When the U.S. took the action it took three weeks ago to impose significant new tariffs against imports from China in key areas like electric vehicles, batteries and critical minerals, that really made life difficult for Canada and Mexico. If the U.S. has those actions in place, neither Canada nor Mexico particularly wants to become a back door for China to get through, because the U.S. will then look at restrictions against Canada or against Mexico.
There's a lot of pressure, on Canada in particular, to try to replicate those kinds of restrictions against imports from China. However, I think all of this could be done so much more effectively if the U.S., Canada and Mexico sat down and said, “What are we going to try to do to protect the North American market from imports and investments from China that are not on a fair trading basis and need to be restricted?”