David Allen Green has had a bit of a dive into the language used by AZ and the EU to see if we can understand where the issue in which is interesting -
https://davidallengreen.com/2021/01/...ply-agreement/
My gut feeling? AZ sales signed up to something that manufacturing couldn't deliver either through enthusiasm or poor information. Buyers know that the demand will potentially outstrip supply and will do their damnedest to get clauses into contracts to secure their supplies. See it all the time in my industry - a jewellers eyepiece needed to go through those contracts and a wide view is needed to see what impact each contract will have on all the other ones you have on the go.