Earlier quoted context omitted.
This is a back of the envelope, not cognizant of all of the factors, estimate. We don't know what the pacing item of the manufacturing is. It could be sub-assemblies from another company, raw materials, final assembly workers, facilities for final assembly, or a lack of capital to address these shortcomings. Double the price you are willing to pay, and I bet the rate goes up a lot. You can build a new building in 6 m…
I have a saying I use with clients: "anything is possible with time and money". Certainly, anything is possible. But this is a current and present risk if China were to make a move in the next month (if we agree that anything is possible). Author is saying "this is a clear and present risk", not that "this can't be solved with time and money".
what we don't know is what is the blocker? it maybe that LM is running at 10% capacity, with a lot of material in stock. a purchase order shows up, and they start a night shift next week.
may or may not be a dire situation. unless, as you mentioned, we need them next month.