Just my 2¢
Here are some links to my new favorite (politically un-correct/equal opportunity discriminating) publication
Kurdish oil production (March 2008)
Beyond the Iraqi Oil Boom - International Business News - Portfolio.com
Who should we blame? (July 2008)
Criticism of Media's Energy Coverage - Media Column - Howell Raines - Portfolio.com
Iraq Oil Ministry says exports increased in July
Iraq Oil Ministry says exports increased in July - AP - National Business News - Portfolio.com
And don't forget to also take in consideration:
1. Hurricane season
2. Emerging markets - China, India ... (we get cheap sneakers, they make money, they buy cars, they increase global oil consumption ... but don't forget we got the cheap sneakers!

)
3. Other petroleum producers - Venezuela (or in this case: non-US trading)
BBC NEWS | Business | Exxon seeks deal on Venezuela oil
4. Georgia vs. Russia - there is a pipeline through Georgia that got shut down not too long ago
BBC NEWS | Business | BP reopens Georgia gas pipeline
As for much oil companies pay in taxes/governments read the above July publication ...
Many variables ... who knows what's next!