I don't know the time frame exactly, but it's clear they're all going to want to start spending money again.
I think that in the near term the only threat to demand is some form of recession here in the United States.
I think that worldwide tenders are going to remain extremely difficult because of the influence of foreign governments, partners, etc.
Will the industry outsource more? I think it depends on the client base.
This will result in wells that will make a substantial improvement in the recovery factor just because they are absolutely in the proper place within the reservoir for the purposes of drainage.
For a long time, we've worked on detecting planets with whatever was at hand, making use of existing small telescopes or even amateur telescopes. It's time to move on to the next stage.
In the longer term, there are significant factors that are going to affect the operators and to a large extent the service industry.