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CAN-USA Tariff Strife (split from various pol threads)

A trade deal has been out of reach for a while.


In early October, Premier Doug Ford sat and stared at the giant floating head of Howard Lutnick as the U.S. commerce secretary explained that Canada won’t be allowed to keep its automotive manufacturing industry.
Lutnick was addressing the crowd virtually, and Doug Ford was sitting in the front row. “America is first, and Canada can be second,” Lutnick declared.

“Car assembly is going to be in America and there is nothing Canada can do about it,” Lutnick told the summit, according to sources at the off-the-record meet who spoke to my colleagues Tonda MacCharles and Robert Benzie. “The question is, ‘what is Canada going to do instead?’” The premier stewed.
ARTICLE CONTINUES BELOW

Earlier that day, on Oct. 8, Prime Minister Mark Carney was readying to leave Washington, D.C.
Where Carney had once promised a full, comprehensive deal with America, that possibility had gone out the window. It had become clear, as far back as the chaotic G7 summit in Kananaskis in June, that Trump could not conceive of an actual free trade deal with Canada — he wanted an agreement stuffed with tariffs and compensation for all the harms America supposedly suffered at our hands.
So, now, the prime minister was shuttling back and forth to America, negotiating side deals, trying to lessen the pain of America’s punitive tariffs on our steel, lumber and automotive industries. Even that was a slog: A source in the prime minister’s office says they were only about 60 per cent of the way toward a deal. It wasn’t clear that they would ever solve the other 40 per cent. Carney had been pitching areas of co-operation — a pledge to build Trump’s beloved Golden Dome defence project, and a plan to revive the defunct Keystone XL project — but that didn’t seem to be enough.
Both Carney en route back to Ottawa and Ford in that Toronto conference room were coming to realize the same thing: Trump doesn’t want a deal, he wants subservience. The president was earnest when he said “we don’t need them to make our cars … we don’t need their lumber … we don’t need their oil and gas.”

 
A trade deal has been out of reach for a while.




The best deal was CUSMA.

Every other "deal" Trump has struck has been high tariffs against the non US nation, zero tariffs against America, massive investments in the USA and a promise to buy American energy.

And those deals don't actually do anything. Trump signed his deal with the EU and then threatened to raise tariffs if the EU implemented the digital services tax. After the deal was signed. So the deal isn't actually a deal, its a temporary truce which America can rip up whenever it wants.

Same with the Japanese deal, 15 percent tariffs with Japan needing to invest 550b in the USA. If Canada makes these same concessions, they will be the baseline that CUSMA talks start at and Trump isn't going to take a tariff free deal. And why would he? The world is full of cowards who prefer to bend the knee than stand up to Trump. That Canada isn't falling in line is a irritant, and we must clearly be made an example of.
 
Same with the Japanese deal, 15 percent tariffs with Japan needing to invest 550b in the USA.
Japan BREAKS Trump’s “Biggest Trade Deal Ever” — $1 Trillion LOST! In a stunning moment that sent shockwaves through Washington and Tokyo, Japan’s first female Prime Minister Sanai Takai just did the unthinkable — she rejected Donald Trump’s “biggest trade deal ever. ”What followed was a $1 trillion-dollar collapse in projected U.S.–Japan trade, a public embarrassment for Trump, and the quiet rise of a new Pacific power. This isn’t just another story about tariffs — it’s the story of how Japan flipped the script on American dominance and rewrote the balance of power across Asia. From the handshake that failed to the $550 billion counter-move that outsmarted Washington, this episode of Dollar Under Fire reveals how a calm, calculated Japan dismantled decades of dependency — and how Trump’s tariff diplomacy backfired on a global scale.

 
Japan BREAKS Trump’s “Biggest Trade Deal Ever” — $1 Trillion LOST! In a stunning moment that sent shockwaves through Washington and Tokyo, Japan’s first female Prime Minister Sanai Takai just did the unthinkable — she rejected Donald Trump’s “biggest trade deal ever. ”What followed was a $1 trillion-dollar collapse in projected U.S.–Japan trade, a public embarrassment for Trump, and the quiet rise of a new Pacific power. This isn’t just another story about tariffs — it’s the story of how Japan flipped the script on American dominance and rewrote the balance of power across Asia. From the handshake that failed to the $550 billion counter-move that outsmarted Washington, this episode of Dollar Under Fire reveals how a calm, calculated Japan dismantled decades of dependency — and how Trump’s tariff diplomacy backfired on a global scale.

I think Japan would be a far better trading partner than China - but what do I know?
 
A case of he says, he says?
Let's see who ends up being correct .... 🍿
 
So 40% down this year compared to last. However in a twist Canadian's travelled more this year, but those tourism dollars didn't go to the US.


So where are Canadians going? According to Flight Centre, these are the top spots which also showed an increase in interest from the year before.
  • Turks and Caicos: +350%
  • Saint Lucia: +116%
  • Japan: +88%
  • Colombia: +75%
  • Switzerland: +64%
  • Barbados: +61%
  • Vietnam: +56%
  • Curaçao: +53%
  • Germany: +43%
  • Australia: +32%
 
So 40% down this year compared to last. However in a twist Canadian's travelled more this year, but those tourism dollars didn't go to the US.


Florida seems to be fine...

 
So if you double the number of Agents at the port, do you move the needle from 1% to 2% or can the doubling result in end number of say 4% or does the needle move only to 1.5%?

People need to ask the following questions:

1) What % of total container traffic do you want to be to reviewed?
2) Based on the % increase, are you:
a) Willing to pay a X% increase in fees in order to allow for this​
b) Willing to have a delay of Y% in the release of the containers to market as a result of an increase in review​
 

LeBlanc believes U.S. will keep CUSMA trade deal with Canada, Mexico

Dominic LeBlanc is working with a hope and a prayer because he wants to.

IMHO, Canada will be the last country (if we get one) to get a Trump trade deal just cause that's what Trump feels like.
 
Maybe not to Florida but the other countries seeing a influx of Canadian travelers are probably greatly appreciative of our tourist dollars.

I wont put you on ignore and you wont put me on ignore so I guess we're stuck with this... Merry Christmas.
 
Maybe not to Florida but the other countries seeing a influx of Canadian travelers are probably greatly appreciative of our tourist dollars.

Those Canadian tourists dispersed to other countries won't make much a difference in those places either. This is small potatoes.
 
Still, there tourism is up. Doesn't look like Canada matters that much.
It depends.

If the 1.9% is a drop from 4.2% - then it matters.

If that 1.9% translates to 50% of them stay for 3+ months of the year, instead of a 4 day long weekend or a 7 day trip, then it matters.

Everything that I've read from US outlets in Florida are saying that they are missing large numbers of CDN's not going to Florida.
 
Those Canadian tourists dispersed to other countries won't make much a difference in those places either. This is small potatoes.
Not true.

Again, you need to do a deep dive on the actual data.

If there are 150,000 less CDN tourist going to Florida to spend 2-5 months in Florida spending money on long term housing rentals, long term car rentals, using lots of Uber rides, going out to dinner 2-6 times a week, buying 2-5 months of groceries, etc, etc, etc - do you think that is covered off by some American family going for 1 week for Orlando or a 4-5 day long weekend trip? Its not.

If those 150,000 CDN tourists go to Portugal or Spain or Costa Rica or Panama or Mexico for 2-5months and do the exact same thing, it will have a huge impact in those countries.
 
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