Up to the locals in the US. Depends what their pain threshold is for falling behind and looking a bit behind the times. I think FOMO is going to be a big driver in a few years. This is not a left vs right topic. It's a money topic. And my impression of the US is that they love getting stuff on the cheap. Solar energy should be such a thing and it's getting painfully obvious that the US is paying a steep price where the rest of the world isn't. If I'm reading the situation correct, that is already annoying the hell out of a lot of traditionally republican leading states and not because they are tree-huggers.

The right question to ask is whether places like Mexico are going to politely wait for the US to get its act together or whether they'll just go ahead and start electrifying their country and industry and reducing their cost levels. The current isolationist policy works both ways. Very sunny place, Mexico. Great place for solar and batteries. And once you have those, Chines EVs produced locally might work very well. And they can export those further south.