That's one good reason we analyzed it the way we did.
The other reason is that, as I mentioned, the auto sector is highly integrated in North America. It's quite possible that battery plants located in the U.S., as opposed to those located in Canada, would also lead to important economic spinoffs and the creation of an ecosystem for the other nodes. However, there is no way of knowing that for sure, because there is no alternative world in which we could see what happens in that other scenario.
However, using our best professional judgment we can assume that the auto sector, being integrated now, will continue to be integrated between Canada, the U.S. and Mexico in the future.