I just wanted to say, excellent work, I really like the ASPO newsletter, as well. I like the mega-projects section at the end. It is something I have been working on, and am glad to see you've beat me to the punch. You certainly lit a fire under my ass.

Skrebrowskis and CERA's layouts are frustrating to say the least. I like how you have grouped things.

I do have one serious question, though.

You say 22 have peaked out of top 50. I have reviewed the top fifty and have come to a different conclusion.

I can only verify 12 peaking. I have 24 that have not peaked. I add to this the other 14 as "unclear"(is what I call it). I will submit that "unclear" amounts in essence to "not peaking." To me this says, 12 and 38 - or if you want to slpit the difference, 19 and 31. Not 22 and 28. I'm not intested in arguing. I'm fascinated by where we disagree.

I realize that these definitions, how they are calculated, and what they mean are highly problematic and subject to much debate.

I can submit a list here and we can talk about it(an idea I like since it would subject us to peer review), or we can continue this privately. I have no inherent interest in conducting any discussion publicly. You tell me. But for the hell of it, can you just name the 22?

I have detailed numbers and analysis regarding each of these 50 producers. I can email you information presently, but within a few days, I should have produced a comprehensive PDF, and hopefully will be able to direct you to a private website archiving this data.

I would seriously appreciate your input and analysis.

Sincerely,
Oil CEO