IMO the supply chain is pausing to rethink the US election results. However, it maybe over-thinking it.
There's just no other option. Take 'stockpiling' for instance. To protect ex-China industries, it must take place in sovereign-trusted, resilient countries – period! This is the positive plot twist that maybe the US incumbent couldn’t have created so readily. This is a game-charger for Renascor because it solves problems by offering certainty over uncertainty. For instance, take Trumps threat of tariffs. It's more likely to strengthen the IRA's argument to pull away from China even stronger. Here's why:
Trump sold the American people on tariffs, which is his sinister secret. The majority of individuals, however, are not aware of the several kinds of tariffs. Therefore, without getting to the core of the problem, it is easy to say that we will apply taxes on goods coming from China. The issue is that China doesn't pay for that extra expense. The US (multinational) corporations that import the goods will be responsible for paying the US taxes, which will increase their costs and be passed on to US consumers. So, it is a STUPID tax as a result!
On the other hand, clamping down on 'anti-dumping' is a good tariff tax which is more likely what Trump will do. Good because it means that all companies/nations need to buy and invest into sustainable 'price' practices. This opens up the competition to a level playing field for which Tier 1 projects like RNU can compete better than anyone being in the lowest cost quartile.
AIMO, DYOR GLTA(patient)H
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