This is not really what happened. I have toured many battery factories in Dongguan - they have stock on-hand even of non standard sizes. I have been shown the actual inventory spreadsheets from product managers. Also, buying batteries from a friend of a friend is very risky...batteries are the most risky thing to buy, at least li-ion, you are almost guaranteed to violate International shipping laws.
Well I am just selling the story my friend told me. Since it happened a while ago I assume that the batteries were fine or I would hear much bitching from the same friend of mine ;)