Dave: if you can get experienced people with no conflict of interest to discuss the issue in detail publicly, that will be valuable.

Did you get an email about demand/supply?
Subject: Saudi Oil Production

Even if there is a conflict of interest, but it is open and declared, then I'll be very interested.

But I do agree that it does little good to use an anonymous source to cast doubt on Stuart's and Euan's work. It's no answer to say that Stuart et al are doing the same: they laid out their case -- whether one finds it conclusive or not is a separate issue.

I'll send you some mail.