I have a hard time with that.
They're running at 100% capacity as it is. How do they squeeze out some more next week to make up for the shortfall? If they could, they would have done it already. Are they going to pull from other capacity somewhere else in the world? Does that put it in better shape?
Also, there's the question of transshipmentâshipments that come through the EU on their way to Canada. Do they get seized? How do they function and operate?