People are anticipating massively increased demand due to changes in build requirements.
so basing on what you are saying people massively buy moon mats in advance right now. Or maybe people are not so eager to sell mats right and try to save them for the future.
Yes to all of the above probably.
Either speculation, people saving mats for later, or people buying it all up now to produce ships with the old blueprints before they get new requirements.