Semi Conductor Industry

There's consolidation problems across the semi conductor industry, and so that leads to higher prices. We're basically reliant on these really, no giant ships, thata, r pretty that are not very resiliency. The delays that we have now are the equivalent of 20 % increase in tariffs. That was the equivalent of, you do at and that's sos a worn out system. So inflation is actually importing inflation because costs are going up abroad, but also, we just can't get stopfed through the ports now. But it's not like the cattle ranchers are seeing increases either - what you're seeing is supply and demand shock from cobin government spending and actual production falling.