Surprise: Matthew Simmons on Fast Money.

I've never seen the Fast Money traders as rapt, sober faced and quip-less as this appearance by Matthew Simmons, where Matt makes more jokes than this usually boisterous crew do.

The reason, of course: If he's right, and oil has peaked, it has implications for virtually every aspect of our economic system and lifestyle.

Among his comments, he says oil has probably peaked, it will get scarcer, prices will rise, and he gives the example of how in London they are paying $9 a gallon for gasoline, which equates to $378 a barrel for oil.

Surprise Friday indeed.. Video half way down the page.

CNBC: Surprise Friday.