Welcome to Canada Tariff News and Tracker, your essential update on the latest U.S. tariff moves affecting our trade with the south.

In a whirlwind weekend, President Trump has escalated his tariff strategy, announcing a hike to a 15 percent global tariff rate, up from the 10 percent executive order he signed Friday under Section 122 of the 1974 Trade Act. According to Ottawa CityNews, this temporary measure, lasting up to 150 days unless Congress extends it, exempts goods compliant with the USMCA, shielding most Canadian exports from the hit. The White House fact sheet confirms no stacking on existing sector-specific duties like steel, aluminum, or autos.

This follows the Supreme Court's February 20 ruling striking down Trump's use of the International Emergency Economic Powers Act for high "fentanyl" and "reciprocal" tariffs on Canada, dropping the overall U.S. effective tariff rate from 16 percent—the highest since 1936—to 13.7 percent now, per the Budget Lab at Yale. For Canada, non-USMCA goods previously faced 30-35 percent rates; this drops them to 15 percent, a net benefit, as former White House trade advisor Kelly Ann Shaw explained on a recent broadcast.

The Trade Compliance Resource Hub's Trump 2.0 tariff tracker notes Canada-specific threats linger, including additional duties over its 3 percent digital services tax, first threatened June 27, 2025, with a rate announcement expected soon. Fentanyl, steel, and aluminum surtaxes were repealed last September, but dairy, lumber, and other sectors remain at risk. With the USMCA review underway this year, U.S. Trade Representative Jamieson Greer told Fox News the administration is launching Section 301 probes on trading partners, potentially slowing talks—already at a snail's pace, focused more on Mexico.

Canada dodges the worst for now, but uncertainty looms as Trump vows legally permissible tariffs to "Make America Great Again." Stay vigilant, listeners—these shifts could reshape our $1 trillion bilateral trade.

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Welcome to Canada Tariff News and Tracker, your essential update on the escalating trade tensions with the United States under President Trump.

Canada's auto heartland is under siege from U.S. tariffs, forcing unprecedented pivots to Asia. According to EnergyNow.com, carmakers now face a 25 percent tariff on non-U.S. content in vehicles shipped under the Canada-U.S.-Mexico Agreement, hitting Ontario plants hard—an SUV with 60 percent U.S. parts could see a 10 percent levy, squeezing thin margins. Prime Minister Mark Carney and Foreign Minister Mélanie Joly have courted Chinese investment in Beijing, eyeing BYD or Chery EVs on Canadian streets, while rolling out import credits to incentivize local production and offset retaliatory tariffs. Honda and Toyota stand to gain most, but GM, Ford, and Stellantis urge renewed U.S. talks, with Canadian Vehicle Manufacturers' Association CEO Brian Kingston stressing these tariffs should not exist at all.

Diplomacy ramps up ahead of the critical CUSMA review by July 1. Reuters reports Carney appointed Janice Charette, former Privy Council clerk, as chief trade negotiator to the U.S., advising on strengthening ties amid Trump's refusal to guarantee renewal—Canada sends 70 percent of exports south. Global News details Mark Wiseman, a deal-making investment banker and Carney ally, presenting credentials to Trump as ambassador, tasked with tariff off-ramps and CUSMA stability against annexation threats. Tetakawi Insights clarifies the 25 percent tariff from March 2025 applies only to non-USMCA goods; qualifying imports enter duty-free, with effective rates on Mexican flows at 3.8 to 8 percent per Penn Wharton data, though compliance adds 1.4 to 2.5 percent in costs.

Expect tighter auto rules of origin, EV provisions, and labor enforcement in negotiations, as U.S. House votes to overturn some tariffs falter. Policy Magazine notes Carney's $81.8 billion defence reinvestment signals viewing the U.S. as a potential threat, decoupling industrially.

Stay tuned as CUSMA talks intensify—Canada fights for its economic future.

