Donald, from everything I've noted recently, Kodak is actually upscaling all of their film coatings, and doing repetitive coatings of color sheet base, not just feeding off old rolls. But to be cost effective, that has to been in cycles. And it's hard to say how all these latest price hikes will affect the frequency of that, but it would be logical to infer that it will be less often. But with Fuji almost completely out of the sheet film business now, it's still realistic for Kodak to specialize in it somewhat, especially since they make their own PET base. I have no reason to worry.
Some film stocks age very slowly. It was estimated that nearly all the Tech Pan film sold in the 90's was from roll coated ten years or more beforehand. It keeps well. But color film is another story. Pro color films are tightly monitored and come with distinct batch coding on the box. It's fairly easy to see whether it's reasonably fresh or not. But that requires that the supply and demand pace itself must be carefully monitored. They want to coat enough, but not too much.
On the flip side of the coin, Fuji has gained an almost complete monopoly over RA4 paper production. So that fact should give them the incentive to keep that going strong. But there's no point to it if people stop shooting film; and they evidently are, since so much chromogenic paper is still being used, at least at a commercial lab level. Even the big expensive laser printing machines are still be made and sold; so they have a vested interest too. And being capable of taking scans from either chromes or color negs, there is a future for both. Of course, I still do it in the darkroom with an enlarger; but I'm not a commercial service on the clock.