Whiskey ................... we have been predicting a decline in 2H 2015 and seems by what you have found our predictions are turning correct (actually think I was initially going for 1H 2015 but admitted that this looks to be a bit presumptuous) also from the recent reports even the official forward looking figures are now predicting a sizable drop-off starting round end 2015 and continuing into 2016 (think it was round 500k bpd drop but please correct if I am wrong) so as long as the world consumption doesn't drop to much we just might see an upside in the poo starting 2016, the major 'fly in the ointment' is the financial outlook for 2016 and beyond as that now doesn't look to rosie!!!
HKP
shale, page-3
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