It doesn't look to me to be terirbly complicated (though the devil is always in the details).
I get your point - though while we shouldn't remian complascent, I wonder how difficult it would be to have companies and groups start to fill in these gaps?
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Making backing paper is apparently a lot harder than it looks, now that the fastest films are a over a hundred times more sensitive than when 120 was introduced over a century ago. A few years back even Ilford was really worried about this one.
The problem is that a lot of small companies used to make all kinds of things like this, very 'inefficiently'. They slowly consolidated and were taken over, and although the economies of scale made it easier and cheaper to make big runs, they also removed all the profit from small runs, until a 'small run' wasn't worth making. That's what happened to single-weight paper base. We're also seeing heavy consolidation in the photographic chemicals industry at the moment: when Champion quit the UK, that was the end of both Paterson and Fotospeed E6, and they probably won't be reintroduced.
A surprising number of these things, too, rely on knowing how to do something because you've done it all your life. Yes, you might well be able to nail together the expertise to make backing paper on a small scale -- but it might take a long time to put together the team who knew how, and some of them might prefer a secure, boring job elsewhere.
If there's enough warning, the problems can be overcome. If someone like Schoeller suddenly dropped out, it would be a very different matter.
Cheers,
R.