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Even if it weren't 100% wastage, it might take time and effort to find the salvagable bits. So when they restart, they'll might need to restart with an empty pipeline. By the time the salvagable bits are recovered it's conceivable the spots they could return to in the pipeline are filled; or merely that they're even slightly filled - enough for the risk to the just-starting production to discourage the addition. And even what they salvage might thus end up displacing new production - so while that might save them money, it might not increase throughput.

And of course, it's just an estimate. Maybe the real damage will be different.

I have absolutely no idea what I'm talking about, by the way ;-) - I'm just positing a hopefully plausible explanation why the ratio of wastage might not impact the amount of "lost" (in the sense of reduced from baseline) production, even if it help reduce the amount "lost" (in the sense of unrecoverable expended resources) production.

I doubt non-experts can do much better than believe their own projections - assuming nobody with a real background here comes up with a solid reason why not.



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