Why don't you get this? I have something that 20 people want. I have enough for ten people. I can charge a buttload of cash for that. Suddenly, I have something 30 people want. I still have the same amount.
Have you never been to an auction? Capitalism in its purest sense. How is this not obvious?
Admittedly, not all of it is due to rising demand. There'es some interruption in supply and some uncertainty, leading to speculation.
But you don't get supply and demand?