Chinese DAC's

we are all getting F@cked by the F'ELON.

She's an activist.  We knew tariffs were coming and she could have prepared.  It's not going to last forever.

@perkri 

So, should she have stocked parts for 3 months, 6 months, a year, two years worth of production? 
 

The, up until recently, stable global supply chain, means people don’t keep big inventories of parts. Real time logistics and shipping has taken care of the need to sit on large inventories.

But, she should be able to plan for this, right? 

To answer your question, "she should be able to plan for this, right?".  Yes.  I've worked in manufacturing for 25 years and we live and die on parts availability and when pricing is expected to go up or availability is uncertain, etc. we would be more aggressive about buying critical parts and stocking them to stay ahead.  It's just risk management really and if her business is ISO 9001 certified (not sure if it is) then she should be fully aware of what risks are on the horizon as they would talk about it regularly.

"On time" manufacturing is great until it isn't.  You still need to plan around risk.

@dgarretson I have met Eveanna Manley and she is neither stupid nor an "activist.

I didn't say she was stupid, I'm sure she's very intelligent.  However, her speech tells me she's overly emotional, if not, a low-key political activist.  ""we are all getting F@cked by the FELON."  I don't think she's out there keying hate symbols into Teslas, but I'm positive she wouldn't like it if one of her employees wore a MAGA hat either. 

@perkri You didn’t answer my question. How much inventory should she have purchased? Enough for 3 months, 6 months, a year or two years? 

I can't answer that, I don't know her business.  I would do 90 days and go from there.  She raises her prices regardless of tariffs anyway so I'm not sure why it's such an issue.

I'm not sure what her percentage of sales overseas are but I imagine she would have a plan if she's as smart as you think she is.  I really don't think she's basing her business continuity on CNN.