Good post silver - I agree with you about Yergin. I read his book the Prize and learned a lot from it, but lately he seems to be on the wrong side of the energy analysis business - at least its way off from what I read about global supply and demand (and oil at least is global, unlike NG).
Agree also about the need for stabilized production. Should be quite a ruckus when Bitters finally puts his hat down for a few minutes and says, "they're done".