Jon Johnson – WTO Panel Finds Against US Section 232 Tariffs, USTR Slams Findings

From:  Jon Johnson To:  Canadian Trade Watchers Date:  December 21, 2022 Re:  WTO Panel Finds Against US Section 232 Tariffs, USTR Slams Findings Section 232 of the Trade Expansion Act of 1962 permits the US President to “adjust” imports of a product the Secretary of Commerce finds impair national security. Based on such findings, the […]

Daniel Schwanen – Following Through with Supply Chain Recommendations

From: Daniel Schwanen To: The Honourable Omar Alghabra, Minister of Transport Date: November 18, 2022 Re: Following Through with Supply Chain Recommendations Your National Supply Chain Task Force released its final report last month with advice and recommendations on possible actions by all levels of government and industry to alleviate pressing transportation congestion and fluidity […]

Lawrence Herman – Indo-Pacific Policy, China Strategy and Semiconductors

From: Lawrence Herman To: Canadian Trade Watchers Date: November 14, 2022 Re: Indo-Pacific Policy, China Strategy and Semiconductors We got an advance outline of Canada’s long-awaited Indo-Pacific strategy this week from Global Affairs Minister Melanie Joly, before its full release in weeks to come. China was the focus of her University of Toronto address and the challenges it […]

Jon Johnson – Recent Section 232 Initiatives – One Positive and the Other Less So

From: Jon Johnson To: Canadians Concerned About US Section 232 National Security Tariffs Date: September 9, 2022 Re: Recent Section 232 Initiatives – One Positive and the Other Less So Imports of steel and aluminum from Canada into the US were subject to tariffs of 25 percent (steel) and 10 percent (aluminum) by aggressive use by the […]

Dan Ciuriak – Counting the Cost (IV) – The Cumulative Global Economic Cost of the War

From: Dan Ciuriak To: Canadians Concerned about Ukraine Date: August 17, 2022 Re: Counting the Cost (IV) – The Cumulative Global Economic Cost of the War We conclude our series on the economic costs of Russia’s invasion of Ukraine by summarizing the bill that should be sent to the Kremlin. The direct economic costs include the value of destroyed […]

Charles DeLand – What is the Actual Plan? Long-lived Investments Need Consistent Signals

From: Charles DeLand To: Canadians Concerned about Prosperity Date: August 15, 2022 Re: What is the Actual Plan? Long-lived Investments Need Consistent Signals Russia’s Ukraine invasion has grabbed the world’s attention and understandably drawn focus to energy security. Despite overwhelming and vocal political support for Ukraine, governments are still only offering mixed signals and shifting […]

Dan Ciuriak – Counting the Cost (III)

From: Dan Ciuriak To: Canadians Concerned about Ukraine Date: August 12, 2022 Re: Counting the Cost (III) Our third Intelligence Memo shows the largest cost of the Ukraine invasion: the human cost. To an individual, life is priceless. However, governments conducting cost-benefit analysis to evaluate regulatory policies routinely and bloodlessly assign a value to a “statistical life” (VSL) and […]

Dan Ciuriak – Counting the Cost (II)

From: Dan Ciuriak To: Canadians Concerned about Ukraine Date: August 11, 2022 Re: Counting the Cost (II) Yesterday we looked at the physical damage inflicted on Ukraine by Russia’s invasion. Today we estimate the forgone future economic output of the combatant countries. Compared to an IMF forecast of October 2021, Ukraine will realize a loss of GDP of about US$100 […]

Dan Ciuriak – Counting the Cost (I)

From: Dan Ciuriak To: Canadians Concerned about Ukraine Date: August 10, 2022 Re: Counting the Cost (I) In this first Intelligence Memo based on my new C.D. Howe Institute paper, we count the economic cost of the physical damage to Ukraine’s economic and civilian infrastructure of Vladimir Putin’s invasion of Ukraine, now approaching six months old. As of the […]

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