I definitely think the sudden spike in demand must be having something to do with rising prices among traditional forms of coconut milk. Coconut water is now the hot new healthfood, and there are two popular brands of "dairy alternatives" (Silk and SO) that are using coconut heavily (fluid milk, iced desserts, yogurt). So I'm actually seeing more coconut milk, just less in cans.
Just to check out what the new forms are like, I bought a half gallon of the plain Silk Coconut Milk ($3.95). Granted, it's not 100% coconut milk -- there's a bit of water and guar gum to ensure even texture -- but it's almost all coconut milk -- and it's pretty darn good. I wouldn't use it in a Thai curry or anywhere else you want authenticity, but thinning pumpkin soup with coconut milk instead of regular milk was very pleasant, and I look forward to making hot cocoa with it. Plus it's lower in calories and higher in calcium than milk, so just pouring oneself a glass is a delightful possibility. (Did that in lieu of breakfast this morning.)
But there are not an infinite number of places that grow coconuts, so I'd have to imagine that the latest health craze focused on coconut milk must be having an impact on the canned stuff. So, last trip to Assi, I bought a few extra cans, as insurance.