Maybe then the question remains why the Orrere supply was so comically high? 120 units seems outlandish for rare goods. Some kind of BGS blip? Do the rare supplies do strange things sometimes that nobody notices because rare goods trading didn't really matter in the big picture?
My recollection is that in the original release and for a couple of years after, rares supplies were actually, well, "rare". Soontill Relics were 3 at a time in a normal state and 1 in a poor one (that was a fun engineer unlock for me...). Lavian Brandy was 8 or so in "normal" states and if you wanted to fill an Asp you'd hop around the entire Old Worlds cluster picking up everything. Finding any with double-digit supply was unusual.
Some time after earning rates in the rest of the game had risen to the point where the "rares trade" was an off-meta earnings option in any size of ship, Frontier substantially increased allocations in general - whether to try to make them a little more relevant or to ease engineer unlocks I don't know.
It may well be that in that process, the Orrere one ended up with a default supply of 120 which - again - no-one cared about despite it being ridiculously high. Even trading 120 at a time it's less profitable than some of the bulk commodities are nowadays, so until last week, it didn't matter at all.
I don't study the markets enough to be able to say with confidence how they've all fluctuated, but I do know that when we were doing the last Buckyball race which started the week before the update and finished last weekend the allocation was 24t for Lavian Brandy. That has now doubled to 48. There are others that are sitting at that level or higher. They could have standardised the allocation numbers across the board, but then I would have assumed the lower ones would all be brought up to balance out the drops of a few of the higher ones.
Lave Radio went into Boom on Sunday morning, so an increase from 24 to 48 seems to match most rares' behaviour with that state change.
This is the thing - I think
most of the fluctuations have been the normal result of BGS state changes on the controlling faction, with the usual reaction of players to the BGS doing anything that's not in their personal favour, combined with rare allocations and state effects on them being fairly under-documented because they've been irrelevant as a moneymaker for so long.
A couple like Orrere don't fit that pattern, though.