> If China stops selling you solar panels tomorrow, you still have all the solar panels they sold you until now.

Which is great, unless demand for electricity goes up loads. (Edit: Which I expect to occur if for example AI is transformative enough to warrant fears of people without it becoming an economic backwater).

> And why do you see reshoring as the only alternative? Seems like a false dilemma. There's more than two places on the globe.

"Here" and "not here" is a complete set. I could also phrase it as "autarky or trade".