and oil prices rise and maybe refining margins fall. And it doesn't appear the market's giving them any credit for even current prices. is a number of these companies are trading as if oil is going to be at 65 let's say for a while or 70 depending on their market and then similarly services companies that are focused particularly onshore where I think we're going to get another wave higher of activity US Canada and international where people don't really talk about this much when they talk about the oil cycle they seem to really
and oil prices rise and maybe refining margins fall.