What's next for oil?

We see every night on the news the BP deep-water disaster, and it's immediate consequences. Rubins has a good summary in the G&M.

As Rahm Emmanuel says, we don't want a serious crisis to go to waste. So how do we make money here? Oil prices and most company stocks should recover (except BP/RIG) with the global economic recovery and supply shortage. Who are going to lead the way out?

Note, TU and RIM are doing OK in a down market, but I notice there are days when both were relatively weak. I suppose we should diversify a bit from the wireless telecom sector. So I'm open to trading one prob TU.