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Welcome to Canada Tariff News and Tracker, your go-to source for the latest on U.S.-Canada trade tensions under President Trump.

As of mid-February 2026, Trump tariff threats against Canada continue to dominate headlines, creating uncertainty for businesses and consumers alike. Times Now News reports that in Trump's tariff gambit, only non-compliant goods faced the full hit, which climbed to 35% for Canada, yet over 85% of U.S.-Canada trade remains untouched, highlighting the selective nature of these measures. The Hill Times notes that on February 11, the U.S. House voted 219-211, including six Republicans, to rescind tariffs imposed on Canada last year, a symbolic win amid warnings from foreign policy experts that Trump remains unpredictable.

Public sentiment reflects the strain: Research Co. polls show 55% of Canadians are still avoiding U.S. goods due to ongoing tariff tensions, with half now viewing the U.S. as a military threat—a stark shift. Pique Newsmagazine adds that two-thirds of Canadians are closely tracking Trump's tariff statements, down slightly from May 2025 but still high.

Policy Magazine details how Trump's second presidency has revived 19th-century-style pressures, echoing past U.S. demands for free trade or tariffs, with Prime Minister Mark Carney seeking counterweights. Politico highlights Trump's whiplash: threats to halt the Gordie Howe Bridge near Windsor were dropped, and broad tariffs imposed last April were quickly lowered after market backlash.

On the Canadian side, the Border Services Agency is overhauling e-commerce rules for 2026, shifting to 'last sale' valuation—duties based on final consumer prices—to protect local merchants, per Trade Council reports. This pairs with the full rollout of the CARM online portal for self-assessing duties.

Canada's economy, with 74% of exports to the U.S., hangs in the balance as Trump weaponizes trade, but mutual ties under CUSMA limit full unwinding. Stay vigilant, listeners—these shifts demand adaptation.

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Welcome back to Canada Tariff News and Tracker, listeners, where we break down the latest on U.S. tariffs hitting our borders. U.S. President Donald Trump has ramped up pressure on Canada, hiking general import duties to 35 percent last August, according to Castanet and Squamish Chief reports. Those steep tariffs spare CUSMA-compliant goods for now, but Trump's calling the trade pact irrelevant and showing no rush for its mandatory 2026 review extension.

In a Senate Finance Committee hearing this week, as covered by Castanet, Republican Senator Mike Crapo from Idaho praised CUSMA for protecting American jobs and boosting manufacturing, urging not to let the perfect be the enemy of the good. Both Democrats and Republicans backed the deal, with Montana's Steve Daines highlighting Canada's role as his state's top partner while pushing fixes on dairy access, electricity exports to Alberta, and digital trade rules. Still, Trump gripes persist over Canada's dairy supply management, and separate Section 232 tariffs are slamming our steel, aluminum, autos, lumber, and cabinets.

Global News notes Canada is diversifying amid threats, with Prime Minister Mark Carney forging ahead on a new AI declaration with Germany at the Munich Security Conference. This builds the Canada-Germany Digital Alliance, focusing on AI infrastructure and talent to cut U.S. reliance—especially after Trump's warnings of 100 percent tariffs if we deepen China ties.

Markets like Kalshi are betting on what's next, with odds on U.S. tariff rates hitting 30 to 39.99 percent by July 1. Meanwhile, since March 2025 tariffs, Ottawa's rolled out protections for vulnerable industries, per Coast Reporter, and businesses like those in Langley are adapting with chamber toolkits after retaliatory measures ended.

Trump's erratic moves, from aircraft threats to delaying the Gordie Howe Bridge, signal rocky talks ahead. CUSMA's July crossroads—renew, withdraw, or drag into annual reviews—could reshape our economy.

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In a stunning bipartisan rebuke, the U.S. House of Representatives voted 219-211 on Wednesday to terminate President Donald Trump's tariffs on Canadian goods, with six Republicans joining Democrats to challenge the White House's trade agenda. According to OPB reports, the resolution targets the national emergency Trump declared to impose these levies, citing illicit drug flows from Canada as a threat, though U.S. Customs and Border Patrol data shows less than 1% of fentanyl seizures occur at the northern border.

