I'll just insert my thoughts. If the largest consumer of base goes under, then sure, the base price will go up, but not catastrophically. It's not like Kodak stops making base and *poof* no more base available in the world. On the contrary, the demand is still basically there- remember that Kodak has become less and less relevant in terms of market share and it hasn't adversely affected others in the market. We know that because the prices for Ilford's and Fuji's products have not shot up astronomically (knock on wood).
Also, Ron pointed out that base can probably be stored indefinitely. That is a very important point which also mitigates a big spike in base cost.
Ron knows a lot more of course, I am just throwing in my half penny