Listeners, welcome to the Canada Tariff News and Tracker podcast for November 26, 2025.

Here’s what’s making headlines today regarding tariffs between the United States, the Trump administration, and Canada. Tensions over trade have continued to dominate headlines, but for now, the widely discussed additional tariffs on Canadian goods have not taken effect. Following a breakdown in negotiations last month after an Ontario government ad sparked backlash in Washington, President Trump threatened to slap an extra 10 percent tariff on Canadian imports, on top of the existing 35 percent duty many Canadian products currently face. As of today, however, industry sources report that the Trump administration has not issued the necessary executive order, and U.S. officials have offered no formal guidance or timeline for implementation according to reports from POLITICO and trade industry sources.

This means the **current U.S. tariff rate on most Canadian imports remains at 35 percent**. Many goods, especially those covered under the United States-Mexico-Canada Agreement—USMCA—still have some protections in place, shielding select industries from the harshest penalties. However, the legal situation is unsettled, with a looming Supreme Court review that could potentially reshape the president’s authority to unilaterally impose tariffs under the International Emergency Economic Powers Act. That decision is not expected until summer 2026.

Listeners should know that even as the overall tariff environment hardens, there’s a carve-out for some major sectors. President Trump announced the removal of select tariffs on beef, coffee, and tropical fruits earlier this month, partially offsetting consumer price pressures. And, despite threats, the administration has so far chosen not to escalate further with Canada, preferring to let the legal and political process play out. The two governments maintain a working relationship, and many observers speculate that Trump may be holding back the new tariffs in anticipation of eventually renegotiating portions of the USMCA with Prime Minister Mark Carney after the upcoming joint review scheduled for July 2026, according to both MLex and industry commentaries.

But it’s not all status quo. Enforcement is set to become even stricter, as a new executive order signed by President Trump in recent months gives U.S. Customs and Border Protection the power to impose a massive 40 percent penalty tariff on any goods found to be transshipped through other countries to evade tariffs. No case-specific guidance is available yet, but importers are being warned to keep detailed documentation on their supply chains.

The situation remains fluid, and businesses reliant on cross-border trade should be prepared for continued volatility. For now, the threatened new tariffs on Canada are on hold, the legal battle is heating up, and the future of US-Canada trade will depend heavily on high-stakes court decisions and behind-the-scenes diplomatic maneuvering.

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Listeners, today’s Canada Tariff News and Tracker comes with a mix of clarity and caution as tensions remain high between the US and Canada over tariffs, but much of the drama is still unfolding behind the scenes.

In late October, President Trump stunned Canadian officials by announcing an additional 10% tariff increase on Canadian imports, just days after suspending trade talks in response to a $53 million Ontario government advertisement critical of US tariff policies. The announcement caused immediate anxiety, especially among auto, steel, aluminum, and lumber exporters, who already face significant duties. According to coverage by Ilkha News, the new tariffs could stack on top of existing rates—some Canadian goods, such as steel and aluminum, are already hit with duties as high as 50%, while non-Canada-US-Mexico Agreement compliant exports face 35% tariffs.

Yet as of today, US Customs and Border Protection has not implemented the extra 10% tariff, leaving Canadian exporters in limbo with uncertainty about when—if ever—it will be enforced. This inaction has led some analysts and trade associations, like Canada’s Automotive Parts Manufacturers’ Association, to conclude that the Trump administration is using the tariff threat as a negotiation lever rather than a policy commitment. Politico adds that US officials are keeping the measure “on the table” for future leverage, while Ottawa indicates it remains open for talks but will not wait passively.

The ongoing tariff headlines have real impacts. The Canadian Chamber of Commerce warns that Ontario, New Brunswick, and other regions remain particularly vulnerable, with auto, energy, and manufacturing industries bracing for potential shocks. National Post underscores that, while Canada’s economy has defied the worst predictions—GDP remains stable and retail sales are up—manufacturers and exporters are strategizing to weather unpredictable US policy and promote trade diversification, notably to Asia and Europe.

Current tariff rates reflect this uncertainty. As tracked by Baker Botts’ Trump Tariff Tracker, Canada faces 50% tariffs on steel, aluminum, and copper exports to the US, 35% tariffs on non-CUSMA-compliant goods, and 25% duties on automotive goods not meeting USMCA requirements. An additional 10% tariff remains a threat, particularly after the recent trade controversy.

