People who think that we just woke up to find that politics was messy and full of incompetence baffle me. It's possible to believe that Trump is a disaster and still keep a measure of objectivity.
That said, I've heard gas costs have also increased recently, so I'd likely be seeing higher costs if we hadn't converted.
And yeah I think your read on how they'll manage the fallout of this is correct.
As for Trump himself, I think he truly believes the rest of the world is taking advantage of the US and tariffs are a way of setting things right. My guess is that in his view, the country (or at the least the rich people he cares about) will benefit from all this.
Does the author not know other nations have been engaged in charging tariffs for a very long time?