"Members of OPEC will say, 'Why release when there is plenty of oil in the U.S. and imports are climbing too, with the Saudis shipping more oil here," Larry said, adding, "This inventory data could be a tipping point for the Saudis to say, 'If you release from the SPR, we will have to do something.'" Silverman said the inventory build puts handcuffs on Obama when it comes to selling the SPR to Congress. Summit Energy analyst Smith isn't so sure. "Even before the latest inventory data it was clear that we are well supplied. Further builds are not really influential. Supply isn't the problem in the first place but only confirms that the main driver of the SPR talk isn't supply, but is political," Smith said. It's often wise in situations involving so many moving parts to look back to a bottom-line market logic. In the case of oil prices, the "breakdown" still suggests that the sudden weakness in oil shows it is mortal, but far from mortally wounded and likely to remain high. The market will have a good chance to test the resiliency of oil prices on Friday, when the government releases the latest monthly nonfarm payrolls number. "A good nonfarm payroll number could put us back to $105 WTI ," Smith said. Gas demand remains stable and crude prices haven't come off that much, though they broke through the $103 support zone which the pre-"no more easing" 2012 market rally had made a threshold for oil price bearishness. WTI rebounded on Thursday by more than 1% to back near the $103 mark in the afternoon. "I still say we have a better chance of seeing $106 crude than $100 crude and my theory is that even coming off on the huge inventory build, the value of crude is not changing," Larry said, adding that crude currently is more or less valued as it should be, and that is not including any impact of increased tension with Iran. Even for the moderately more bearishly inclined Silverman, a pullback in crude to the $100 level or below would merely be an opportunity to buy. "We get very interested again at $100. Playing oil on the short side still makes little sense," the money manager said. Factoring in Iran and an economy that is growing -- in fact, economic growth was the reason for the Fed to signal it won't necessarily ease again -- and the oil price upside story is still more potent than the downside. Looking at the market reality from a second bottom-line perspective also suggests the reality of high oil prices and continued demand coming from more than one side of the "oil addiction" equation. On the GM conference call earlier this week with Wall Street analysts about the latest monthly sales figures, the financial world's representatives expressed a good deal of interest in all those trucks being bought by the oil and gas companies. Wall Street was likewise interested in increased takeaway in the fuel-efficient sedan market by the Big Three from Japanese leaders, and led by models like GM's Chevy Cruze. When it came to the record sales month for the hybrid electric Volt, though, there wasn't one question. -- Written by Eric Rosenbaum from New York. >To contact the writer of this article, click here: Eric Rosenbaum. >To follow the writer on Twitter, go to Eric Rosenbaum. Follow TheStreet on Twitter and become a fan on Facebook.