The situation may stabilize over time as Japan gradually manages to shift sources. However, the situation has been and is serious, the Calbee issue isn't really what matters of course. As someone who's currently in the process of building a new house, I'm in constant touch with my construction company, and they tell me that there are tons of procurement problems because of the naphta shortage. Some companies have stopped taking orders altogether. We're lucky in that our construction company managed to secure what we need just in time, those just a couple of weeks after us have problems. We are mostly fine, except for some stuff, which, while important, can be handled. Or delayed, at least.