Sorry, I may have misread that. You are right, but on the other hand that also means dramatic spikes are rare, so it’s a market where demand is very predictable, which makes the logistics a lot easier. So if shortages are only local, they should be easy to plan how to fill from other sources, unless the shortage is actually widespread.
So yes small shortages can have a big impact, but only if those shortages are on a larger scale.