I read the production in that area is down to 20% of what it was before their presence. Wells are not magic machines. It does take some effort to maintain. At the same time, their sales appear to be at prices 25~50% of the market rate. Their buyers don't take the risk of dealing with them without their own benefit.
If the market prices fall, so are their prices as well, and to a far lower rate.
Since I don’t know the break even for ISIS wells, and since I have no idea what their discount sale price is, I can’t debate the issue.
I guess they’ll just have to struggle by with the $300 million Euros they looted from local banks.