Yes, you're probably right on that... I'm going off my experiences from college swimming. I was never able to lose much weight last year during the season even after going to doubles and meet season that had us in the water for intensive exercise 6 days a week. I didn't think my diet was that outrageous, but then again, I have a heat maintenance problem and my VO2 max is a lot higher than any other males on the team. At 2 hours a piece, I'm sure we burned plenty of calories per workout, however with the shitty standards of the indoor pool (low oxygen availability and high heat- 91 degrees F air temp and around 80 some water temp), I may very well have been suffocating during sets rather than maintaining a healthy aerobic respiratory condition which would deffinitely have affects on fat loss efficiency. Since I've retired, I never get in the pool anymore and all my cardio is done on machines where I can monitor my heart rate to keep my exercise from crossing the anaerobic threshold.
As far as the empty stomach experimentation, I've been able to get it down to no food in the morning on ECA. I've been keeping a water bottle in bed with me that I try take drinks from during the night when I wake up to roll over or get up early in the morning to piss. Once I'm up for the day/workout, I'll drink as much as I comfortably can and then brew a cup of green tea that I've started relying on for my caffeine doseage (much less than most ECA stacks- about 30/200mgs). If I'm really dead before a workout, I take a Sobe Adrenaline... I love the things and I know they have enough stimulant in them between the caffeine and guarana. They have a few calories but they also make a sugar free version that's not bad... I think all the energy drink companies are doing this. Red Bull has one for sure. In addition to the ECA and plenty of water, I take a dose of B vitamins- B6 and 12. On days when I don't have time to get up early and split cardio and lifting to do doubles, I take my fish oils with my preworkout meal.
On increasing daily cardio above 1 full hour, I haven't tried it yet, but perhaps when I get to an off day for lifting this weekend I'll run it out if I'm feeling good... Just as long as I don't have any extra school work to do- I'll fall asleep doing it otherwise.