RE:Impresive manipulation…the EIA equation for oil supply SHOULD work, but of course with these huge adjustment numbers they have to use, there must be something out to lunch with the some factor in the equation. Frank, what do you think that is? Oil going into US refineries is coming from somewhere... production underestimated? imports higher than they report? exports lower? storage being drawn down and not reported? I don't know, but something is out of whack.