Fail to deliver, and they get bankrupted...

Do deliver and they don't get paid because the buyer purchased with money that doesn't exist.

Lose-lose situation!

But they don't get bankrupted, because it's an ordinary year for them, only with different customers.

Fail to deliver, and they get bankrupted because a court would not simply unwind the deal - a court would demand compensation of the market price of the goods not delivered on delivery day - which will probably be very high.

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