The unfortunate fact is that supply disruptions are just starting, really. There's more than 2500 ships bottled up in the Persian Gulf. All these ships have crews. They're running out of water, food, and fuel. Many of them can't move now if they have to, and they're already 3 weeks late. Refining capacity has been hit. LNG capacity has been hit. Helium production capacity has been hit. Gas went up locally 6 cents between noon and 9 o'clock last night. Even if hostilities are actually over today, the tail of this is going to be months, if not years.