Whoa there! I think you are jumping the gun without fully considering what the Field Office figures represent.
The Field Office figure, now included in the USCIS Inventory, only represent those cases where an interview has taken place and an approval would have taken place but for retrogression. That is, they have been pre-adjudicated.
They were still known to DOS previously, since under the old system, the Field Office requested a Visa for the PD.
It does mean that the USCIS Report should now contain all pre-adjudicated applications where they were handled by USCIS. Previously, the retrogressed Field Office cases remained there after interview until they could be approved and were therefore not included in the Inventory.
There are two things the USCIS Inventory DOESN'T contain pertaining to Field Offices.
a) If, when the interview took place at the Field Office, the PD was Current, the Field Office approved the case and requested a Visa from IVAMS.
That is still the case, so the level of "invisible" demand to DOS still remains, as the first they will know about it is when the Visa number is requested. It will not have been shown in the USCIS Inventory.
b) The USCIS Inventory only contains cases where the interview has taken place.
There are an unknown and unknowable number of cases at Field Offices where the interview has not yet taken place.
What we might speculate on, is that interviews are probably conducted for cases which are relatively close to becoming Current i.e they would try to conduct them in ascending PD order.
It is conceivable that there are a large number of cases with later PDs that have not yet been interviewed, so the real demand to Aug 2007 under USCIS can still not be gauged with any accuracy.
We can only say what the minimum demand is for China and India from USCIS.
This is probably only really a factor for EB3, as I don't believe EB2 has a very large number of Field Office cases.
We can't infer anything about EB2-ROW from the Inventory figures in terms of total approvals.
All we can say is that the pending figure of around 8k represents a snapshot of the work in progress. It is about the same as it was in October 2010 and much higher than in May 2010. I won't make any inferences from that fact.
I really can't agree with your analysis in point #2.
If the full 10 k (actually nearer 11k) from Q1 have indeed been used, then EB2-ROW would be on course to use its full allocation. They would consume a further 21k in the following 3 quarters.
In fact, it is not possible to know how many cases have been approved prior to the Report. Whatever the figure still to be approved, I believe it is higher than the numbers available from EB1 and EB5 spillover.
What we can say from the USCIS Inventory figures is that in the first three months of the FY, EB2-India backlog remained constant at c. 24.5k.
So, despite 3 months worth of Visa numbers (and probably above the 250 per month), EB2 Indian numbers have not moved, which is a net
increase in the backlog.
That will actually make the forecast slightly worse, but not by a significant amount.