Lisa Abramovich

A lot of the supply coming from the U.S.

has just really plugged the gap and you've also seen a real pullback in demand or at least in usage when it comes to certain Asian economies and that has offset

some of the depletion that we've seen in terms of the total supplies.

Either way, it doesn't seem to be that kind of top of mind moment.

When I ask different executives here, are we close to that moment?

Do you just have to wait a couple of months?

They kind of shoo me off.

It is just really an issue of financial management at this point.