Agreed. I wasn't meaning to imply anything one way or the other about the current US tariff regime. > The inputs must be made cheaper and not tariffed. Not ne

Agreed. I wasn't meaning to imply anything one way or the other about the current US tariff regime. > The inputs must be made cheaper and not tariffed. Not necessarily. It's presumably not as efficient, but you'd still expect the entire chain to head in the desired direction eventually.