Key Covered Topics
US-Canada Trade Conflict & Tariffs
Donald Trump’s insistence on high import tariffs targeting major trading partners.
Canada’s firm retaliation with duties on American goods.
Broader ripple effects on the already tense U.S.-Canada economic ties.
Canada’s Counterstrategy: Oil & Gas Export Duties
Canada’s potential to impose taxes on oil and gas exports to the US.
Impact on refineries in the US Midwest and potential shortages.
How Canada’s restrictive steps might corner the Trump administration.
Energy Corridor, Projects & Diversification
Revival of key Canadian pipeline proposals (Energy East, Northern Gateway).
West Coast LNG expansions and Trans Mountain Pipeline modernization.
Shift of Canada’s energy to other global markets (Europe, Asia) as an alternative to the US.
Automotive Sector Tensions & Further Tariffs
Trump’s new 25% tariff on imported vehicles; the backlash from Canada & Europe.
The delicate ecosystem of North American auto manufacturing.
How Washington’s moves could raise vehicle prices and disrupt supply chains.
Electricity & LNG Exports
Canada’s role in US natural gas imports (98% share) and electricity interdependence.
Possible consequences of Canada scaling back deliveries or imposing export duties.
Tesla as a Case Study
Tesla’s share slump amid Canada’s ban on EV rebates for the company.
Elon Musk’s alliance with Trump & global backlash.
Growing Chinese EV competition and Tesla’s vulnerability on the global stage.
Future Outlook & Global Implications
The risk of an overt energy war: short-term disruptions vs. long-term strategic realignment.
Broader shifts in alliances and the potential for new export markets.
