I know that certainly the anxiety level is rising,
It seems that some of the tariff uncertainty slowed down customer decision-making,
We thought we had finally seen a light coming at the end of the tunnel here, and people were getting back to work,
A lot of (oil company) budgets are pretty set up at this point and disclosed. They might be hitting the low-end of their (forecast) ranges, but I can't imagine massive changes to capital budgets,