But that's from JJ's perspective. I'm sure their dancing a jig but not everyone likes their tubes. I personally do not.
Shuguang is not producing tubes at the moment and hasn't been for several years. Most of that old stock is no more, that's a huge chunk gone. What's left from the Reflektor Plant is what was current stock or anything in transit before the sanctions. Another huge chunk gone for the foreseeable future. To answer @PBGas, what does it matter if the EHX fans started the panic, there's no more tubes coming from the plant which was the largest producer of tubes, again what was left was current stock or anything in transit. What's left is near NOS stock prices.
There's two factories left, JJ and small productions from Psvane. Western is not producing yet so they don't count. Two major manufacturers gone is going to affect supply and demand especially for those that "prefer" those tubes. That's just basic economics. Throw in the panic and here we are. So yes the shortage is real, not some BS.