[smallerize]

That used to be true, but things have really settled down. Notice the lack of rushing to start more fracking or refining projects during this crisis.

[margalabargala]

I don't know that I would hear about it. How would I know?

[balderdash]

This is probably the most relevant metric:

https://rigcount.bakerhughes.com/

Not seeing a bunch more rigs operating means there new drilling isn’t ramping up.