It's a little bit of both. If you think back to 9/11 and the 2008 financial crisis, the chemistry sector weathered those fairly well, primarily because 95% of manufactured products globally include chemistry solutions in them. They're made up of chemical compounds and solutions.
In this particular case, those sectors saw a reduction in production primarily because their chemicals went into mining, forestry and the automotive sector. We saw some significant declines in those sectors as a result of COVID. There are also some more economic outliers there, too. Those that did increase production did so because they were focused on the disinfectants, the chlorines, the bleaches, etc.