https://www.wired.com/story/china-conquers-mexican-automotive-market-and-the-us-is-worried/
State department hand wringing that China is going to use the US trade agreements as they were designed is 
I fully expect them to redo these with "except china" clauses.
It's more of a "it's cost-prohibitive to ship something we can't price gouge the shit out of and there's a lack of infrastructure to support it" deal.