that rate policy and of course as your package describe, they go through the us dollar and all commodities are in us dollars so it makes them incrementally expensive. it is happening across all commodities. it is an adjustment. it is essentially a reversal of the trade we have seen over the last 6—12 months. it is an extraordinary thing to watch. ., . , ., ., ., watch. how much is that down to more demand — watch. how much is that down to more demand of _ watch. how much is that down to more demand of consumer- more demand of consumer electronics? i more demand of consumer electronics?— electronics? i do not think fundamentals _ electronics? i do not think fundamentals play - electronics? i do not think fundamentals play a - electronics? i do not think fundamentals play a greatj electronics? i do not think- fundamentals play a great part in price performance. people are talking about a super—cycle event but we say it is a good observation event. you have a resurrection in demand and also basically supply choked up