It's at least supported by my own personal experience, which inclines me to believe the narrative. My wife & I were considering installing solar on our residence. The payoff was marginal, but it was there. We were going to save for a year, and begin after prices had fallen a little further.

Then, the tariff came up, and the cost/reward equation went up in smoke.

Anecdata of course, but part of why I'm inclined to believe. Solar appears to be right at a tipping point where it makes solid financial sense even if you don't care about saving the environment- but it's marginal, enough that a tariff could easily wipe out the benefit. (Which, the cynical side of me says, is exactly what the administration was aiming for)