Regarding ASPO-USA, I think that they may be waiting to see the paper (I am not a headline speaker). I think that I am penciled in for 20 minutes or so, some time around the IEA chief economist. We did have some tense discussions regarding the HL method which turned out to be largely a misunderstanding.

In any case, I told the guys up front that, IMO, declining net export capacity will not be news by October, and so far events seem to be headed in that direction. There will however be a fierce debate as to "why" net export capacity is declining.

Hello WT,

Thxs for the reply. IMO, you are another TopTODer, so please keep up the good fight.

Bob Shaw in Phx,Az Are Humans Smarter than Yeast?