>If businesses have opportunity to cut their operational variable costs >25%, than one can be fairly certain these facilities won't be located on US soil.
Is there opportunity? Lower risks and energy prices may well outweigh the cost of tariffs. It is not like any other horse in the race has perfectly healthy legs.
Depends on the posture, as higher profit businesses may invest more into maintaining market dominance. However, the assumption technology is a zero-sum economic game was dangerously foolish, and attempting to cheat the global free market is ultimately futile.
Is there opportunity? Lower risks and energy prices may well outweigh the cost of tariffs. It is not like any other horse in the race has perfectly healthy legs.