JIT doesn't make sense for global supply chains when the suppliers i.e. China or Russia government can impose embargoes at will with little warning.
JIT breaks down over global distances because “in time” and “instant” mean very different things even when moving nearly at the speed of sound. Even if no one embargoed anyone, you can’t beat the laws of physics.
You can stream audio with a 5s delay and 10s jitter if you have a large enough buffer
JIT doesn’t mean instant. It means sizing to the first derivative (rate) and second derivative (jitter) of your f(x) (supply)
Did that still hold true during the pandemic? I mean if you can't get stuff on the ships (huge part of the chain) they can't go out. It's not always a choice for suppliers as we saw.
I’m not sure about the impact of shipping though.
See: https://www.autoblog.com/2021/03/09/toyota-how-it-avoided-se...