"The expectation has been that third-party companies would spring up to supply those, but until now there has been little evidence of that."

No, and if you read the copious news articles, you'll see that none are expected until late spring / summer.

It seems a tad churlish to sneer at something that was only ever supposed to happen in your own imagination.

But hey, don't let the facts get in the way of a boring story!!