@michael-kornuta I wouldn't say optimism right now haha. More like waiting out the uncertainty. Honestly, Trump needs to make up his damn mind. Are we having tariffs or not? There needs to be a clear direction put in place.
Main reason is to serve the NA markets with local assembly and sales/technical support. They have existing business here, so instead of shipping over finished goods with long lead times, they can assemble domestically.
Tariffs have companies interested for sure. EU companies don't have much of a concern. Chinese companies are more concerned.
US companies want to strengthen supply chain resilience to get CMs out of China. IP protection is another reason for that. Another is the US does not allow Chinese BMS in utility BESS for grid security.