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Hilarious.
So you can be a self-proclaimed asshole, but no one else can?
it’s not too late to go into stand-up comedy.
CAN-USA Tariff Strife (split from various pol threads)
- Thread starter Remius
- Start date
So you can be a self-proclaimed asshole, but no one else can?
it’s not too late to go into stand-up comedy.
ArmyRick
Army.ca Fixture
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EVERYONE can be an asshole, in fact, I will give them free tips on how best to do it. Its still a free (ish) nation.Hilarious.
So you can be a self-proclaimed asshole, but no one else can?
The problem is, most people on here, when you go and look at their post history (as I do on slow midnight shifts), you see many people over the years get upset about lack of results over time.
I am saying is if ALL we do is rant and chant, then enjoy hunting rats for supper in 2 years.
Seriously? Hoidas Lake in Saskatchewan, and Nechelacho in NWT off the top of my head. Canada had projects well on the way until China manipulated spot prices and killed the economics.
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Rare-Earth Reserves by Country 2026
Details on which countries have the largest reserves of rare-earth elements (sometimes called rare-earth metals or rare-earth oxides), which are a vital must-have ingredient in many modern technologies and electronic devices.
Do we though?
China: 44M
Brazil: 21M
India: 6.9M
Australia: 5.7M
Russia: 3.8M
Vietnam: 3.5M
United States: 1.9M
Greenland: 1.5M
Tanzania: 890K
South Africa: 860K
Canada: 830K
Thailand: 4.5KTell me you’ve never read an NI 43-101 without telling me you’ve never read an NI 43-101.Rare-Earth Reserves by Country 2026
Details on which countries have the largest reserves of rare-earth elements (sometimes called rare-earth metals or rare-earth oxides), which are a vital must-have ingredient in many modern technologies and electronic devices.worldpopulationreview.com
Do we though?
It’s not about total tonnage, it’s about ore grades and metallurgy.
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That’s a lot of text for “I can’t show what parts of CUSMA force Canada to match US tariff rates, as mentioned as one of the demands foot the U.S. in this round.”Yeah not sure. But as I understand it that is intended to protect the North American market from a place like China dumping material into Canada as a back door to the US tariff free.
Here is an AI take on what is publicaly available:
A neutral, data-driven assessment of the publicly available trade data reveals a classic "asymmetric interdependence" dilemma, where both nations face economic self-harm, but Canada carries a disproportionately higher share of the risk.
Neutral Assessment of the Trade Dispute
The current impasse is a collision between U.S. economic nationalism and Canadian economic sovereignty. Removing the political rhetoric reveals the following structural realities:
1. The Asymmetry of Trade Exposure
- Canada's Vulnerability: Approximately 75% to 80% of Canada's total exports go directly to the United States. Trade with the U.S. accounts for roughly 25% to 30% of Canada's entire Gross Domestic Product (GDP).
- The U.S. Insulation: In contrast, Canada buys roughly 15% to 18% of U.S. exports, which represents less than 2% of total U.S. GDP.
- The Reality: While a trade war disrupts specific U.S. border states and supply chains, it threatens Canada with a systemic macroeconomic shock, currency depreciation, and a potential technical recession.
2. Evaluating the Core Disagreements
- The U.S. Stance on Autos and Agriculture: The U.S. demands to lower Canadian dairy supply management barriers and increase U.S. auto parts content are standard protectionist maneuvers designed to repatriate manufacturing jobs. The U.S. argument that Canada benefits from lopsided access under previous frameworks holds weight in Washington because the U.S. runs a goods trade deficit with Canada.
- The Canadian Stance on Sovereignty: Canada’s rejection of the "veto clauses" (regarding third-party trade deals and domestic infrastructure investments) is legally and politically sound under international law. No sovereign nation can easily accept terms that outsource its foreign policy or investment screening to a foreign capital.
3. The Mutual Harm of Retaliation
- Supply Chain Fracturing: The automotive, aerospace, and steel sectors operate on "just-in-time" cross-border supply chains. Components cross the Canada-U.S. border multiple times before a final product is assembled.
- The Consequence: Canada's dollar-for-dollar retaliatory tariffs protect national pride but act as a tax on domestic manufacturers who rely on American inputs, ultimately driving up inflation for Canadian consumers.
Optimal Economic Course of Action for Canada
From a strictly non-partisan, economic perspective, Canada cannot afford a prolonged, hot trade war with its largest trading partner. The optimal strategy relies on structured de-escalation, targeted concessions, and long-term diversification.
Phase 1: Immediate Triage and Tactical De-escalation
- De-couple Sovereignty from Economics: Canada should hold a hard, unyielding line on structural sovereignty issues (e.g., U.S. vetoes over third-party trade deals or infrastructure). However, it should signal an immediate willingness to return to the table on purely commercial variables (e.g., tariff percentages, quota metrics).
