> Have you attempted to integrate these costs over time when there isn’t a pandemic going on, and made any attempt to determine the net effect?
No, I didn't. I'd actually like to - because it isn't obvious to me that the result would come in favor of minimizing the buffers. Consider that buffers in the supply chain only cost as much as the storage costs. Which may run well into billions over time, sure. But this pandemic has already erased trillions of dollars in the last three weeks, and it isn't showing any sign of stopping any time soon.
No, I didn't. I'd actually like to - because it isn't obvious to me that the result would come in favor of minimizing the buffers. Consider that buffers in the supply chain only cost as much as the storage costs. Which may run well into billions over time, sure. But this pandemic has already erased trillions of dollars in the last three weeks, and it isn't showing any sign of stopping any time soon.