Let me go back in time. I think a lot of water is under the bridge since the original free trade agreement was signed, but I would say to you that high content rules of origin in the original Canada-U.S. agreement actually worked against Canada in attracting new automotive investment.
The higher your starting rules of origin are, the less flexibility a new plant will have and if you don't have a group of dedicated suppliers in place to provide things like powertrain, then you're not going to be able to meet the requirements.
If you are a new investor, under those circumstances, you'd likely go first to the U.S. and not to Canada.