for more, we're joined by kathryn downey miller. great to have you here. let's get your reaction to that .recast from the iea kathryn: anybody who watches the oil markets is interested in demand numbers today. on the supply side, we are coming down faster than expected due to these unexpected supply disruptions. david: what are the risks this market is facing right now? kathryn: we are seeing those canadian barrels come back online. there are still issues with nigeria and libya. are waiting on supply disruptions to rebalance this market, it is tenuous at best. the iea get its forecast wrong? kathryn: they are looking at reported data. especiallyerfect, when you're talking about global international sources for the data. issues we see,er when we look at how iea reports and talks about north america, we think there are some fundamental issues with how they are looking at the market going forward. that will be interesting and something to watch. david: what are you seeing that perhaps they are not focusing on is much? expectinghe iea is the u.s. shale oil prod