Unfortunately we don't have the data, only the evidence of whether their capacity is meeting demand. Right now it's not - but we will see in a week or two. If

Unfortunately we don't have the data, only the evidence of whether their capacity is meeting demand. Right now it's not - but we will see in a week or two. If it continues to not do so, it seems rational to believe that they have reached the level of capacity where it would become more prohibitively expensive to increase supply. And at that point, the industry is going to have to face either severe short term shortages or potential long term financial trouble for short term gain. I hope it doesn't reach that.