The Zoom shortage (and other large US operations) is due to COVID factory shut-downs and reductions. This raw material shortage is much more recent, related to refineries in Texas being shut down due the winter storm. Actually, prices for raw materials came down for a few months prior to this. My larger customers have all been complaining about back-orders with all fishing products except those coming directly from China. In Mexico, retailers have been venturing into private-labeling Chinese Products rather than importing from the USA in the last few months.