I think that Unifor has done some study. What we've been saying from day one is that until we've boiled these terms, it's very difficult to say a specific number, but I'll partition it this way.
About 40,000 of the auto parts manufacturers' employment is in small to medium-sized companies. Those companies are single footprint firms, or they are tool and mould makers, or they may be double footprint, usually Canadian-based firms. Those firms are going to see new competition on the lines that they supply from outside North America and outside TPP countries. They have new competition.
The other 40,000-plus are employed in companies like Magna, Linamar, and Martinrea. These are companies that have large global footprints and mobile capital. I think we've all heard from some of their CEOs saying that they'll be fine.
I think the focus is on those small and medium-sized companies.
If you're supplying a line right now under our current NAFTA rules, and the OEM is looking at a NAFTA sheet—and, of course, it doesn't work that way, where you're sitting with a sheet with a checklist—you do have to be compliant. You look at that compliance, and it says now you're going to have to be somewhere in the 60% compliance range. It opens up other options. This is just common sense. It's good business practice to look at other options.
We can look at other options not just from Japan, which is a wonderful manufacturing partner. Frankly, the Japanese investment in Canada, specifically in Ontario, is the difference between Ontario's success and Michigan's success. We're very respectful of that, and we represent them. If you're purchasing in those companies, you now get to look at other TPP countries, and you get to look ostensibly at China and other lower cost countries which, by the way, make great stuff.