> But I bet we'd have a lot more installed all over the US if it weren't for this.
Agreed. Solar PV module tariffs are suspended for 24 months FYI, so there is some near term policy clarity for utility scale developers. The ITC tax credit is also phasing down over the next 2 years, so the incentive is there to build build build.
https://www.utilitydive.com/news/biden-to-pause-solar-tariff...
https://www.whitehouse.gov/briefing-room/statements-releases...