basically wine production down at a time when wine consumption is up. >> coincidence? >> that means prices rise. >> or supply/demand conspiracy? >> or a world of lushes. >> it is supply and demand out of balance. you're finding this issue, a lot of people ask me about the boutique american vineyards. maybe this is good for them. i think it is good for them. i don't think they necessarily fill the hole. >> most of them are small. >> they don't fill the gap. you can see wine -- start hording now, kate. >> that's been happening for months. >> drunk pumpkin. >> that's my name today. >> spiritmakers will benefit, the vodka and rummakers. >> when you're dealing with weather and commodities like this, there's not much you can do about it. >> when you look at production there's only so much land, so many places where you can make the stuff, cocoa and wine, especially a vineyard. it takes a long time to add production or capacity. >> several years. >> i think it's an interesting