Phoenix Water - PXW - Lithium - 100x, page-1969

He might make some changes but the IRR is in a way aligned with Trumps previous protectionism policies to bring back jobs to the US
He might choose to slow EV uptake to protect legacy car makers but slowing the transformation to EVs is slowing the inevitable change and falling further behind China. That can only hurt in the long run. It's a while to any second term and even if he gets in and gets voted back in for that second term, it's too early to know what he'll do by then if the IRR is creatingmore and more jobs. From your first link, "Companies have invested more than $124 billion in U.S. clean energy projects since the passage of the IRA.", and;
"changes could be detrimental to the growth of the clean energy manufacturing sector.“30D is the stick to put our supply chains into the U.S.,” Dorsey said. “45X is a huge carrot to drive these decisions. It is a total game changer.”Despite the concerns, Davidson noted that the success of the IRA in driving investment across the country could help protect it.“45X is more insulated,” Davidson said. “Legislators will start to feel the impact of the investments in their communities, [which is] more rationale and realization that these incentives are worth keeping.”