Some interesting pieces on
oilprice.com (a CNBC product). One of them questions whether oil from the fracking projects will be a long-term resource. Note also that the Saudis are pushing prices lower right now, at least in part, probably, to put the alternative (higher-cost) producers like the fracking people out of business. They've done it before. Note
prices for West Texas Intermediate from NYMEX. And
futures. If Bakken trades at a discount to WTI (which it usually does: [
www.eia.gov]) then continuing the downward push could reduce the volume much sooner than later - Bakken costs more to produce than WTI. So if the Saudis succeed again, the oil train problem will fix itself as we go back to oil from boats.