O'Neil argues the U.S. auto industry's strength is its North American integration; cutting off trade would make cars more expensive and less competitive. Mexico and Canada are the top export markets for U.S. companies. China transshipment via Mexico is a key concern, and all parties are open to a North American fortress vis-a-vis China.

Krugman argues NAFTA/USMCA is not the cause of U.S. auto job losses; turning away from trade would not add jobs. He now supports conditional tariffs on Chinese cars for national security and market stability, but opposes broad tariffs on Canada/Mexico. Predictability in trade policy is paramount.

Jarrell describes Linamar's deeply integrated North American supply chain, with parts crossing borders multiple times. He emphasizes that you 'can't unbake the omelet' and that certainty in trade policy is the most critical factor for business investment.