Looks like based on imports IDN is already shipping production to the US and have been since beginning of the year and Fox-Ess has a lead way all the way through 2023 so these concert should be covered.
But I agree you, have to plan ahead never know what obstacles might get thrown up at you.
Selling out means if the factory production is 1GW per year and they sell out that means they hit capacity and you definitely know what selling out means and this would be an amazing thing IMO