There's rarely delivery of a commodity. So money forces can make prices do what they want them to do, and very often the physical market follows that price, because that price is the one quoted in the paper every day. But there rarely is a trade in commodities.
I would point out—and most people wouldn't be aware of this—that the latest example of a company having a problem in the commodity market is a company called SemGroup. It would seem, from information in the public domain, they were short oil. They were short oil and got caught offside.
Remember, there are both buyers and sellers here. Each side can be offside. No one has made the point that the shorters are more significant than the others, and I think Mr. Diwan actually made a very salient point that you missed. He said the best public policy is to have the price go up so that people stop using oil.