you hit the nail on the head there.
Long term to be competitive with lower cost environments like China you need some things that will set you apart. In NVX case they will have an established client base, top shelf efficient tech, (Burns said 50-60% less kWh per kg produced than Chinese product.) and environmentally friendly technology. (NVX tech is as green as the power provided, which will get greener as time passes in the USA)
Some time in the future 5-10 years away the tariff will reduce or disappear that’s when the barrier to entry will be too large for new players.
Media Watch - NVX related, page-14107
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