Several years ago, I got a late start on a CG that involved delivering any rares. I did one run on the first evening, just to work out the best possible route. I then got back into it several days later. Availability of most of those rares had reduced 20-50% by then.
Several
days later could very easily have been BGS state changes ("several years" sounds like it'll be too long ago to check archive records, though). Those are well known to affect allocations (and the analogous "cap" property of conventional goods) - though don't appear to explain all of the ones reported this time.
That happens, sure - but that's nothing to do with supply-and-demand in that sense: rare allocations have also
increased mid-CG as a result of those changes.
For an example of the difference between supply/demand and state change effects with conventional goods
- the two big step changes on the 5th and 11th of October are state changes - in this case, Civil Liberty starting and ending
- the smaller sawtooth patterns are people buying commodities and the supply gradually regenerating
(Not shown here, but you can sometimes see slightly fuzzy sawtooths at really busy markets as different people connect to different market servers which get slightly out of sync)
What's happened with rare allocation recently
looks like a BGS state change - it's a sudden step change, everyone has exactly the same experience of it before and after - with the slight catch that in some (but not all!) cases there wasn't an observed state change...
No that's true, but the allocation didn't drop until after the weekly maintenance tick. I could well be wrong, and the timing of the weekly tick could have been purely coincidental. But it would make sense to me.
The
weekly tick doesn't affect BGS states, though - the timing of that has always been separate.
And "just after the weekly maintenance" - especially given how long today's ran! - is a really implausible time for market saturation to take effect: it's one of the quietest times for reported activity on both a daily and weekly schedule, and there's just been several hours with guaranteed no purchases for the market to recover at least a little.
(If Frontier want to
justify reduced allocations narratively by saying in Galnet "after heavy demand, the supply of Lavian Brandy is at an all-time low" - then absolutely, sure. But an automated mechanism to do so seems very unlikely.)
and today after the game game back two factions are in civil war
State changes on factions other than the station owner
shouldn't be relevant - at least, they've never been reported as being so before.
(EDIT: the wiki is utterly terrible for accuracy on BGS-related matters, and in this case is very subtly but very dangerously wrong)
Ngurii
did end Boom on the controlling faction at about 0230 today, which with the relatively quiet servers overnight might not have really been noticed until this morning, and would certainly explain the 80-16 drop there.
On the other hand Orrere the controlling faction was in state None all throughout the week - it just
entered Boom at 0230 today. So the drop from 128 to 32 occurred without an apparent state change ... and the state change to the normally-favourable [1] Boom today doesn't seem to have helped the allocation.
So based on that the evidence suggests:
- Ngurii today: the drop in allocation was absolutely normal BGS state changes, it just took a little while for people to notice and complain because they were asleep when it happened
- Orrere earlier: this
looks like a state change drop but there wasn't a corresponding state change. Could be an unstudied and previously unknown BGS mechanism but I'd say Frontier deciding that the earlier allocation was just too high and suddenly that matters in a way that it didn't two weeks ago is by far the most likely.
That there's a probable
mix of causes is certainly going to confuse matters further!
[1] As you can see for conventional goods at
https://cdb.sotl.org.uk/effects/s/2 while Boom
normally increases supply amounts, the amount is variable and for a few commodities it doesn't. I can't remember if Orrere's good would normally be expected to be boosted by a Boom or not.