iran. >> there a dissonance in the saudi camp at all that you can discern here, based on what john kilduff just said? >> i can't verify john's comment there. what i can tell you is the saudis have always had great apprehension are iran's destabilization strategy. on the each of president obama's visit to the region. they have clearly voted with their wallet and said security against iran's destabilization is more important than rising the price of oil. >> what do you make of the fact that the head of the iranian central bank blamed all the other countries for over-producing. already ignoring american production? it sounded look a very political pops to me. >> it was a political response, and you hit a key point. unlike five years ago when north america was a consumer, north america now producing more oil every day than does saudi arabia, about 10% of the global supply. so we like to think that opec is the driver on oil prices. in reality north america has become the swing intent andi the market that will drive the prices. bob mcnally, where do we go from here? what's next for the major pro