Seems like someone from a widely-circulated gun magazine, or from the NRA, could get a brief face-to-face with someone who would 'clarify' the status and current production; the industry would stand to gain at least some positive media exposure within the shooting community.
My impression is that the industry is kind of like our gasoline industry, with production just about apace with demand, which is generally rather consistent and predictable, and with a significant amount of purchase by government for their military and 'strategic reserve' needs. I can see where increased demand would upset the cart, although most of us seem to be shooting LESS than usual, for various reasons; still there may be lots of folks who don't have a shelf full of ammo in the garage like most of us do, who are buying everything they see.
No doubt the authorities will soon decree that having more than 100 rounds of ammunition is illegal, because they will realize that these panics and shortages don't deplete the civilian stores as much as they thought (even though after we shoot all the 'bullets' in our 30 round magazines, we have to throw them away...

Anyway, I'm surprised there hasn't been more exploration of this in the 'gun literature'.