I believe the political pressure coming from around the world is forcing the USA to re-evaluate their trading agreements.
Consequently, Either Canada or Mexico will greatly benefit from increase price of petroleum and plastics. We know the level of security in Canada is miniscule compared to that of the Mexican border, however Mexicans are notorious for their excellent quantum "tunneling" capabilities.
I recommend shorting USD up to at-least a comfortable level of support.
I will not participate on this trade, however I would just like to pitch the idea for those curious.