Like he said in the blog post
Much of the .22 bubble is political in nature.
The distortion has been created for political reasons not end-consumer demand.
Vista and Olin have been either selling the majority to Government agencies and/or stock-piling inventory to be later sold only to non-consumer channels.
Agreed it is extraordinary demand but the consumer demand is not being even close to being met and that is because of the distortion.
If the political distortion wasn’t occurring we could go to any wal-mart, bass pro and a variety of other locations and buy as much 22 as you wanted. Just like it was pre-2008.
The demand is not being met because demand has exceeded supply. Supply does not magically increase instantaneously.
The political distortion is because people have been afraid of gun bans, and ammunition bans, and have wanted to stock up on .22. When demand suddenly doubles or triples, it takes time to satisfy it. No conspiracy is necessary to explain the .22 shortage.