If you’re a manufacturer how quickly can you even stand up a factory in the US and train that factory of workers to produce your item? 3-4 years? What’s the chances republicans still control congress by that time? The presidents continued ability to enforce this relies on controlling both chambers because the tarrifs are being put up under an emergency declaration that congress has the power to override. If you don’t think that’ll continue to be the case in 2 years time it seems very difficult to justify the investment, and if markets continue to crater I would think it would further reinforce this