Its not looking good for Merkle and BMW

https://theconservativetreehouse.com/2019/02/18/wilbur-ross-completes-section-232-report-auto-industry-executives-going-bananas/#more-160170

The source-origination rate (75%) is even higher than all previously forecast USMCA negotiation predictions.

Example of downstream consequences/benefits: German auto-maker BMW recently built a $2 billion assembly plant in Mexico (almost complete). Most of their core parts were coming from the EU (steel/aluminum casting components) and/or Asia (electronics). Now the assembly plant will have to source 75% of the auto-parts from the U.S. and Mexico, with 45% of those parts from facilities paying $16/hr.