Canada was too soft on the U.S. for too long. That was our blunder

Published in the Globe and Mail  The collapse of trade negotiations in Washington last week should come as no surprise. Given unacceptable U.S. demands, some that surfaced at the eleventh hour, Prime Minister Mark Carney was correct in ending the talks, recalling the team and confirming that Canada will be retaliating, dollar for dollar, against the latest […]

An independent Alberta would need to negotiate its trade and treaty relationships

Published in the Globe and Mail. Let’s enter the world of fantasy for a moment and assume that somehow Alberta were to become a totally separate country, a kind of North American “Alberta-stan.” While a far-fetched scenario, it’s instructive to consider what this would mean for Alberta, both geopolitically and in terms of its standing under international […]

An Independent Alberta Would Face a Long and Winding Trade Road

From: Lawrence Herman  To: Albertans pondering separation  Date: August 19, 2026  Re: An Independent Alberta Would Face a Long and Winding Trade Road Let’s enter the world of fantasy for a moment and assume that somehow Alberta were to become a totally separate country – “Albertastan.” While far-fetched, it’s instructive to consider what this would mean, both geopolitically and in […]

Changes in the Distribution of Access to US Cheese Could Squeeze Canadian Dairy

August 18, 2026 – With threatened 50 percent US tariffs set to take effect tomorrow, a new C.D. Howe Institute working paper examines the dispute over Canada’s cheese tariff-rate quota (TRQ) allocation system, finding that changes sought by the United States could impose costs on Canadian dairy processors and, ultimately, dairy producers. In “A Slice […]

A Slice of the Market: Canada-US Tensions over Cheese Import Permits

By Al Mussell Canada’s tariff-rate quotas (TRQs) provide access for cheese imports at low or zero tariffs, but how those quotas are allocated matters. TRQ holders can earn economic rents by importing at lower world prices and selling into Canada’s higher-priced supply-managed market, while allocating TRQs to domestic processors can help mitigate disruption to Canada’s […]

The US Tariff Shock Exposes Canada’s Real Trade Failure 

From: Jerzy Konieczny  To: Trade diversification watchers  Date: July 30, 2026 Re: The US Tariff Shock Exposes Canada’s Real Trade Failure  Last week’s announcements of sweeping new US tariffs on many Canadian products – including goods that qualify under CUSMA – are another reminder that Canada’s lack of export diversification is a strategic vulnerability.  The issue is not that Canada trades too much with the United States. The issue is that Canadian firms […]

Canada Needs Better Ports to Reduce US Trade Reliance Amid Tariff Threats

As tariffs push Canada to diversify its exports, transportation infrastructure is becoming a critical competitive advantage. Over the 12 months ending in May 2026, road transport carried 36 percent of Canada’s export value, more than any other mode. That dominance reflects the country’s deep reliance on the United States, the only market Canadian trucks can […]

Canada’s CUSMA problem is a productivity problem

Published in the The Hill Times. When Canada went into its recent review of the Canada-United States-Mexico Agreement, debate centred on tariffs, market access, and potential job losses. Those concerns are well-founded. More than 70 per cent of Canadian merchandise exports go to the United States, accounting for more than 2.5 million Canadian jobs, with many more linked […]

Trade Diversification Ambitions Face a Container Port Reality 

From: Charles Lammam  To: Infrastructure observers  Date: July 22, 2026  Re: Trade Diversification Ambitions Face a Container Port Reality  Alberta recently submitted its West Coast pipeline proposal to Ottawa’s Major Projects Office, a major plank in the federal government’s goal to double exports to non-US markets by 2035.  For that to succeed, more of Canada’s exports will need to move by water, already the largest mode for non-U.S. trade by value. And container shipping is part of that.  So how do Canada’s container […]

Fortress North America is a Threat to Canada’s Sovereignty

From: Lawrence Herman   To: CUSMA watchers  Date: July 14, 2026   Re: Fortress North America is a Threat to Canada’s Sovereignty It comes as no surprise that the United States has refused to extend CUSMA for another 16 years. That outcome was foreseen for weeks by anyone following Donald Trump’s MAGA trade agenda. In fact, the whole review process in the agreement […]

‘Fortress North America’ is a bad idea in service of a bad deal

Published in The Globe and Mail. It comes as no surprise that the U.S. has refused to extend the USMCA for another 16 years. That outcome was foreseen for weeks by anyone following Donald Trump’s MAGA trade agenda. In fact, the whole review process in the agreement is largely a sham, designed to give maximum leverage to […]

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