I'm convinced there is now, and will continue to be, sufficient demand for B&W emulsions for at least two very efficient, properly scaled producers. If it's a last man standing war of attrition then one, maybe producing a very simple emulsion, like pre-2009 Tri-X. It has to be scaled right; there's no margin for error there. Chromes will eeck out a niche somehow.
PS - Do continue not dying. It's extra insurance.