Do you have examples of freight becoming unstable due to military actions and not supply constraints? The de globalization thesis makes sense but I don’t see examples of regional powers flexing their muscles causing supply chain problems, at least not publicly.

I suppose Russia is an obvious example in the EU but are their other examples?

The answer to 'what goods can we not live without if delivery isn't stable and regular' is that you go back to the traditional approach which was used for centuries when delivery wasn't stable and regular: simply keep large inventories of the goods. [In recent decades business switched to Just In Time, but this has been shown not to work with irregular delivery--so business is going back to the traditional methods.]