The Russians' Counter-Offensive on Ukraine

There are facilities in all five of these countries, but they process local stuff. So once you process an agricultural commodity into things like oil, it takes up a lot less space. It's higher value to bulk. Well not only are the Ukrainians not able to do that now, so they get this higher bulk lower value product. The question will be if we get to a point where the Russians start actually targeting shipments themselves. We're not there yet, it's probably just around the corner.