If AZ supplies EU from Halix what does that mean for the UK contract. You know the one that ties AZ's hands.
I think (and this is speculation - we don't even know for sure that Halix was intended for the UK supply chain) this is why Indian doses were suddenly being brought into the UK. As you say, Az has a duty to meet those contracts, so is bringing in supplies from India to fill the potential deficit due to the situation with the EU.
If that is so then, in a roundabout way, the EU's position is reducing supply in India and surrounding countries.
I asked this upthread, and still am not sure. What happens to embargoed doses? I can see that it is relatively straightforward for the EU to forbid private companies to export goods. But that doesn't mean that the EU gains ownership of those goods.
A few weeks ago, case-numbers in my local Royal Mail sorting office meant that my lovely post-lady couldn't get out to me for a couple of weeks. My parcels just sat in the sorting office til normal service resumed. The state didn't seize control of them just because their delivery was blocked.
Are we going to end up in a situation where exports are blocked, so vaccine just sits in a warehouse til it goes out of date? There's at least a suggestion there's UK-intended vaccine gently aging in Halix as is. Do the contracts allow Az to effectively refund and resell? Would they do so, given the likely contract-law headaches that might bring? There is, after all, a defence to not fulfilling your contract if you can't legally do so, but that defence weakens if part of the reason for the non-fulfillment is "And then we flogged the stuff to another buyer".
Or are the EU going to requisition private property from a private company? Because the long-term ramifications of that are likely to be messy.