As far as I understand (from some official and not so official sources), what is really happening is that Kodak sells their motion picture films in two general ways: people that can prove they are indeed making motion pictures and then for everyone else (like spoolers).
Since Eastman wants to keep their motion picture film business going, they film sell to motion picture producers with some concessions that won't seems like good business practice otherwise (like quantity and lower margins), otherwise those who consume motion picture film for their intended use may be tempted to go digital and crack the motion picture film business.
And there is everyone else, who purchase motion picture for experimental/respooling/you name it purpose. They charge a different price to that market, so they can recover some of what they lose on the film makers market. You can still buy the stuff but at a different price range, which may not be as attractive for business like Reflx.
If you can't prove that you are actually using Eastman film on a motion picture production, you are denied to buy the film at the motion picture price (like Reflx seems to be doing). You need to make an agreement on how much you will be buying and estimate the price (which may be higher quantities and higher prices that respoolers can use and still make a profit). This would definitely impact prices of respooled film and affect prices for business like Reflx.
So, what I think it is really happening is that Reflex is buying their film stock saying it is using for a motion picture project but using it for respooling and making a profit, and Eastman is trying to stop that to keep their business going.