with theia leite latest.news 24 hours a day powered by our journalists in 150 news bureaus around the world. >> thanks so much. the recent oil price rally has the worst may be over when it comes to the oil slum. some fundamentals are bearish. andrew has a note that takes a look at the cracks in the oil market. and made about the u.s. production rolling over which is key to balance in the oil market. if you take a look, as you point out, production is set to grow and that will offset cut elsewhere. >> yes, thanks for having me. the oil market has a lot of work to do. can't belear flag waived yet. we had a collision of oversold markets with fundamental factors , which pushed us up, bringing the out which growth back into focus. you are still going to have that cap between supply and demand. kuwait expects to increase output. and still that elevated base effect from the other opec nations, and now with the rally crude,r the i've for u.s. production is more of a wildcard. diff isring up the between supply and dem