahd, our ally in the royal family is dying in a hospital. His brother who will rule in his place is not pro-American. Prince Sultan, the Saudi Minister of Defense, has publicly attacked Saudi Arabia's pro-American stance. The rest of the Saudi Royals squandered their wealth with prostitutes, drugs, alcohol, a violent affront to ultra-conservative Muslims.
Saudi and US interests cannot be separated in time and when the crisis happens, the price of oil and the price of oil stocks that are not involved in the Middle East will skyrocket.
[Now this is my own opinion: SYNM (SYNTROLEUM CORP) could benefit from a scenario like this - they make synthetic liquid fuels from natural gas. PTR (Petrochina) could also benefit since all of its reserves are in China.]