Since oil is fungible and you figured out what he meant, it seems you're agreeing with each other.

I'm not agreeing with him, I'm correcting him

Note how this got started

Global exports are unlikely to increase in the future. Do you agree or disagree?

Disagree.

Oh, oil exports probably will increase at some point in the future.

It will be a relative increase and a temporary one, but it is almost a certainty that it will happen sometime.

It's almost a certainty, but not an actual certainty.

It is a certainty that export levels will drop over time, without recovering.