I'm not sure how deep the desire of corporations and businesses really is for buying and manufacturing goods in America, but imo, the public conversations and sentiment are there and at it's highest level in a long, long time.
That said, will the next recession (likely very soon, if not already started) curtail businesses from making the commitment needed to shift manufacturing and buying habits? It will take a tremendous amount of $$ to make this switch. Will the long term vision of not being dependent on our enemies outweigh the potential difference in profit dollars? Will the pain of the current supply chain crisis subside enough that CEO's, CFO's, etc say..."ya, it would be great to build here but it's too expensive and things will never be as bad as 2020 - 2022? Or will enough of them say, "sure we might lose a couple points of profitability but there will be a much higher level of predictability to those profits that it is worth it?
That said, will the next recession (likely very soon, if not already started) curtail businesses from making the commitment needed to shift manufacturing and buying habits? It will take a tremendous amount of $$ to make this switch. Will the long term vision of not being dependent on our enemies outweigh the potential difference in profit dollars? Will the pain of the current supply chain crisis subside enough that CEO's, CFO's, etc say..."ya, it would be great to build here but it's too expensive and things will never be as bad as 2020 - 2022? Or will enough of them say, "sure we might lose a couple points of profitability but there will be a much higher level of predictability to those profits that it is worth it?