I don't agree personally, but you're not wrong. I think its Primal's business to manage and some of his customers don't care.
Shutting up shop generally isn't a great growth business plan, and neither is not having product available. How to reconcile the current market conditions and demand/supply against the meso customer risk profiles is where the balancing act gets complex. There are likely lots of individual views on that balance, including your about shutting shop (which would have cost and time implications), mine (which doesn't mitigate risks and puts onus and testing lead time on customers) and a whole load of other perspective.
For me, i'd like transparency and confidence of what i know, and of what i don't know so i can make decisions as to what to take for granted and what i might or might not send to jano based on the risk and knowledge i'll not be out of pocket financially.