That can delay things, but ultimately it will be the US against the rest of the world and no amount of subsidies will be able to offset that. We’re already seeing the early stages of that with China having invested heavily in solar. Cheap Chinese made solar panels are starting to drive the cost of solar installs down and China is still ramping up. Between the public backlash against fossil fuels on one side, and increasing economic pressure on the other eventually they’ll cave and phase the subsidies out.