Trump ramped up pressure by threatening a 100% tariff on Canadian imports over Canada's proposed China trade deal, which includes slashing tariffs on Canadian canola oil from 84% to 15% by March 1, per the Center for American Progress. Current rates stand at 35% on many Canadian goods, escalating to 50% on steel and certain products, as detailed by FreightWaves and ABC News—up from an initial 25% imposed shortly after Trump's second inauguration.

The move highlights growing GOP unease ahead of midterms, with lawmakers like Rep. Gregory Meeks arguing it would lower costs for American families amid rising prices from trade wars. Trump fired back on social media, warning Republicans who oppose tariffs face primary challenges. Ontario Premier Doug Ford hailed it as "an important victory" for free trade between the two nations.

Complicating matters, the Supreme Court could rule soon on the legality of Trump's emergency powers for broad tariffs, potentially striking down levies on Canada, China, and Mexico, ABC News analysts note. Meanwhile, TD Economics warns Canada's economy faces a lukewarm 1.4% growth in 2026 amid U.S. tariffs and the looming CUSMA review, where the U.S. demands dairy access and curbs on provincial barriers. Trump even lashed out at the $4.6 billion Gordie Howe International Bridge, threatening to block its opening unless Canada cedes 50% ownership, Times of India reports.

Businesses feel the pinch—90% of tariff costs hit American consumers, a Federal Reserve study reveals—fueling calls for diversification as Canada deepens ties with the EU and CPTPP.

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Welcome to Canada Tariff News and Tracker. Nearly a year into President Trump's tariff plan, tensions between the U.S. and Canada have escalated dramatically, hitting steel, aluminum, autos, and now threatening a blanket 100% tariff on all Canadian imports. The Fulcrum reports that U.S. tariffs on Canadian steel have tightened to 50% with fewer exemptions under USMCA, while 25% duties persist on automobiles, disrupting the integrated North American supply chain.

In January 2026, Trump warned of that 100% tariff if Canada inks a trade deal with China, a move analysts say could spike U.S. inflation by 1.5 to 2% overnight, jacking up energy and auto prices since Canada supplies about $400 billion in goods annually, including crude oil and auto parts. The Fulcrum notes this dwarfs past disputes like the 1990s softwood lumber fight.

Canada has de-escalated, repealing $44 billion in retaliatory tariffs on U.S. consumer goods by September 2025, but keeps 25% on U.S. steel, aluminum, and non-USMCA autos, covering $223 billion in steel imports. Economists estimate Canada's GDP has shrunk 1.5 to 2% from the 2025-26 cycle, with households facing $1,700 to $2,000 in extra costs yearly. General Motors flags $3 to $4 billion in tariff hits for 2026 forecasts.

Trump's rhetoric heats up further: CBT News reports he's threatening to block the Detroit-Canada bridge, risking supply chain chaos and higher costs for Michigan auto dealers. Meanwhile, S&P Global Ratings pegs the U.S. statutory average trade-weighted tariff at 19.3% as of February 6, 2026, unchanged recently.

These flashpoints—steel at 50%, autos at 25%, and the 100% shadow—signal the most volatile U.S.-Canada trade phase in decades, with Prime Minister Mark Carney trading barbs amid supply chain strains.

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Welcome to Canada Tariff News and Tracker, your essential update on the escalating trade tensions with the United States under President Trump's second administration. As of early 2026, U.S. tariffs continue to hammer Canadian exports, with the overall average effective U.S. tariff rate skyrocketing from 2.5% in January 2025 to 27% by April— the highest in over a century, according to Wikipedia's detailed timeline on Tariffs in the second Trump administration.

