Eureka on Billmon
Billmon has a post on oil, given the number of intelligent commenters, losts of good links discovered.
Yurica on oil prices
Iraq's own oil crisis
War for gulf oil
Robert Reich on rising oil prices
Monetary collapse? (this is either frightening or a self-serving portent of doom)
Groppe, Long & Littell and here (PDF) (oil industry forecasters)
The Struggle for Oil (lots of good graphs)
Rationale for War (updated piece originally from 2003)
Resource Wars: The New Landscape of Global Conflict. (Google cached review)
The Dune allegory (The scarce water of Dune is an exact analog of oil scarcity. CHOAM is OPEC.)
Terror premium and here
From the Economist:
Note that the spare capacity is a few percent of world-wide consumption per day.