Sigh...  One has to look far and wide to find anyone with data that shows supply will grow sufficiently to meet demand.  Of course, one the price of crude goes up far more than today, other alternatives will begin to fill in the gap.  But the price of oil will have to be much higher than today to reach such a point.  Yes, we have oil shale and tar, but no one expects these to be a meaningful replacement for wells drying up, for at least another 10 to 20 years.  So...it looks like we have a gap in supply.