All anodized orders affected by the shortfall have been cancelled and notifications sent. If you didn’t get one, your order is safe and just waiting on the refinished backplates.
Thanks everyone for the kind words of encouragement (especially @Kurisu, @gnotg, @Lbibass, @beaker, @Nebulant, and @Quakemz). This has really been painful to deal with (a morning when you issue >$10,000 in refunds for product you already paid for is never a good one), but I’m feeling better now that I’ve worked out a way forward and have gotten so many encouraging messages of support, both here and by email. Thank you everyone for being such an awesome community. I’ll continue trying to do my part to make sure that I only ship you stuff that I deem awesome.