The devil is in the details. This is not in a tariff. We talked about whether auto parts had a tariff coming in and out. Cars get made in a place. There are concentric circles. You source from those concentric circles because you need hundreds of thousands of parts at a specific time. The idea that the auto parts coming into Canada didn't have a tariff was irrelevant in this discussion.
What's relevant in your question and in this discussion is regional value content. Maybe 62.5% is a barrier to entry for new investment, but certainly 35% is no barrier at all. Why would I build something if I could sell it here for the same price?