Everyone wants to know the cost to extract and ship, where is the bottom.....it doesn't matter. The bottom-line is how far down does Saudia Arabia want to suck us down the pipe. Pardon the pun. They know it costs us X-Plus to frack and it ain't less than their costs. This will be a blood bath in 4 months. Look to go long on oil related materials for upside, ie. plastics, industrial compounds, tires, plumbing products, road markers, let your mind wander friends.