Oil and Gas
Oil prices are 10% speculation and the other 90% is due to supply and demand issues. With fracing, supply will likely be adequate ( in combination with imported oil) to meet our needs.
However, if the IDC write-off disappears and fracing runs into any environmental barriers, we will probably have to rely even more on imported oil.
All of the exotic and high tech drilling techniques are more expensive, so it is likely that with lower oil prices, there would be lower domestic production (since much of the US production in the shale plays and old areas like west Texas), as well.
Additionally,if world demand drops because of the austerity measures in Europe,etc, then likely prices will go down and we will have to rely more on oil produced (at least in part) in politically unstable areas overseas.
