So, first thought:
Mining and Production are ramping up again as of the end of the month, destruction’s flat, dipping some as we cross into April.
This seems to stay pretty consistent with the expected impact of the industry change announcement—people started putting in industry jobs right away, especially battleships hulls, and mining up the minerals for them while they could still put new jobs in without needing the new reactions.
Destruction, meanwhile, is flat because nothing really changed on that end. HACs Online continues to be the meta in large fleet warfare (and let’s face it, it’s Muninns with a side of Cerbs, just as it’s been for the last 10 months, more or less), and the smaller engagements haven’t started using battleships (because why would they, when they’re anticipating BS hulls dropping in price later?), other than the normal Leshak-gangs for structure-bashing, and low-sec Machariel supremacy.
Machs will probably remain basically the same, supply-wise, for a fair amount of time even after the changes go live. A chunk of the production increase might be the Stain farmers of the last 15 years ramping up production to get a buffer set up while they get their reaction chains worked out. (Ever wonder why Machs always have exactly the same number on market, day after day? It’s because the producers make sure of it, day after day, and have probably 10k+ BPCs laying around at this point.)
Taking a slightly deeper dive, we can see that most of the destruction numbers are propped up by the ongoing war in Delve, with fully 1/8th of all destruction in the game taking place there. Meanwhile, FRT’s push to move their ratters and miners to Vale has paid off in spades, with 12th of the mining in the game and 1/10th of the total bounties in the game coming from that one region.
Between those two sets of values, and more net trade value moving out of Vale than the total mined by about half a trillion ISK, it looks pretty clear that Vale is more or less sustaining the war in Delve, with FRT (at 5% of the entire ISK/trade generation in the game) as the big winners, as we’ve been predicting they would be since about… August. Mind you, that’s in a war… they’re not really in, anymore.