The problem is whey is a byproduct of cheese/dairy and the dairy producers arent going to start manufacturing more cheese to get more byproduct- whey protein.
500 million pounds was what Coke essentially bought up when it made it's move. Their product will fail you'd imagine, I mean I won't buy it, nobody here will, those that do will be the new years resolution gym memberships used 2 of 12 months types.
But by the time they fail, the damage will be done.
The larger protein companies should not be affected current supply contracts come up for renewal. But who knows when this is.
The bottom end of the whey protein concentrate market will have no choice (I think this includes companies producing baby formula). But what company is going to see the bottom end of the bell curve shift forwards and not take advantage of that.
Anyways, I have had far too much time on this business trip to read and discuss this subject in particular.