So if something goes wrong between the US and China, the US has 10 years to develop it's own supply. It's not like existing panels and batteries are going to suddenly stop working.
Fair point. But, simultaneously:
* I’m skeptical of the U.S. being able to develop domestic supply chains for this under current conditions
* “Kinetic action” does imply large swaths of U.S. infrastructure will in fact “suddenly stop working” and need to be rebuilt to maintain capacity
Fair point. But, simultaneously:
* I’m skeptical of the U.S. being able to develop domestic supply chains for this under current conditions
* “Kinetic action” does imply large swaths of U.S. infrastructure will in fact “suddenly stop working” and need to be rebuilt to maintain capacity