These points are showing chinks in the armor of the tariff considerations. It has been published here and elsewhere, China serves the Worlds manufacturers with about 60%-80% of the supply chains for raw or refined materials. Even in the U.S. manufacturing of any company doesn’t have their own in country or trade partners developed supply chains then they will still rely heavily on China for their manufacturing supply chains once again increasing prices of goods manufactured in the U.S. and creating a severe hit to items from U.S. manufacturers. This is the ancient symbol of the serpent that is swallowing it’s own tail Ouroboros. It will be a real “hat trick” if manufacturers in the U.S. will develop non-Chinese supply chains within two years to protect their cost per unit manufactured. I’m seeing these tariffs as more uncertainty, curtailment of current alternative energy projects in queues across the U.S. and another round of job losses and inflation. The “low hanging” fruit is move the manufacturing to a trading partner country like Canada or Mexico, that’s happening right now. One can see a hit to companies with manufacturing in the U.S. now taking a hit like Longi and Trina, who will be this country’s savior, First Solar, Heliene, Myer Burger? How about in country battery manufacturers, ABF (American Battery Factory), LGES, Gotion JV, CATL JV, BYD JV? Two years to build a supply chain for GWh of solar PV panels and battery cells/packs, riiigggghhhht.