How about we try Occam’s Razor?
We are in a de facto Depression and another wave down (with an accompanying decrease in demand) is overdue. On top of that, frakking is creating a ceiling on World Oil prices at about $100 a barrel. OPEC is scared spitless of an energy-independent North America.
All the risk is on the downside, so that’s where the futures contracts are biased.
That makes a reasonable case for a ceiling, but not for a big-fund money block heading in the short direction.
Besides, Occham’s Razor works for LENR as well. After all, the Anomalous Heat Effect has been replicated more than 14,000 times. The big money knows it’s important enough to verify.
The information advantage is what guys like this live for.