My guess is that their return to growth circa 2018 for the USA uses EIA forecasts (assuming they feel oil supply is important)-if they were using WT's forecasts they probably wouldn't be forecasting a return to growth for the USA at all.

Per WT's perspective. The US is Apollo 13. Add 1 Cryo-stir. No more outside resupply. Better start looking around the spaceship for the scrap bits to keep the lifesupport going. The energy supply is finite and the battery balancing act begins.

Edit; unfortunately most still want the 'mission' to continue

You are correct Brian it's not a 'bottoming process' it's a ledge on the way down.