Working in manufacturing during these trying supply chain times, I have a hypothetical scenario that possibly describes the whole thing...
Or, supplier calls up from Indonesia and says: "Hey, we can supply pre-made soap noodles to you really cheap. We can make it all right here now. Yes, of course, it's based on palm oil, we've got plenty of palm oil here. We're adding value by making the soap here in our state-of-the-art sweatshop. There's no need to pay for those expensive first-world wages and benefits any more."