A cultural dimension is also unfolding. As highlighted by Global News, some US senators warn that tariffs are now causing a ‘cultural break’ in cross-border relations—moving the friction beyond economics into tensions of national perception.

Despite the turbulence, the backbone of North American trade—the USMCA—remains intact for now. Most Canadian shipments meeting USMCA requirements are still exempt from the new tariffs, but the risk of further escalation has Canadian industries on edge and policymakers prioritizing negotiation and agility.

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Listeners, welcome to Canada Tariff News and Tracker, where we break down the latest headlines and tariff developments on the U.S.–Canada front.

According to the latest updates, tariff policy between the United States and Canada has shifted rapidly throughout 2025. Early this year, the Trump administration invoked new powers under the International Emergency Economic Powers Act, rolling out sweeping “reciprocal tariffs” that brought the average U.S. tariff rate to nearly 27 percent—its highest in a century. For Canada, this meant a 25 percent tariff on most goods starting in March, with energy and potash at a 10 percent rate, and a subsequent increase to 35 percent on most Canadian goods by summer. Trump also used Section 232 authorities to push steel tariffs to 50 percent and implemented a 25 percent automobile import tariff, directly targeting the cross-border auto industry that has long united the Canadian and U.S. manufacturing sectors. Ford’s CEO, echoing widespread industry frustration, warned this would “blow a hole in the US industry that we have never seen.”

The USMCA, once guaranteeing zero tariffs on compliant goods traded across North America, has been eroded by these new moves. The Trump administration initially delayed but ultimately ended the USMCA exemption for vehicles and parts, meaning most Canadian auto exports now face the full 25 percent penalty unless every aspect of origin compliance is met. Economist Arthur Laffer projected that car prices would rise more than $4,700 per vehicle if these tariffs continued, with significant knock-on effects for consumers and manufacturers alike.

October saw political drama as President Trump added yet another 10 percent tariff specifically on Canada after Ontario Premier Doug Ford’s anti-tariff ads aired during the World Series. The U.S. Senate narrowly approved a resolution to nullify Trump’s global “reciprocal” tariffs, including those on Canada, but with the House blocking tariff reforms, those higher rates remain in place pending further legal and legislative battles.

In the last week, there’s been a glimmer of relief. On November 18, Universal Logistics reported that Trump lifted reciprocal tariffs from a range of agricultural products, effective since November 13. The delisted items include beef, coffee, fertilizer, and more—spanning 237 tariff classifications. This action was aimed at tackling food price increases and was announced alongside broader suspensions of product-specific tariffs.

Meanwhile, ongoing legal scrutiny may further shift the U.S. tariff regime. The Supreme Court is set to decide whether Trump’s emergency tariffs under IEEPA are constitutional. If they’re struck down, major change could be on the horizon, although administration officials have signaled they would pivot to other statutory tools like Section 232 or 301 to maintain pressure.

With the 2026 USMCA review approaching and legislative uncertainty in the air, Canadian exporters and their U.S. partners face a complex and volatile landscape. For now, most Canadian goods still face tariffs as high as 35 percent, auto and steel remain at the center of cross-border tension, and everyone is watching for that pivotal Supreme Court decision.

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Welcome to Canada Tariff News and Tracker. Today is November 17, 2025, and we’re bringing listeners the latest updates on tariffs, cross-border trade, and how current U.S. policies under President Trump are shaping Canada’s economy.

Just this week, American President Donald Trump made a surprise move by rolling back tariffs on over 200 food-related products. According to Retail Insider, the list covers beef, coffee, cocoa, bananas, orange juice, tea, and even some fertilizers. Though Washington officially attributes this shift to new “reciprocal trade agreements,” the immediate trigger appears to be rising food prices for American consumers, prompting a rapid response from the White House. For those watching the U.S.-Canada trade corridor, this is a major development.

Canadian beef producers are among the biggest winners. The United States remains the top market for Canadian cattle and beef, and with tariffs now reduced or gone in key sectors, Canadian producers from Alberta to Saskatchewan instantly become more competitive. Feedlots, packing plants, and ranchers should expect increased demand and improved pricing. On the import side, Canadian supply chains that source ingredients like coffee beans and cocoa from U.S. ports will see lower input costs. Roasters, chocolatiers, bakeries, and restaurant chains across Canada should benefit as wholesale prices ease. Even major grocery retailers, including Loblaw, Sobeys, Metro, and Costco Canada, should see structural savings that help them secure goods at reduced cost.

