To your question on the quantification of backlogs, it is very difficult. As you can appreciate, there are 50,000 independent economic actors out there in the sector. Typically in any given year there is often sliding. You might have a contract for date X but it slides by four or five weeks in any given year just in terms of matching the product and pulling it into the supply chain.
We just need to keep in mind that the impacts are large. Any kind of quantification you might see out there from academics or perhaps in the press I think, at best, should be treated as kind of a broad-brush number.