[iujjkfjdkkdkf]

Agreed that just quoting the delayed value does not tell the whole story.

But it could be a pretty good proxy: to some approximation, everything in the supply chain would be set up to work with the 9.6 Bn daily flow of value - everybody's financing payments, payroll, working capital, etc. The time is gone. Just like if you had to take two weeks off (unpaid) because you were sick, you could work more later to get that money back, and recover some of it if you work overtime, but you still missed that window to make money.