Despite this good news, there are complexities. Some Canadian produce growers could face steeper competition if falling U.S. retail prices for imported fruits translate into more U.S. imports competing in Canadian markets. Certain processed food manufacturers could also see competitive pressure as U.S. input costs drop. On balance, though, experts widely agree that Canada comes out ahead from these changes, especially after a year of persistent food inflation and political anxiety over supply chains.

On the policy front, the backdrop has been a roller coaster. The second Trump administration dramatically hiked the average U.S. tariff rate, at one point surpassing historic highs. By September, according to Wikipedia, average tariffs hit almost 18%. Section 232 tariffs for steel and aluminum are currently at 50%, which also touches Canadian metal exporters. Earlier this year, a 25% tariff briefly appeared on autos from Canada before USMCA-compliant goods got an exemption. And in late October, President Trump announced a retaliatory 10% tariff on Canadian goods after a spat involving Ontario’s premier, fueling a fresh round of debate about the security of the North American supply chain.

Despite these conflicts, Canada and Mexico have largely managed to preserve tariff-free access for most goods under the USMCA, though the threat of additional “reciprocal” tariffs always looms. The European Commission reports that among U.S. trading partners, Canada’s effective current tariff rate remains one of the lowest, offering substantial advantage over others.

To wrap up, listeners should watch for signs of easing input costs in Canadian food retail, but also pay attention to shifting competitive pressures in agriculture and processing. Trade relations with the U.S. remain volatile, but Canada has navigated another turbulent chapter with some unexpected wins.

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Listeners, here’s your November 16, 2025, update on Canada’s evolving tariff landscape, with a sharp focus on the latest US moves under President Trump and what it means for Canadians and cross-border trade.

The tensions between the US and Canada have reached new heights this fall. On October 25, President Trump announced an additional 10% tariff on Canadian goods, partly in retaliation for Premier of Ontario Doug Ford airing anti-tariff advertisements during the World Series, referencing Ronald Reagan’s 1987 opposition to tariffs. After negotiations, the current base US tariff rate on Canadian goods stands at approximately 17.9%. And that’s just the tip of the iceberg—tariffs on specific Canadian exports, like steel, aluminum, and copper, have been hiked to a staggering 50% in 2025. Imported cars from Canada have also faced a flat 25% tariff since April, with only a few exceptions for USMCA-compliant vehicles.

While these tariffs are publicly framed by the Trump administration as a way to protect American workers and jobs, media outlets like the Caribbean Camera point out that this campaign is less about fairness and more about asserting US dominance and challenging Canada’s economic independence. Roughly 80% of Canadian exports still go to the US, and Trump’s strategy leverages this reliance, attempting to remind Canada who holds the cards in North American trade.

Canadian autoworkers and manufacturers are feeling the pressure. According to Jacobin Magazine, this isn’t just another cycle of tariffs—it’s a deliberate squeeze designed to push corporations and jobs out of Canada, driving investment uncertainty that lingers even if tariffs are eventually lifted. The effects on jobs have been dramatic: Canadian manufacturing employment is down by nearly 30% compared to two decades ago, and anxiety remains high among unions and workers across the automotive sector.

Economists note that these tariffs aren’t really lowering consumer costs in the US either. Reports from CTV News stress that even if some tariffs are rolled back by Trump, Canadians are unlikely to see price benefits, though any removal could open the door for fresh trade talks. However, court challenges to the legality of these new tariffs are underway, with a Supreme Court decision expected in the coming weeks—a critical moment that could reshape the tariff regime entirely.

Trump’s America-first tariff surge is costing US households, too; analysis from AZ Central finds the average American family pays around $1,200 more in taxes as a result of higher tariffs on imports from Canada and other major trading partners.

As Canada braces for the next round of retaliatory measures and debates counter-tariffs or increased trade diversification, one lesson stands clear: the era of predictable, tariff-free North American trade is over, and Canadian industry, workers, and government must rethink their strategies in the face of relentless economic pressure from Washington.