- Offer "Win-Win" Concessions on Energy and Minerals: The U.S. administration is highly focused on national security and decoupling from China. Canada should leverage its vast reserves of critical minerals and energy assets. Offering the U.S. secure, preferred access to Canadian clean energy and battery supply chains can be traded to protect the Ontario/Quebec automotive sector.
- Reform, Don't Destroy, Supply Management: Canada's dairy supply management system is a constant friction point. Offering measured, incremental increases in U.S. market access—similar to concessions made in previous negotiations—can satisfy U.S. agricultural lobbies without completely dismantling the domestic sector.
Phase 2: Domestic Mitigation
- Targeted Industrial Subsidies: Rather than broad retaliatory tariffs that stoke inflation, the federal government should deploy direct financial relief and tax credits to protect vulnerable, highly exposed domestic sectors (like steel, aluminum, and forestry) to help them weather U.S. tariff pressures.
- Aero-Auto Corridor Alignment: Work directly with sub-national allies. Canadian policymakers and business leaders should bypass Washington to lobby U.S. Governors and border-state Senators (e.g., Michigan, Ohio, New York) whose local economies are deeply intertwined with Canadian trade, forcing domestic U.S. political pressure back onto the White House.
Phase 3: Long-Term Structural Hedging
- Execute True Market Diversification: Decades of "Third Option" trade rhetoric have failed to reduce Canada's reliance on the U.S. Canada must aggressively operationalize existing agreements like the CPTPP (Asia-Pacific) and CETA (Europe).
- Enhance Domestic Productivity: Canada's long-term economic vulnerability stems from a persistent productivity gap compared to the U.S. Capital tax reforms, increased R&D incentives, and reduced inter-provincial trade barriers are required to make Canadian businesses resilient enough to withstand future external shocks.
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I'm open to be educated on something I don't know about.
What do I need to know about NI 43-101?
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Hard to prove what doesn't exist.
It’s the standardized instrument for technical reporting on the assessment of a mineral deposit for securities purposes. It helps ensure objective and standardized reporting on things like ore grades, mineralology, drill depths, etc.
In the context of Rare Earths development, Canada has some wells colored and drilled deposits that have been assessed in detail and are high grade. Further, Rare Earths are not all the same; ‘heavy’ Rare Earths are more valuable and more sought after and are weighted more heavily in driving the economics of a deposit.
The concentration of the various Rare Earths within a given ore are very important to the extraction thereof. A larger country by landmass will have more overall tonnage, but shitty grade ore isn’t economical to develop. High grade ore, particularly with a greater concentration of heavy REE, is the best bang for buck. If you’re trying to get a good buzz on, a 0.5% near-beer doesn’t deliver like a 5.5% IPA. A Rare Earths refiner wants the highest grade feedstock, and we have that.
The challenge has been that this all depends on raising private capital, generally by stock offerings on the TSX Venture exchange. Bringing a site to the point of mining is lengthy and expensive, and at every stage the ability to raise capital depends on mineral spot prices. China torpedoes several Canadian (and other) Rare Earths companies by spot price manipulation.
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Rare earth is not the same as critical minerals.Rare-Earth Reserves by Country 2026
Details on which countries have the largest reserves of rare-earth elements (sometimes called rare-earth metals or rare-earth oxides), which are a vital must-have ingredient in many modern technologies and electronic devices.
Do we though?
Stockpile graphite, lithium, cobalt as 3 examples.
And, if treat them from an ‘accounting’ angle as assets on the books of Canada and counted as such.
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Entirely fair.
I suppose my point is more, do we have enough, even of the high grade stuff, to create a stockpile, at least enough to do as Czech_pivo is suggesting, to make a stockpile like the American SPR?
Because I look at 44m in reserves for China, 21m in reserve for Brazil, 7m for India, and it seems like it makes more sense for them than it does for us, even with the more in demand quality like you're saying.
Again, more than open to being educated on this point.
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Don’t forget there is still tons of land not yet explored.
Take the Tisdale, SK alumina discovery. We just went from having no real deposit of aluminum producing material to 1/3rd of the worlds supply of alumina.
Take the Tisdale, SK alumina discovery. We just went from having no real deposit of aluminum producing material to 1/3rd of the worlds supply of alumina.
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We could easily create stockpiles in certain critical minerals, 100% in the 3 that I just picked from the top of my head on past knowledge.
We pay fair market prices and stockpile them. Add Aluminia as another.
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TSX Venture taught me that you can't spell "Bold Resource EXtraction fraud" without BRE-X.
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Do what should have been done under a decade of Le Petit Dauphin’s imperial rule. Carney’s getting on with it. What period of performance do you suggest for us to have to see rainbows and unicorns? I won’t start looking for rat recipes until about 12 months from now, myself.
QV
Army.ca Fixture
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The first three words should have done it for you.
ArmyRick
Army.ca Fixture
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At a snails pace. What happened to speeds not seen in...whatever. Times not on our side.
