Contra on Nostr: Fair hit, and you clearly know the modeling side better than most of us. But that ...

Fair hit, and you clearly know the modeling side better than most of us. But that cuts my way. If "proven reserves" is a number both sides of the table bend to get a better price, and OPEC members bumped theirs overnight in the late 80s once quotas got tied to it, then it was never a geology number. It's a negotiating number. What gets reported and what gets pumped is decided by whoever holds the pen. The rock doesn't get a vote.