More on oil: "geopolitical risks continue to support prices"

I just posted on Goldman Sachs and oil, here:

• Goldman Sachs on oil: fundamentals more bullish, robust demand, supply disappointments

Comments now via ANZ also:

Brent "threatening to break through $80 per barrel

• geopolitical risks continue to support prices
• an unexpected fall in inventories in the U.S. got investors excited yesterday."

Falling US inventories

• "raising concerns of tight markets heading into the U.S. driving season"

(ANZ comments via Reuters , more),