>> WELCOME BACK EVERYONE. OUR NEXT GUEST SAYS THAT WITH DEPLETED OIL RESERVES AND VULNERABLE GLOBAL SHIPPING ROUTES, THE ENERGY MARKET IS WALKING A TIGHTROPE WITH ALMOST NO ROOM FOR ERROR. JOINING US RIGHT NOW IS MIKE SUMMERS.HE IS THE PRESIDENT AND CEO OF THE AMERICAN PETROLEUM INSTITUTE. AND MIKE, WELCOME. IT'S GOOD TO SEE YOU.>> GREAT TO BE BACK. >> WE HAD A GUEST YESTERDAY WHO SUGGESTED THAT THE MARKETS MIGHT BE OVERSUPPLIED AT THIS POINT. THAT'S THE REASON THAT WE SAW SUCH A HUGE DROP IN OIL PRICES AS ...