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Listeners, welcome back to Canada Tariff News and Tracker. On this November 14th, 2025, the tariff landscape between the US, the Trump administration, and Canada is more contentious than at any point in recent memory.

In August 2025, the Trump administration raised the tariff rate for Canadian goods that don't qualify under the North American trade pact to 35%, up from 25%. This hike is directed at non-USMCA-qualifying exports, a category that’s broadly defined and increasingly scrutinized. As a result, Canadian exporters across various industries have scrambled to clarify compliance, with lingering fears about future retroactive penalties, as reported by the Regulatory Affairs Professionals Society.

Automakers have been especially hard hit. The Financial Post covers how vehicles from outside North America now account for over a third of all car sales in Canada, a shift driven by US and Canadian tariffs that have disrupted what used to be a tightly integrated North American auto market. Canadian-made vehicles, much of which were exported to the US, have seen their US market share plummet from roughly 61% to below 49% in under two years. Automakers like GM and Stellantis have stalled or slashed investments in Canadian facilities, and the overall climate is one of deep uncertainty. Union leaders in Canada are urging Ottawa to apply counter-restrictions and reconsider continued participation in the trade agreement if US tariffs persist.

According to Wikipedia articles and trade analysts, the average applied US tariff rate hit an astonishing 27% earlier this year—the highest since the 1920s—before settling around 18% this fall. Under President Trump, Section 232 of the Trade Expansion Act has been wielded aggressively, with steel, aluminum, and copper tariffs reaching 50% and a broad 25% tariff slapped on imported cars, which includes Canadian-made automobiles unless they meet strict USMCA rules of origin.

New Section 232 tariffs began on November 1, applying a 25% duty on medium and heavy vehicles as well as key truck parts from Canada, unless those parts clearly qualify under USMCA regulations. While buses are taxed at a lower 10%, auto parts that don't meet strict rules of origin now face full tariffs. However, steel and aluminum sourced and processed in Canada may—if all steps of smelting and casting are domestic—qualify for a reduced 25% rate, still a hit compared to earlier years of tariff-free flow.

Politically, the relationship hit a low in late October when President Trump abruptly ended trade talks with Canada amid tensions over what he called hostile messaging from Ontario’s provincial government. The Financial Post notes that most Canadians see little hope for any relief on tariffs before the United States-Mexico-Canada Agreement comes up for review mid-2026. Experts warn the review is likely to trigger a full renegotiation.

Travel and consumer sentiment reflect the fallout, with GV Wire reporting that Canadian travel to the US has now declined for a tenth month straight, making clear these tariffs have everyday consequences for individuals as well as industries.

Listeners, that’s the latest on US tariffs and the Trump administration’s evolving relationship with Canada. Thank you for tuning in, and don’t forget to subscribe to stay current with every development.

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Listeners, welcome to the latest edition of "Canada Tariff News and Tracker." Tensions between the United States and Canada have reached a new peak in late 2025, with President Donald Trump implementing aggressive trade actions that have sent shockwaves through Canadian industries and government policy response.

According to AOL News, President Trump in February announced sweeping 25% tariffs on goods from both Canada and Mexico, but he quickly escalated the pressure on Canada, raising this blanket tariff to a stunning 35% for Canadian exports. This move has upended cross-border commerce, raising prices for everything from steel to softwood, and igniting concern among Canadian businesses that rely heavily on the U.S. market for survival.

Publicly, President Trump has doubled down on his protectionist stance, insisting that "people against tariffs are fools" and vowing direct tariff dividends to American households. As Rolling Out and Business Today both confirm, Trump recently promised that almost all Americans will receive at least $2,000 back from tariff revenues—though high-income earners are excluded and the Supreme Court is still reviewing the legality of this approach.

In Canada, the fallout has been immediate and dramatic. Prime Minister Mark Carney unveiled a bold new counterattack, enacting a trillion-dollar stimulus and relief plan designed to buffer Canadian workers and industries against these U.S. tariffs. YouTube coverage on this topic highlights Canada’s efforts to seize the momentum, turning the crisis into an opportunity to fast-track both housing affordability and advanced manufacturing support. This trillion-dollar plan includes direct export support, incentives to diversify Canadian trade beyond the U.S., and accelerated funding for domestic supply chain resilience.

