they simply don't have the parts they need to make vehicles. that's impacting production and exports. what else is happening is that what the automakers are now having to deal with, especially heading into the hot summer months in japan, they're looking ahead at having to curtail production or shift their workdays because of the looming energy crisis in japan. andrew? >> just taking away the energy problems that the carmakers are facing, when do they expect to be back at full production? when will the supply lines be back working properly? >> it's really coming in phases. toyota, for example, said they want to start in june coming back to full production. if you look at nissan, they're saying in some areas we're back in full production, it's coming back slowly, but it's something we have to watch throughout the year. much of it will depend on how much energy there is to go around, to keep those production