To be at least be partially replaced by Chinese manufacturers, and potentially European. Honestly American cars are such shit anyway it's better we move away from them.
So far the concerns I've seen are that the Chinese will spy on you, as if that isn't already the case with our "ally".
And given how incredibly simple minded these CEO types are (and we know they are, given their reaction to "AI" and how "incredible" it is), I fully expect it's just him kissing the ring, more than it's that there are a lack of orders from Canada.