It's easy to say it'd be great to have diversification now but it also costs more to maintain that capability every day that nothing like this is happening. If

It's easy to say it'd be great to have diversification now but it also costs more to maintain that capability every day that nothing like this is happening. If supply is not interrupted for a 10 year streak that will add up and you fall behind riskier competitors. It depends on a company's risk profile as to whether that is tolerable.