That's fair: as a 3rd party it seems like there's miscommunication leading to impasse, help me understand:

> skeptical of the U.S. being able to develop domestic supply chains for this under current conditions

Right, but, the presupposition there is war, and we have to build it ourselves, presupposes differing conditions. Then there are ameliorations that bridge to your desired conditions mentioned by your interlocutors (stuff still works, 10 year head start)

> “Kinetic action” does imply large swaths of U.S. infrastructure will in fact “suddenly stop working” and need to be rebuilt to maintain capacity

This relies on a maximal reading of the already-maximal "[They have open] plans to take kinetic action against the US [in next 4 years].". I assume they is China, and you are referring to a Taiwan scenario. I haven't seen anyone claim China is going to attack the US in the next 4 years. It is extremely unlikely China ends up knocking out tons of stateside power infrastructure over Taiwan.