Shale Oil Isn't Saudi Arabia's Only Nemesis

Even when glut stops growing, market might shrug: SocGen
History shows oil rebound will hinge on stockpiles: Goldman

A hydraulic fracturing site located atop the Marcellus shale rock formation in Washington Township, Pennsylvania/ — A hydraulic fracturing site located atop the Marcellus shale rock formation in Washington Township, Pennsylvania/
Photographer: Ty Wright/Bloomberg

Have a confidential tip for our reporters? Get in Touch

Before it’s here, it’s on the Bloomberg Terminal

March 1, 2016 at 7:01 PM EST

Updated on

March 2, 2016 at 12:04 PM EST

This article is for subscribers only.

Even if Saudi Arabia wins its struggle with U.S. shale producers over market share, it will face a new billion-barrel adversary.

QuickTake Oil Prices

Have a confidential tip for our reporters? Get in Touch

Before it’s here, it’s on the Bloomberg Terminal