I can't predict short term wiggles so I just try to figure out bigger trends. EU will be devalued - IMO - so I think oil and gas will benefit from that. Plus TOT has almost 30 bil in debt which will be paid back in cheaper dollars.
Demand will continue upward even though there are big inventories currently.
TOT will cut capex to keep the div as too many Frenchies rely on the div.
Good luck with it. I have a pretty good position built up now and I am ready for the payday starting to pay off tomorrow with better jobs report and EU bailout by Germany tomorrow.