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The video discusses the ongoing consolidation in the US industry, noting that it is not a new trend. It highlights the surprising strength of the European market in early 2023 and the uncertainty surrounding Brexit. In the US, despite fears, NAFTA remains unchanged, though future modifications are possible. The video explores potential trade agreement scenarios between the US, Mexico, and Canada, emphasizing the lack of clarity and the variety of opinions within the US administration.

What are the implications of CAFE standards in the US on the industry?

How has Brexit affected the market according to the speaker?

What is the current status of NAFTA as mentioned in the text?

What are the different options being considered regarding trade agreements?

What factors contribute to the uncertainty surrounding future trade agreements?