I think the analysis is shallow and author needs to put more facts, more drilling has increased supply and naturally price falls, this is good for oil importers and oil is a big constituent of cost. This translated into more production, increased consumption and growth. On the flip side USD strengthening removes perceived importers benefits of low cost oil as most of us will buy oil in USD. My prediction is that US will continue to be a super economy and when they sneeze we all catch the cold. is US getting into a recession...Not now