> There's a futures market for RAM prices if you want to hedge that risk. No different than corn.

Yeah, and that's a fine vehicle for insuring against this risk for a finance company or for an individual.

I am prepared to be wrong on the following take (as it is based on nothing more than just "it came to me in a dream"), but my hunch is that neither Airbus nor the EU state governments are currently even attempting to hedge the RAM price risk by accumulating a RAM futures stash on the market.