I don't think the effect of the floods is lasting so much. It just so happened that the disruption of SSD started to be noticeable around the same time of the a

I don't think the effect of the floods is lasting so much. It just so happened that the disruption of SSD started to be noticeable around the same time of the aftermath of the floods. And by floods, I mean the speculative movements they caused rather than the real effect on supply.