(There are some weird, off-scale prices in Australia, but I am guessing that has more to do with distribution inside the country than supply from the companies.)
If total demand is relatively stable then I expect that prices will also be fairly stable. If the -30% Kodak number were also being felt by Ilford and Fuji then their prices should go up sharply and very soon.
That we haven't see this yet suggests to me that this is mostly an issue with Kodak. Let's see.