It'll depend on the futures contracts. They'll have price clauses and, get-out clauses , resale clauses and stuff, so it'll come down to lawyering.

It's unlikely that journos know the contract details. Buy clearly any OEM without a futures contract already in place does not have access to low prices.

And any OEM with cheap stock and contractual freedom to resell would seriously consider parting out and selling off stock at the windfall price.