Commenter Wiredog asks a very good question:
How many automakers and others have JIT systems dependent on parts from Japan, especially the part that got hit? How soon will factories outside Japan start shutting down due to the loss of those parts? Or is there enough redundancy for this not to matter?We often tend to think of just-in-time as a method of production that was waiting for the clever Japanese to think of it. But in fact, just-in-time was also waiting for the speedy, reliable transportation links and the reliable infrastructure that made it possible. 99% of the time, it's a great system. Now we see how resiliant it can be when the black swans appear.