I generally agree with you that demand growth is depressed relative to normal and close to zero year-on-year, though I note that EIA has corrected September to only be down 1.5% in the monthly data which is based on a more complete survey.

BTW, how big an oil company are you CEO of, roughly?

I'm sorry, I guess my moniker doesn't make that clear. I am not the CEO of an oil company. I am the CEO of Oil :)