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.

> (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

It's (c) invest in plug-in hybrids that work everywhere. US customers demand something that can do a road trip without stopping to charge? No problem, and on top of that it will get 40+ MPG. European customers paying high gas prices? No problem, it has a 150 km all-electric range so if you keep it charged you never have to put gas in it.

hybrids are option (b), a dead end parochial technology. Pure evs will strand that technology very quickly. BYD already has 1000v / 5min charge.