America underestimates the difficulty of bringing manufacturing back

The US needs to bring back manufacturing for strategic reasons and in strategic areas.

And it needs to have the capability to scale up manufacturing in response to emergencies.

But also, importantly, the US doesn't need to do this by onshoring all manufacturing. Near shoring and friend shoring will have to be extremely important components of adding these capabilities, and unfortunately, teh actions the US is taking will likely hurt nearshoring and friendshoring and will end up making the US less strategically capable in manufacturing even if it's able to reshore a significant amount of manufacturing.

The policy should be collaboration with China. 50/50 state subsidized joint ventures with Chinese corporations on EVs, raw materials refining, solar panels and batteries, etc. At the same time, a gradual and predictable tariff in those targeted areas. All of this, with the explicit consent and collaboration with the Chinese government. You could kill 2 birds with one stone and focus these policies on green energy and energy independence -- lessening the effects of climate change.

That is what you would do, if you really cared about bringing manufacturing back.

As of today, there is absolutely no off-ramp. The Dem policy is basically trump lite with respect to China. We are moving in lockstep towards making them a geopolitical adversary, and for what?