{Disclaimer: the following is opinion with no clairvoyance implied or expressed]
The wild card in this whole CFI supply puzzle is the extensive training infrastructure in the USA at the university level; It’s
BIG. Of course, there are shortcomings in any system with cost being a big issue. I have no idea how to solve that. I just know the training capacity exists and likely with room for some expansion.
[ see
Detailed list of AABI Accredited Programs and interactive map ]
It appears alliances/programs/collaborations are being formed from the legacy/LCC to regional to university to flight school with the goal of getting fresh blood into the pipelines with a stint as a CFI as an integral, required part.
That should keep CFIs coming along until some other reliable way is found to get large numbers of fresh CPLs to ~1500 hours.
And yes, some flight schools will still be in a tight spot. That’s where the expats come in. Can’t find enough locals ? Bring in the expats and make it worth their trouble.