A big problem no-one seems to talk about is 'consistency'. This is undervalued variable to capital intensive business. All these supply and other issues are re

A big problem no-one seems to talk about is 'consistency'. This is undervalued variable to capital intensive business. All these supply and other issues are readily solvable with time/money but why would you when you don't know if these tariffs will double tomorrow, go away or stay as is for the next 6 years. Who will invest huge capital when a political whim seems likely to change the landscape at any point.