What happened
In this synthetic scenario, a single castings supplier serving three auto plants loses capacity, pushing average lead time from 18 to 31 hours.
Why it matters
Apparently independent tier-one suppliers share one tier-two dependency, so the disruption spreads further than buyers expect.
Actionable signal
Map tier-two dependencies for your top 20 parts and qualify at least one alternate source for each single point of failure.
Sample edition. This brief is illustrative, not a reported event, investment recommendation or live alert.