Over collected is what I've been told by many exporter stations. CITES is also dropping quotas on many LPS< which in return will drive up their price. The EU has banned the import of a few LPS all ready, I wouldn't put it past the US to follow suit. The fact that many new exporters have popped up in the last few years also lowers how much quotas each exporter gets, thus making them less available in larger quantities from a single source. If an exporter can only ship so many, and importers scramble for them, the exporter simply jumps the price up to take advantage of the situation.