Demand is high but the current issues with supply is also due to other manufacturers not ramping up or devoting enough capital towards big, bold ramp-ups in manufacturing and infrastructure to quickly ramp production up and target much larger production numbers. Credits like this will absolutely help push manufacturers to do all of the above. A lot of people seem to treat this as a 1-sided issue when there are 2 sides to supply and demand and with boosting demand, it also enables manufacturers to justify much larger infrastructure spends to ramp up manufacturing. That is the whole point of this policy.