Donald Trump’s plans for the North American Free Trade Agreement have cycled through a dizzying number of revisions. When Trump ran for president, he regularly railed against NAFTA, calling it the “worst deal” ever and vowing to scrap it immediately—a sentiment he carried into his first couple months in office. Then, in early April, as the “globalist” faction in the White House gained power, reports circulated that the president would just renegotiate the deal with Mexico and Canada instead. Then, suddenly, the populists appeared to gain ground, with numerous news outlets reporting that the White House was prepping an executive order to pull out of the deal. Then, a mere 12 hours later, Trump announced that Canadian prime minister Justin Trudeau and Mexican president Enrique Peña Nieto had called and politely asked him to renegotiate . . . and he agreed.

The turning point seemed to be when Agriculture Secretary Sonny Perdue brought a map into the Oval Office and pointed out the “Trump country” communities that would be hurt by a withdrawal from the trade deal. “They like Trump, but I like them, and I’m going to help them,” Trump told The Washington Post at the time.

Of course, those talks are still underway. And because the president seems to change his mind every hour, it is plausible, once again, that Trump may yet blow up the trade agreement. Over the past week, several reports have suggested that Trump has been pushing demands that are complete non-starters for Mexico and Canada, potentially jeopardizing the deal. In fact, the president’s wish-list is so extreme that even his representatives are reluctant to present it in negotiations.

According to the Canadian Broadcasting Corporation, certain members of the U.S. delegation “are uncomfortable with the demands they are presenting, which appear to have been dictated to them by the Trump administration.” The demands include a problematic five-year “sunset clause,” which would automatically end the agreement unless all parties decide to keep renewing it, as well as a proposal to increase the percentage of U.S.-made parts that cars imported from Mexico and Canada must consist of. ”They don't like what they are doing,” one source said.

The result could be a world in which NAFTA falls apart. As New York’s Eric Levitz notes, even if Canada and Mexico would rather bow to Trump's bullying than scrap the agreement altogether, they probably won't. ”It would likely be politically untenable for them to do so,” Levitz writes, given that Trump “has repeatedly, publicly, framed his vision for trade in zero sum terms—which is to say, he has suggested that America’s gain in NAFTA negotiations will be Mexico and Canada’s loss.” Both countries have their own nationalist politics, which Trump’s attacks have been fueling. While Mexico’s presidential election is still 8 months away, the latest polls show leftist leader Lopez Obrador on track to replace Peña Nieto’s centrist administration. Reneging on NAFTA, or building a border wall, will almost certainly usher in the most antagonistic U.S.-Mexico relationship in a generation.

This article has been updated.