Maybe we'll go down the clone route if the cost of npm issues becomes too high relative to the hassle and expense of maintaining our own.
If you are updating components along with business rule updates, then, yes, it’s going to complicate code review, regardless of vendoring.
I wrote a post a while back about using Yarn's offline mirror: http://blog.isquaredsoftware.com/2017/07/practical-redux-par...
The status quo in which anything that goes wrong breaks the entire universe because no one vendors is also not ideal.
However, consider the long list of disasters that have occurred with NPM recently, and how many of them would have been less disastrous had vendoring been the exception rather than the rule. Left-pad wouldn't even have been an issue, for example - builds simply would have been unable to update, but nothing live would have been affected.
To misquote Ben Franklin here, the tradeoff isn't between a greater ideal and a lesser ideal, but between security and convenience.