Of course, one possibility – and there’s a sharp discontinuity between possibilities here so you’d expect a sudden snap from one to the other without intermediate steps – is after watching us draw down reserves for a while China decides to fully welcome Russsia into the new Chinese-led order then if we try to enact economic warfare against them wags its finger and asks “Do you want the semiconductors upon which your entire economy and infrastructure depends? Cause that’s not how you get them.”