I *think* I saw murmurs to this affect floating around on Twitter yesterday but was in the middle of fighting technology so wasn’t paying to close attention. In short, Sony warns of a physical media shortage (tape stock) because one of their primary factories was damaged badly in the earthquake/Tsunami.
Hooray for tapeless. But, if you suddenly find yourself without tapes, holler. I have a Cinedeck I’ll rent you. You’ll likely love it and never go back like the rest of us who’ve used one.