>Okay, just how much convincing a naysayer need?

Its good to see mention of Hungary in these various stories, but it's much better to hear things straight from the horses mouth. Exxon has a press conference and webcast after the XTO agreement, and it included a map of Exxons worldwide unconventional acreage on slide 8 of the presentation. It has a big star on top of Germany, Hungary, and Poland. Here is a transcript of what was said:

Turning to slide 8, lets look at XOM global unconventional natural gas portfolio.... (talks about USA)

Moving to Europe, our portfolio in Germany includes a perspective shale gas opportunity, covering almost 900,000 net acres, and a coal bed methane play covering an additional 2 million net acres. In Hungary, we continue to evaluate our tight gas acreage. Most recently, we established a significant onshore acreage position in Poland, with over 1 million net acres, where we believe there is significant shale gas potential

http://www.exxonmobil.com/Corporate/Files/investors_webcast_xto.pdf

And this is what Exxon said in their official news release:

XTO’s resource base is the equivalent of 45 trillion cubic feet of gas and includes shale gas, tight gas, coal bed methane and shale oil. These will complement ExxonMobil’s holdings in the United States, Canada, Germany, Poland, Hungary and Argentina.