I'll touch on the risk involved. As Mr. Neumann pointed out, the auto sector is growing in Mexico, but the country doesn't produce any aluminum, so the question is this: Where will Mexico get the aluminum it needs? It should get it from us, here in Canada, since we are by far North America's top aluminum producer. What we are seeing more and more, however, is that Mexico is turning to China, Russia and other countries for its aluminum supply. As you said, aluminum and steel don't enjoy the same protections in the auto sector. The Canadian market will likely continue to shrink. It's not adequately protected. That's our fear.
On February 18th, 2020. See this statement in context.