I'm impressed by your reasoning, but I wonder if "we will immediately be faced with energy limitations, both price and availability " is necessarily true. Now, the general decline in economic activity has brought down the demand for oil to the point that world producers are having no problem keeping up with demand. If the world financial system reconstruction can be accomplished while still keeping world population reasonably fed, we can expect at least a short period of operation under the new financial system before growth again brings oil demand up to available oil supply. There will be, I hope, a short window of opportunity to address energy supply towards the end of the financial turmoil.

Of course, if the financial collapse leads to a failure to plant sufficient crops, then there will be serious loss of life before we climb out of this mess. Such loss of life will decrease the demand for oil, IMHO, and keep oil prices at depressed levels. Maybe, serious loss of life will extend the period of depressed oil demand to the point that your predicted energy shortfall never happen. (Not a preferred scenario, just a different scenario.)

Your talking about this 2.3% decline ? Or about 500kbd ?