Toyota pioneered the "Toyota Way", which is now known as Lean or JIT manufacturing. JIT is famously susceptible to disruption from natural disasters. Over the

Toyota pioneered the "Toyota Way", which is now known as Lean or JIT manufacturing. JIT is famously susceptible to disruption from natural disasters. Over the short term, between disruptions, JIT tends to be more profitable than the alternatives. Over the long term, the market rewards companies that can handle disruptions. Basically, to answer your question, the market is punishing JIT MFG and rewarding resilience. Companies are watching it happen and learning from it. One indication of this is the current increase in inflation. Companies are switching from 1 month of inventory to 6-12, which is making suppliers scramble and driving up prices. I am by no means against government intervention. Companies have short memories, and market forces will force eventually pressure a return to JIT. But now is the exact wrong time to intervene.