Falling panel prices lead to global solar boom, except for the US

By not aligning economically to other country's markets, US companies are in a real pickle.

Imagine you're a US car manufacturer. You see EVs growing around the world, and stagnating in the US. Do you:

(a) Double-down on investments in EVs (billions of USD!), even with a soft US market for EVs, hoping you might compete globally.

(b) Become a parochial, US-only, business hoping to squeeze what you can out of a gradually shrinking industry

When other countries subsidize consumers to buy EVs, and the US does not, it effectively creates a self-own trade barrier for domestic companies.

Do US car companies compete globally anywhere? Chinese people aren't buying GM cars. The US car industry hasn't been competitive globally since Toyota started making cars.