2. We have vapor bag shortage this week again (no ocean shipments) and heater shortage (no switch shipments). We can ship Ocean starting W7, but short the switches OR we can ship Air W6, but short switches OR we can hold shipments and change to Air and ship full winding sets later. Will know more on heater impact tomorrow. I assume switching Ocean to Air allows for a ~6 week push out unless you need those 6 backlog 1.5T switches earlier? Again, need to understand Tianjin slot/order impact for the missing ‘6’ switches.