DHL: Global Supply Chains Could Take 3-6 Months to Normalize

What if supply chain normalization extends to 6 months instead of 3 months?

Model the scenario where logistics networks take the full 6-month recovery window rather than the optimistic 3-month timeframe. Adjust transportation lead times globally by 2-4 weeks, increase carrier costs by 5-10% due to continued capacity constraints, and assume inventory holding costs remain elevated throughout the period.