Pax Silica - Trump's new west

[Kirkhill]

Pax Silica Sets New Path for Secure AI Supply Chains - Environment+Energy Leader

Pax Silica unites U.S. partners to strengthen AI supply chains, expand semiconductor capacity, and reduce coercive dependencies across critical technologies.

www.environmentenergyleader.com

US
UK
Australia

Japan
South Korea
Singapore

The Netherlands
Israel
The United Arab Emirates

Guests .....

Taiwan
Canada
EU
OECD

....

I think Trump is intentionally stiff-arming Carney until (to mix metaphors) he can get a better set of cards.
We own a large part of his economy which gives us a stronger hand than he would like.
If he can strengthen his position and weaken ours then he will see himself as being in a better bargaining position.

I think he perceives himself as having time to deal with us as we won't be making any radical moves and are looking for a deal.

 

[ModlrMike]

I think he perceives himself as having time to deal with us as we won't be making any radical moves and are looking for a deal.

A perception that may have a 2026 expiry date, but certainly has a 2028 one. Time is more on our side than his.