>Offering companies grants and favors to encourage building real, sustainable, on-shore businesses has a much higher likelihood of success.

So I'm arguing we should over-produce infrastructure and you're arguing we should over-produce capacity? OK but you have to continue offering the favors else the on-shore companies are just going to fold up when times get tough.

In a catastrophic event though I argue the over-provisioned group is better off than the group that can ramp up their production to post-catastrophe needs, the over-provisioned group has backup supplies and can produce at their normal rate, the over-capable group still needs time to spin up their production.