Here is what I (suspect/hope) is going on.
Vietnam is coming up on the rainy season. It is difficult to rear silkworms in bulk during this time of the year not only because the leaves have to be harvested in rainy conditions, but also because the leaves are wet and need to be dried before they can be fed to the silkworms.
As they grow, silkworms need a lot more food and space. When they hatch, they are vulnerable and need high-quality mulberry properly dried.
The commercial silkworm farms shut down production during the rainy season, not having the necessary resources to keep up the supply of mulberry.
The industry has shifted towards a model where silkworm farms are not provided with eggs, they are supplied with young silkworms. We saw this on the video that SilkRoad provided. The farmers didn’t unload trays of eggs, they unloaded boxes of small silkworms. Breeders have to rear young silkworms needed by the silkworm farmers.
Through a misfortune of timing, KBLB will have a big supply of eggs ready right when the silkworm farms are shutting down for the season.
KBLB will probably use the next production cycle (perhaps two) to increase the size of the breeding pool by breeding homozygous parent lines. A week or two before the rainy season ends, KBLB will begin hatching hybrid silkworms. As soon as the silkworm farmers are ready to raise more silkworms, KBLB will transfer them batches of young silkworms. They will grow quickly and cocoon in only a few weeks time.
This pushes back arrival of commercial quantities of silk until 3 weeks post-rainy-season. But the quantities should be far larger than KBLB has produced before. KBLB will have sufficient space to rear silkworm hatchlings for the next 12 to 18 months. After that time, they will need even more space to raise hatchlings.
We both know this is speculation, but it is the best fit I can make to the various PRs KBLB has released of late.
AI
Market Data 
Markets 
