One is sure not going to achieve a "fair price" for oil from a producer standpoint if one continues to produce over 2 million barrels per day over actual demand.
It is trying to make a recovery as of late as the price of Oil is off the bottom, but if Oil takes another leg lower, this could spell more pain for the currency.
People haven`t stopped eating, and there are more and more people on this planet every year, so the grains are probably a long term buy here over a five year time frame.
Oil builds are bearish due to storage concerns, but the gasoline demand numbers are robust, and U.S. Oil production is starting to roll over which is bullish.