Random thoughts…

Odd to talk about timing without referencing the election year.

Protecting the solar industry with tariffs in 2012 was probably too late. The US and Europe panel industries were decimated and effectively ceded the market to China.

China bankrupted the only US supplier of rare earth metals in the early 2010s (Molycorp).

There is reporting from April that Chinese EV are piling up in European ports and not being moved to dealers.