Assume the role of a Chief Risk Officer for a multinational electronics manufacturer. You have just received intelligence that trade routes through the South China Sea are likely to be blocked for six months due to a sudden escalation in geopolitical tensions. Draft a comprehensive strategic contingency plan. This plan must include: 1) Immediate short-term operational pivots (air freight vs. sea freight), 2) Financial impact analysis and hedging strategies for currency fluctuation, 3) Communication strategies for stakeholders and customers regarding delays, and 4) Long-term structural changes to the supply chain to de-risk future dependencies. Avoid generic advice; focus on specific, high-leverage actions.