Pellet manufacturers - getting nervous

I will be having breakfast with Ken(owner of Corinth)....I'll see how they are doing as of late. Last I knew they were going full tilt...24/7. I dont believe theres a shortage....but I do believe theres alot being held back by dealers and waiting to see where oil prioces go before they release more into the market. I heard first hand from a Harmon dealer that also sells 5 different brand of pellets. He is sitting on a mountain of them.