Canada faces broad pressure, including a 25% tariff on imported cars imposed April 3, 2025, hitting non-USMCA compliant vehicles from Canadian factories like BMW's operations, even as USMCA-compliant parts later received exemptions. Steel and aluminum tariffs jumped to 50% on June 4, 2025, with expansions to household appliances by June 23 and 407 more products by August 19. Reciprocal tariffs under IEEPA started at a 10% baseline for Canada in April 2025, alongside threats tied to national security exemptions, echoing Trump's short-lived 10% aluminum levy in 2020 just after USMCA ratification.

Headlines scream urgency: Global News reports Trump threatening a staggering 100% tariff on all Canadian goods by January 24, 2026, in retaliation for Prime Minister Mark Carney's push to expand ties with China. This follows Carney's September 2025 "Buy Canadian" policy, now mandatory for federal procurement to bolster domestic suppliers amid U.S. barriers, with over half of departments adopting it late. The Hub warns Canada isn't ready for Carney's "new world" vision of east-west trade diversification and Arctic transit routes as a hedge against U.S. dominance, facing provincial barriers and heavy U.S. market reliance. Politico's Canada Playbook notes delayed talks between Trade Minister Dominic LeBlanc and U.S. Trade Representative Jamieson Greer, while The Hill Times questions what "wins" Trump will demand from Carney, who vows no deal unless it's good for Canada. Meanwhile, produce ties hold steady despite the storms, per The Packer.

These moves risk $4,711 higher car prices, per economist Arthur Laffer, disrupting our integrated auto chains. Stay vigilant, listeners—tariffs evolve fast.

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Welcome to Canada Tariff News and Tracker, where we break down the latest U.S. trade moves hitting our northern border. As of early February 2026, tensions are boiling over the upcoming USMCA review set for July 1, with President Trump's administration issuing a stark ultimatum to Canada.

America Live Today reports that the U.S. demands full dismantling of Canada's supply-managed dairy system, arguing its import tariffs remain too protectionist despite USMCA concessions. They're also pushing to tighten auto rules of origin, requiring even more U.S.-made components in vehicles to qualify for zero tariffs, threatening cross-border supply chains that crisscross factories in Ontario, Quebec, and beyond. Add to that the threat to scrap dispute resolution panels, and it's a recipe for economic showdown.

Wikipedia's detailed timeline on tariffs in Trump's second term shows the average U.S. effective tariff rate skyrocketed from 2.5% in January 2025 to 27% by April, the highest in over a century. Canada dodged specific reciprocal rates in the big April 2025 rollout under IEEPA, but autos weren't spared: a 25% tariff hit imported cars from Canada on April 3, with parts following in May—though USMCA-compliant ones got exemptions and rebates. Trump delayed broader auto hits after lobbying from U.S. giants like Ford and GM, who warned of self-inflicted damage.

Fresh threats dominate headlines. Trump posted on social media threatening a 100% tariff on all Canadian goods if Canada inks a deal with China, per AOL News. Deputy Prime Minister Chrystia Freeland urged the U.S. to get its act together on the world stage, Halifax CityNews reports, amid annexation rhetoric and tariff pressure. CIBC analysts call tariffs the wild card for the loonie, projecting USD/CAD easing to 1.34 by year-end but warning of aluminum and auto fallout.

With USMCA review looming, scenarios range from Canadian concessions on dairy and autos to U.S. threats of early withdrawal by 2032, potentially sparking supply chain shifts south. U.S. tariff revenue peaked at $376 billion annualized in October 2025 but slowed to $335 billion by January, per Investing.com, as imports adjust.

Stay vigilant, listeners—these moves could reshape our economy.

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Welcome to Canada Tariff News and Tracker. We're bringing you the latest developments in the ongoing trade tensions between the United States and Canada.

