What we do know is that suppy is more than they want it to be.

32,000 rolls of Verita in 135-36 cassettes would probably end up costing almost all the end users about the same as 32,000 rolls of Ektacolor/Portra costs now, once all the expenses associated with actually getting the film to them, in the ways that the vast majority of those users want to have access to them.
The actual cost of making film in the short lengths for distribution in that way is about the same, whether it is cine film or the films designed for still film.
A very, very small number of users would be happy with bulk lengths of film, if they could save some money on it.
So if EK can find a way to serve that small user group, make enough money to satisfy their own internal money constraints, and not materially damage the monies earned from the much, much larger group of users that buy "normal" film, then that would be great. And there really would be no advantage to making it from cine stocks.
On the subject of an ECN-2 film where development is likely to be C41, in days of yore, another very large concern would have been the photofinishing industry, which was a huge source of EK's revenues.
An ECN-2 film in a C41 universe would have been a total no-go. Even today, with the availability of much more complex sets of controls, that "cross-process" would be far from ideal where volume and speed of service at a competitive price remains of some importance.
Even today, I expect the tiny remnant of that industry has some sway.

