Businesses have begun transitioning from just-in-time to just-in-case inventory models following the COVID-19 and Russia-Ukraine crises, which means they entered the current Middle East crisis with larger safety stocks than they would have had otherwise, providing a buffer against immediate shortages.
factualpending
Speaker
Louis GaveEvidence Quote
“most businesses uh started already to move away from just-in-time inventories to to more just-in-case.”
Source
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave— The Master Investor Podcast with Wilfred FrostCreated: 8/12/2026, 6:22:54 PM
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