U.S. Treasury Secretary Scott Bessent made it clear this week that the Trump administration has no intention of backing down on tariffs. During testimony before the Senate Banking Committee, Bessent stated the administration would "absolutely not" drop all tariffs on Canada even if Ottawa reciprocated. His reasoning centers on Canada's recent trade agreement with China, where Prime Minister Carney lowered tariffs on Chinese electric vehicles from one hundred percent to just six percent. Bessent argued this creates a backdoor for Chinese EVs to enter the American market through Canada, which the administration will not tolerate.

The impact on Canadian trade has been substantial. According to the National Taxpayers Union, the average tariff rate on imports from Canada has climbed from point one percent in November twenty twenty-four to three point seven percent in November twenty twenty-five. For automobiles specifically, tariffs have surged from point zero three percent to fourteen point five percent. These increases come despite the fact that most Canadian goods qualifying under the USMCA trade agreement are supposed to be exempt.

The uncertainty surrounding the future of continental trade is weighing heavily on Canada's economy. Bank of Canada Governor Tiff Macklem recently declared that the era of rules-based trade with the United States is over, describing American protectionism as a structural force. Macklem suggested Canada must either accept being a victim of tariffs or take steps to expand its internal market and diversify its trade relationships. With the USMCA set for review later this year, Canadian officials are openly questioning whether the trade pact remains viable. Canada has already announced counter-tariffs on American automobiles and is implementing support programs for displaced auto workers.

According to Fitch Ratings, the overall U.S. effective tariff rate now stands at twelve point seven percent, reflecting the broad scope of Trump's tariff agenda. For Canadian listeners, the immediate concern is whether further escalation lies ahead. Trump has already threatened one hundred percent tariffs on Canada if it pursues free trade with China, though Carney has denied that's the direction Canada is heading.

The uncertainty continues to constrain business investment and consumer confidence on both sides of the border. The coming months will be critical as negotiations over USMCA's future unfold.

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Welcome to Canada Tariff News and Tracker. Here's what you need to know about how trade tensions are reshaping North America right now.

The United States tariff surge that began in spring 2025 has fundamentally altered the continental supply chain. April brought a 25 percent duty on imported cars and parts, followed in June by section 232 tariffs on steel and aluminum that doubled to 50 percent. When Washington raised tariffs on non-USMCA Canadian goods to 35 percent, Canada found itself caught in the crossfire of a broader trade war.

But here's what makes Canada's position unique. Rather than firing back with equal tariff force, Canada is playing a leverage game rooted in energy and materials dependence. American refiners processed about 4.1 million barrels per day of Canadian crude in 2024, a record following the TMX expansion. That energy relationship buys Canada room to prioritize something far more valuable for the future: mining approvals and domestic refining for critical minerals like nickel, lithium, cobalt, and rare earths. Instead of wasting ammunition on tit-for-tat retaliation, Canada is positioning itself as an indispensable source for the materials the North American auto industry needs to survive.

For Detroit and beyond, this matters enormously. General Motors has committed 4 billion dollars to expand plants in Michigan, Kansas, and Tennessee, aiming to add more than 2 million units of US capacity within two years. Ford took an 800 million dollar tariff hit while Stellantis paused plants in Mexico and Canada, triggering layoffs at US suppliers. The automakers are now scrambling to secure North American battery cell partnerships and rework motor and cathode designs to reduce reliance on Chinese refined inputs.

The real battle isn't just about tariffs anymore. It's about reshoring and resilience. Automakers are engineering vehicles less vulnerable to single-country choke points. Shorter supply lines, fewer bottlenecks, and pricing leverage are the goals. For Canada, that means the country's mineral wealth and energy exports are becoming the keys to Detroit's future stability.

Average transaction prices are expected to stay firm over the next two years as incentives remain targeted. The most likely path sees tariffs persist in some form, but with courts or carveouts easing pressure. That's when Canada's role becomes critical, not just as a source of raw materials, but as a strategic partner in rebuilding a truly North American manufacturing ecosystem.

This has been Canada Tariff News and Tracker. Thank you for tuning in. Please subscribe for the latest updates on how these trade shifts affect you and your business.

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