As a result, the practice of safety stock and holding inventory against commodity price fluctuation and supply chain disruption will provide relief from the fragility of the supply chain.
This means forward supply partners (from distribution through to end customers) likely went into a panic ordering mode today to increase inventory and put in safety stocks in case some parts go on allocation.
And the NPR signaled, at least implicitly, that underground testing will have to be resumed in order both to assure the safety and reliability of the present inventory and to upgrade and modernize that arsenal.