RE:RE:Cornerstone Great piece. Thx for posting.
Rothman makes more sense than most calls I've heard. This business of $20. oil is nonsense - not saying it won't happen, but, the notion that it has to hit that in order to bounce and shut wells seems far fetched to me.
Also, the constant revisions on demand indicate to me that the data does have a lag. More reason for me to ignore the black and white assessments.