Stepan Shveshnikov

That's the problem.

Yeah.

So Krista Rochford, who's the wool marketing program manager at the American Sheep Industry Association, she told me it's not like you can rebuild the American herd overnight.

You can't just come up with breeding stock.

So this is demand spiking, which, of course, this is great for farmers because the price for wool goes up, but then they're not going to be able to double their herd size overnight.

Yes, you do.

And there's so many steps.

You've got to shear it, wash it, comb it so all the fibers are straight, spin it into yarn, and then that yarn gets woven into a textile and the textile still has to be sewn into clothing.

And those are just some of the steps.

So in the US right now, there are probably only about five mils left that can complete all of those steps.

Yeah, I think we're going to see some more investment in infrastructure.

It's going to be slow, and a lot of it is going to come from unexpected places.

But, you know, I talked to a guy named Chase Hill in Idaho who's, oh, he must be in his late 20s, maybe early 30s.

He started an organic wool pillow company, and it's all made in the USA.

His cotton is from Texas, and his wool is from Montana.

He wasn't happy with the infrastructure, so he actually bought a wool mill this year, and he's bringing more production in-house.

So, look, it's an uphill battle, but there are people doing it, and I think it's going to grow.

There you go.