Certainly a big issue the last time around for Canadian companies that were already suppliers, for instance, to municipal waterworks was that the latter municipalities would find their supply chains or supplier relationships with those companies disrupted. For the projects funded under the recovery act, they would not be able to rely on their traditional Canadian supply chain.
I think you raised a very good point in asking about the possible effect these types of provisions will have, if they repeat, on decisions by public entities to source from foreign suppliers, even if there are no explicit restrictions. It's an extraordinary inconvenience if you're a water utility to have to shift the different types of equipment midway through your process, or to purchase equipment that's made in the U.S. but not compatible with your existing equipment.
But in terms of getting any kind of specific read on that, it's very difficult to do.