Thanks to the chicken tax we already know how this will develop: The US floodlight company will sell those US-made lights these lights for ~400k (so at the margin of market price plus tariffs), and no one outside the US will want to buy them. This is literally what already happened with the US car industry.
There are many companies all over the world focused on local markets. The car industry is strategic, but I wouldn't mind buying a floodlight from a company that doesn't export anything.