Meanwhile, global supply chains are rapidly evolving. The Good Men Project cites economist Michael Ashley Schulman in pointing out that tariffs under Trump now stretch across dozens of countries, with a 10% U.S. baseline tariff striking almost all imports and reciprocal rates up to 50% affecting more than sixty countries. For Canada, the 35% rate is among the harshest applied, leading to new costs for exporters and complex compliance burdens for cross-border businesses. Many firms are now rerouting goods or exploring alternate markets in response to the volatility and ambiguity of U.S. trade policy.

For Canadian listeners, these tariffs translate into higher prices on American goods, export uncertainty, and a test of the government’s new economic firewall. The shifting landscape underscores just how intertwined and yet fragile the U.S.-Canada economic relationship is under the current administration.

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Listeners, Canada and the United States are facing their most turbulent tariff environment in recent history as President Donald Trump’s second term has brought sweeping new duties and trade barriers, dramatically reshaping economic relations between the two countries. According to Wikipedia and the Wall Street Journal, the average applied U.S. tariff rate jumped from 2.5% at the start of 2025 to nearly 27% by April, with a later adjustment settling the rate at about 17.9% as of September. U.S. tariff revenue from these measures now exceeds $30 billion per month, tripling compared to 2024.

The most headline-grabbing change for Canada involves automotive and metal tariffs. In early 2025, Trump imposed a 25% tariff on imported cars and auto parts, which hit Canadian manufacturers hard. Factories across Ontario and Quebec—Canada’s manufacturing heartland—have suffered immense strain, with unemployment now at a decade high of 7.9% in Ontario and over 11% in Windsor, the epicenter of Canadian auto production, according to the Wall Street Journal. Stellantis, one of the largest U.S. automakers, was forced to close Canadian factories and lay off hundreds of American workers in response.

Canada has not stood idle. Ottawa retaliated in March with a matching 25% tariff on $20 billion USD worth of American goods, expanding the list throughout the spring and summer. Canadian tariffs now impact major U.S. exports including vehicles, steel, aluminum, and agricultural products. Provinces and industry associations have rallied behind “Buy Canadian” marketing campaigns, dramatically boosting sales of Canadian-made whiskey, wine, and groceries in response to provincial bans on many U.S. imports. American whiskey exports to Canada have dropped by over $100 million, and premium Californian wineries saw exports nearly disappear, with losses approaching $200 million for 2025.

Listeners should note: the blanket 35% U.S. tariff rate announced by Trump applies only to Canadian goods not covered by the U.S.-Mexico-Canada Agreement, or CUSMA. Goods qualifying under CUSMA are mostly exempt, but the current rules have created intense uncertainty. Non-compliant Canadian goods now face the full weight of tariffs, while energy imports and potash from Canada are currently subject to a separate 10% rate under Trump’s fentanyl-related executive order. For Canadian steel and aluminum, it’s a brutal 50% tariff. The Canadian Chamber of Commerce estimates that a permanent 25% tariff could shrink Canada’s GDP by nearly 2.6% and cost the average household roughly $1,900 a year, while Oxford Economics predicts more than 150,000 jobs lost.

Tensions have only heightened since October, when Trump abruptly ended trade negotiations with Canada following an Ontario ad criticizing U.S. tariffs using Ronald Reagan-era clips. Soon after, Trump promised an additional 10% tariff hike on Canadian goods, though details on its implementation remain unclear.

Amid this trade war, Canadian Prime Minister Mark Carney’s recent victory was attributed in part to rising anti-Trump sentiment and calls for stronger Canadian economic sovereignty. As both countries dig in, Canadian officials and economists warn there are no quick fixes. The current round of tariffs is broader than at any time in decades and impacts every sector from cars and metals to grocery store staples.

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Listeners, on November 5th, 2025, Canada and the United States remain locked in a heated tariff standoff that’s driving headlines across North America. Since President Trump returned to office in January, his administration has implemented a series of sweeping tariffs targeting Canadian imports, with the most recent executive orders putting up to 35% duties on Canadian goods that don’t comply with the USMCA—the Canada-U.S.-Mexico Agreement. That means, for some Canadian exporters, it’s now 35% at the border, with an additional 10% hike added just last month in response to a controversial Ontario ad featuring Ronald Reagan speaking out against tariffs, as reported by The Fulcrum.

