Unthinkably favourable

'It's an ill wind that blows no-one any good" is a common adage. Less common but equally valid is that "It's a benevolent breeze that blows no-one any harm." Stress tests around oil prices inevitably focus on a major increase, but a significant fall in oil prices would have certain negative consequences. A major increase is certainly the type of price shock that seems most likely.Potential disruptions of supply are easy to imagine. They could arise due to political instability in the Middle