I guess the short answer is we heard—and I know from my own experience in business that while we all obsess over international trade, and tariffs, and related agreements—that when you actually look at how supply chain costs accumulate in the total supply chain of companies, transportation and logistics is a lot bigger factor in terms of competitiveness than tariffs and related trade barriers.
Trade barriers are still important, but as you point out, the biggest risk is probably administrative and other kinds of delays, or discrimination, at the border that aren't really a tariff. It's some other form of impediment to a smoothly functioning liquid border, and so clearly North American integration of the transportation system is vitally important, because if you really look at where the potential to be competitive against Asia and some of the emerging power blocks in the world today is, North America really has to integrate integrate itself and not break itself into a fragmented three-country arrangement when it comes to trade, job, and value creation.