I really enjoyed going to the DPC luncheons every month years ago, but looking back on some of the subject matter and speakers is a little cringy. The engineer who spent his free time researching Global Warming as a hobby gave us a talk about how the climate wasn't really changing, the grizzled industry veteran who said something to the effect of "there's only ever been one Ghawar field, only one Prudhoe Bay, only one Spindletop, and there will only ever be one Barnett Shale (mic drop)", the engineer that said there's no chance that wind and solar will ever make a meaningful contribution to the electricity mix, etc.
"We're not at record production" when all of the data I've seen pretty clearly shows that we are, in fact, at record production sounds like something you heard there. But I'll take your word for it, wait patiently, and consider any information you have to the contrary with an open mind.