The story doesn’t stop there—Canadian officials countered with their own tariffs, matching Washington’s approach. Canada now imposes up to 25% duties on U.S. goods, specifically targeting steel, aluminum, autos, and a range of consumer products. Retaliatory measures reached $29.8 billion Canadian, or nearly $21 billion U.S., hammering American exporters in sectors central to trade. While trade policy negotiations have been suspended, government sources in Ottawa maintain they’re open to renewed dialogue should Washington reconsider.

For listeners tracking the broader impact, the U.S. Treasury is reportedly collecting much more revenue from tariffs on Canadian imports than Canada gathers from American goods. The actual difference arises from wider coverage—more categories of Canadian goods get hit by higher U.S. rates, while Canada’s response has remained targeted and sector-specific. The Hamilton Project found that the U.S., as of August, was raising more than 1% of its GDP in tariff revenue, with a rough estimate of $12–15 billion coming from Canadian goods alone. Canadian customs revenue trails behind, reflecting the narrower focus.

Turning to policy headlines, Ottawa’s 2025 budget notes that despite most Canada-U.S. trade under the USMCA remaining tariff-free, pressure from new American tariffs is interfering with business investment and household confidence. The average U.S. tariff rate on Canadian goods now sits just over 5% for USMCA-compliant products, but can spike dramatically for non-compliant goods. Government economic forecasts warn that unresolved trade tensions are contributing to higher Canadian unemployment this year, peaking at 7.2% in the fourth quarter and weighing on GDP growth.

What does this all mean for Canadian businesses and consumers? Prices for imported American goods, as well as Canadian exports to the U.S., are rising. Some sectors are reporting supply chain disruptions and loss of market share. Ottawa briefly considered a new Digital Services Tax on American tech firms but pressed pause after U.S. objections, highlighting just how rapidly trade relations can shift.

In sum, as trade talks remain on hold, both governments continue collecting record amounts in tariffs, with the fiscal advantage clearly in Washington’s court. Stay tuned for more real-time updates as the tariff story evolves, and keep an eye out for breakthroughs that could finally get trade moving again.

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Listeners, today’s Canada Tariff News and Tracker brings you the latest developments on U.S. tariff policy and what’s happening between Washington and Ottawa—especially with the Trump administration in the spotlight once again.

Effective November 1, 2025, new tariffs have gone live on U.S. imports of medium- and heavy-duty vehicles, parts, and buses under Section 232 of the Trade Expansion Act. These tariffs were implemented following an investigation that concluded such imports are essential to U.S. national security—with particular focus on their role in military, emergency response, and freight applications. The new measures are aimed at boosting the market share of American-made vehicles, targeting an ambitious goal of 80 percent of the U.S. market. As for what’s covered, the tariffs specifically impact vehicles and parts classified as Class 4 through 8, plus associated bus products. Direct identification and substitution manufacturing drawback relief is now also available for these tariffs, liberalizing how Canadian auto and vehicle exporters approach U.S. customs duties.

For the steel and aluminum sector, listeners should note that the Section 232 tariff rates generally stand at 50 percent, but rates as low as 25 percent are available for some countries. Critically for Canada, U.S.-Mexico-Canada Agreement-qualifying steel that is melted and poured in Canada or Mexico—and used in U.S. vehicle manufacturing—is eligible for a reduced tariff rate. The same goes for aluminum smelted and cast in Canada or Mexico. Commerce is now authorized to lower these tariffs no lower than 25 percent, an option that directly benefits Canadian producers supplying U.S. auto or heavy vehicle makers.

Meanwhile, in headline news, the future of U.S.-Canada trade talks remains up in the air as President Trump’s latest tariff threats head to the Supreme Court. According to CBC News, Trump recently announced his intention to increase tariffs on Canada by 10 percent; however, there’s still no official word on which tariff, nor any formal notice to Ottawa. Trump’s Treasury Secretary signaled that the 10 percent tariff hike has not yet been enacted, only threatened, and it might never be formalized—meaning uncertainty continues to cloud cross-border trade planning.

Cross-border industry experts are warning exporters on both sides to stay alert as Supreme Court hearings on Trump’s trade strategy are set to begin, which could lead to pivotal changes depending on the outcome.

That wraps up our Canada Tariff News and Tracker for today. Thank you for tuning in and don’t forget to subscribe for your next update. This has been a quiet please production, for more check out quiet please dot ai.

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