Well, it depends on how they deliver that savings. If it’s through something unique and defensible, something that only they (with some moat) can do, then yes,

Well, it depends on how they deliver that savings. If it’s through something unique and defensible, something that only they (with some moat) can do, then yes, they can argue for a fraction of the savings. But if prices just go lower because things are commodities, then they are going to be viewed as middleman markup on top of already low prices. In that case, their value add is considerably lower.