A lot of people consider lean manufacturing a religion and can't seem to see that there are some holes in the plan when you go outside a nation and see that some countries just don't like each other and will use their country's businesses as political capital.
I agree with you man and you would think that would be a given.
However, the critical flaw of highly rational actors is that their actions always incur a reality tax, and, more likely than not, they're nowhere to be found when the bill comes.