A Mod said, in direct contradiction to the terms of the announcement, that they would not enforce this metric for shipments from disaster areas (with Amazon deciding what a disaster is). Of course, that promise is worth nothing when they shut your account, nor does it account for shipments into or through a disaster area (or routing around one, adding to transit time).
Here’s the quote from Jim_Amazon: “If there is a major disruption event that impacts all sellers shipping to a specific region, we will not count deliveries that are late as a result in your OTDR. Whether a disruption is considered to be major is a discretionary decision made by Amazon.”
Amazon rarely backs down, but this OTDR change seems so destined to fail that either (a) it will be modified to some degree, as it already has or (b) it will push FBM off the platform, which I suspect was the whole purpose.