So... that's the "restocking" part. If I understood the article, the restocking part of the story is a little more speculative, and short lived. Underlying that

So... that's the "restocking" part. If I understood the article, the restocking part of the story is a little more speculative, and short lived. Underlying that is a >10% increase in consumer demand... possibly more in some (non-US) markets. I don't understand why.