Some of my US friends are saying that despite being fully domestic business, they are not really helped by the policy. The flip flopping of rates is making things extremely difficult for them to plan, source for raw materials, and predict the cost of goods.
So even if their products are supposed to be more cost competitive, in reality, that is not the case, as they have to factor in the increased work required in developing new supply sources, and buffering in unpredictability.
