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3 Monitor's Ellis reports US will take conciliatory course at 2/11 conf., "bowing to the inevitable. 11 It'll suggest a comm. be formed to discuss oil-pricing w/OPEC. US hope is gone that con- sumers would confront producers w/price ceiling above which they would not pay. Ellis also notes Faisal refused to give RN a unilateral pledge embargo would be lifted soon, something RN sought as "a dramatic denouement" to include in SOTU. Kup says insiders re- port HAK inadvertently misled RN re: SOTU embargo remarks. Others say RN merely exaggerated HAK's info RN's SOTU statement on embargo was "badly mixed up, 11 said Geo. Ball on Today. It's not an "emergency meeting, " and it's "unfortunate" it was announced because Arab reaction was they were being "taken for granted. 11 Those opposed to embargo lift feel there's not been enough action re: M-E settlement to warrant a lifting. Ball declined to agree w/NBC's Newman suggestion RN was given "misinformation, " but attributed statement to RN's "anxiety" to have some "good news. 11 It was "premature" and a "misstatement," he said. Just back from Saudi and Kuwait, Ball also said: It's "clear" Arabs won't restore production to levels pre-war. Syria says why should US get supplies til it does as much for Syria re: disengage- ment as it did for Egypt; It'd be "foolish" for US to retaliate, as it'd be ineffective and perhaps drive Arabs closer to USSR; US has to face fact prices will be higher and there's little that can be done to bring about a rollback; Arabs are unlikely to invest heavily in US in near future because they're concentrating on improving their own states, but such investment is "ultimately likely;" and, money piling up in Arab countries can lead to major dislocations and consequences for both industrialized and less-developed nations. Ball denied he was "pessimistic, " but rather "realistic" and pre- dicted there'd be no ultimate M-E settlement for several more years. In a positive commentary, Bus Wk says Admin hopes it has done much to avoid monetary dislocation stemming from embargo and soaring prices by scrapping investment controls. "WH has made a dramatic bid to keep competitive exchange rate dollar has gained and in such a way that fabric of monetary cooperation doesn't come completely unraveled. 11 If it works, "world has been spared what could've turned into a devastating monetary and trade war. 11 And reaction world-wide is generally that "if they were ever going to remove controls, they couldn't have picked a better time. 11

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