To my mind the USA are losing (even more of) their status as a trusted partner. Why buy from a US company when they could suffer at any moment from a Trump-tantrum (Trumptrum ?) and not be able to provide what you need?
The F-35 program is suffering from this (https://theaviationist.com/2025/03/15/canada-reconsidering-f-35/) and no doubt other areas are also being hurt by this egotistical maniac.
And all this in 4 months, there are over 3.5 years of this to go!