" [...] the move by the big US oil companies to shut excess oil refinery capacity in the 1990s and move to a just in time model has given us the first real large-scale demonstration that just-in-time logistic systems are very brittle and can be broken by relatively predictable spikes in demand or once-a-decade problems."

9/11 demonstrated that to every company relying on moving stuff across the US/Canadian border quickly. Of course, that complication probably didn't make the world press.