I'm not an expert but I've done some googling about booze a few times.

It is my understanding that from field to glass it takes 4 years minimum to make a bottle of bourbon. So what part of the process is "plummeting?" Are they not releasing as much this year, keeping more in barrels for longer, which means in a few years there's gonna be a lot of long age statement bourbons on shelves, or have they not distilled as much mash this year? It's not an industry that turns on a dime.