EIA Inventory numbers are out. oil: $OILNF, BARCLAYS BANK PLC IPATH GS CRUDE OIL TOTAL RET INDEX / H1 Crude +1.8M barrels compared to 2.8M consensus.The worst is over. With most weeks' reports showing narrower builds/larger draws than last year, it seems reasonable to expect crude to be flat and total stocks to draw more aggressively than last year. Oil is undervalued right now. Hold the big firms: $BP $XOM $CVX$COP.If daring, hold UDW like $RIG, $DO.Oil prices will not fall further.Agree or disagree?