We released a report a couple of months ago—I think maybe in June—where we looked at the main sources of inflation, and we found that a good part of inflation was due to supply chain disruptions. Domestic demand is of course one important factor, but it's not the only factor. That's what that sentence that you quoted refers to—foreign or even domestic, but mostly worldwide supply chain disruptions that are constraining supply and therefore contributing to upward price pressures.
On December 1st, 2022. See this statement in context.