I don't think I would argue that you're not. Maybe you've taken the wrong sense because my voice doesn't work very well and I'm trying to cut words out.
The sense that I'm trying to get from you is that we don't produce enough barley for the malt industry and domestic consumption. So the issue is that we are now going to have this wondrous market of half a billion people to supply barley to, but we can't supply ourselves enough barley.