I think what is happening with oil is somewhat reminiscent of the food supply situation. From what I understand, there is more than enough food to feed the world, the problem is distribution. Oil appears to be in abundance, however, the infrastructure is not capable of meeting demand.
Especially in the case of natural gas. When liquified natural gas becomes more common it will help the supply demand situation. Drilling in ANWAR and nuclear power would have significant impacts also.
Bingo! You win the prize.