LOL! They're not speculating on the continuing inability of to drill in ANWR - they're speculating on growing consumption coming from China, India, HERE, etc. They're also speculating on an eventual showdown with Iran and the potential for civil unrest in Saudi Arabia.
The prices may drop briefly, but when it becomes clear there's a better chance of a global nuclear war occurring before the first drop comes out of ANWR, it's going to go right back up.
By the time ANWR comes on line, seven to ten years from now, the demand for oil will have driven the price far higher than today.
ANWR will at most slow the rate of increase in prices for a few years. The price of oil will continue to rise until more reliable and predictable alternative fuel sources become widely available.