Last I heard only 5100 was jeopardized as the McClellands weren't satisfied, not because no red VA was available but because the red VA they'd smoked was not of sufficient quality. But the reaction was that there was plenty of quality red VA available. Then I read someone saying that he had talked to Mary who said that they were having supply problems, which shared on the board is third-hand information. Above we have a hearsay account fifth-hand about deeper supply problems. So as far as I know all we have is information so attenuated that it becomes suspect, as information relayed comes imbued with the cognitive process of all of those in that chain.I know the one [B&M] I was in last week had talked to Mary directly and asked how much they could buy and were told that there wasn't anything left TO buy.
Another guy puts McClelland in the same boat as Dunhill, both of them sinking. Then by inference we hear about all the panic buying, virtually wiping out the supply of McClelland VAs. But off course panic buying in the face of imagined scarcity doesn't mean McClelland won't produce more, and it has nothing to do with the viability of their operation. Then he tells us to rely on other blenders tobaccos. BUT WAIT very little of this has happened.
It's clear that McClelland is having problems, and that this is due to supply, but that's all that's clear. In this I know nothing, but as yet we have no substantial account from the McCledllands about their trouble, and catastrophizing and panic buying, predictable human behavior in the face of scarcity, would appear to be to no purpose.