Bubble ?
EOG is the biggest player in the Eagle Ford shale oil play.
A debate has erupted over the methodology for estimating shale oil reserves.
If the doubters are correct, shale oil reserves are potentially overstated.
EOG could be a casualty of the outcome.


http://seekingalpha.com/article/2128033-the-debate-over-shale-oil-reserve-estimates-suggests-eog-resources-might-be-a-good-short