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Keith Williams's avatar

They have already tried to separate Mexico and Canada, and we have responded by starting to negotiate a separate deal with each other.

Maria Devereux's avatar

I am very excited about the PM's major announcement with BC's Premier Eby. Not just several LNG projects: a clean energy corridor between Prince George and Terrace, copper mine expansion, badly needed infrastructure ( Massey Tunnel - currently an alternate lane closing chokepoint nightmare), port expansion of Prince Rupert and Stewart (and if you've ever been to Stewart you'd know how amazing that will be tucked up there under the Panhandle) but best of all, no lifting of the North Coast oil tanker ban. That means if Alberta wants another bitumen pipeline they're going to have to work hard to convince provinces to the east and start feeding the East Coast refineries and Port of Montreal, or possibly Churchill.

Maybe you could explore this agreement in a future post in your inimitable fashion Shankar.

Kary Troyer's avatar

I will have to read up on the Stewart port expansion. Not much up there except some mining that I know of. Maybe ore shipments. Maybe the US will charge tolls on shipping if crossing the boundary on the way in or out.

Scott Carter's avatar

A very good article, Mr. Narayan. I might suggest the current trade issues might be a bump in the road for Canada and the US. From the Canadian perspective, I would submit that for Canada the bump is actually a large pothole, which adorn Canadian roads in winter! But Canadians are very good at repairs!

Stacy_Goguen's avatar

This news was in no way surprising.

What it does tell us, is that Carney's move to diversify our trade has been a good one.

Ravyn Xadani's avatar

I don't think Carney expected to be able to reach a deal for July 1, 2026. The real negotiations will be for July 1, 2036. Which means we have 10 years to build our leverage so that we are at the table and no longer on the menu. Clarity for businesses, indeed. Diversify, build like our lives depend on it, because they very well just might, but what we need elsewhere to reduce dependency. Grow the web of what hold us together as a nation and as trading/defense alliances. That has to be the way forward.

JBO's avatar

I can’t read Scheinbalm for the life of me

JBO's avatar

I also can’t spell her name 👀

Kevin 🇨🇦's avatar

Canada’s plan to diversify its energy sales away from the US continues - an announcement is expected later today on a west coast pipeline. Keep this good work going.

Northshore2025's avatar

It is constantly surprising how people who make their reputations on knowing stuff faster snd better than everyone else can be so ignorant when it comes to my country of 🇨🇦.

The bank CEO. The well known author, part of the cultural intelligentsia of the US.

And, in other news posts, the Senators and members of Congress who have no idea how much trade we do with the US, and how much of a discount it comes at ( especially on oil and hydroelectric power to keep the lights on for tens of millions of Americans).

Maybe it's that whole "exceptionalism" thing, but I don't think the US will ever get it, where we're concerned. So we really do have to stop cataloguing everything they think and say about Canada. It's sucking up too much oxygen, when we have more pressing things to figure out.

Put another way, we are at the stage where we've already told the malignant narcissist we got involved with that we're leaving. We've moved in with a friend from work, and we're booking the Uhaul to get our stuff.

And Europe says it has a really cool loft for us on the North side, if we don't mind sharing common ground fees.

We've gone on one date with China, where they drove in their new EV. And the narcissist was *pissed* .

But it's too soon to get involved that way with anyone right now. We're just going to see lots if nations.

Meg Salter's avatar

Appreciate how you frame this as a clarifying moment. The old order isn’t coming back. Build beyond

Marc Tremblay's avatar

I suspect the US administration is closely watching what Canada does and, I believe, will not hesitate to act against any move which they view as counter to their national interest/security.

Take the LNG export as an example.

Why would the US be happy with Canada shifting 40 to 50% of its LNG export to European and Asian markets? Wouldn't they try to prevent it from happening? And, if so, would Canada have the means required to fight back?

Mr. Carney knows this very well and is carefully balancing trade diversification and aligning national projects while making sure to stay clear of US national security red lines.

How does Canada make transformational changes in its own interest while making sure not to offend our powerful neighbourg? By doing what PM Carney is doing right now, which is balancing Canada's national interests with those of the US for fear of facing strong pushbacks.

Dave Thaler's avatar

As long as Canada worries about what the US might do, they paint themselves into a corner.

Carney is absolutely right..

We worry about what we can control...or we are not sovereign.

Norma Hunt's avatar

Why do I have to pay again for articles on Canada? I already am a paid subscriber from Canada. This is duplicitous.

Shankar Narayan's avatar

The Concis and Concis Canada are two different publications. Not the same.

Norma Hunt's avatar

Not when I joined. I read some Canadian articles from you with others. As a Canadian I would want those. I paid full price. Will not continue with you again.

Shankar Narayan's avatar

Due to substack rules, I cannot add users from one publication to another without their permission. There is a huge message thread using which I have added users after they made the request. You can see that thread. I have also message you directly.

Shankar Narayan's avatar

I already added. But had to wait for your request.

Shankar Narayan's avatar

I sent you a message..pls read.