Canada Built a $2 Trillion Minerals Bloc in 12 Days | Now Watch What Happens

Описание: In January 2026, Canada moved fast: a 12-day sequence that ties critical minerals, processing capacity, and tariff leverage into one story.

From Riyadh (a critical minerals cooperation MoU), to Beijing (a tariff arrangement tied to canola and EV policy), to Vancouver (a Western/Northern collaboration pact) — this isn’t “regional mining cooperation.” It’s a middle-power strategy to build options under pressure.

And the pressure is real: the White House invoked Section 232 on processed critical minerals and set a negotiation window before tougher measures can follow.

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Chapters (Timeline → Leverage → Consequences)
0:00 The $2T boardroom in Vancouver (the hook)
0:48 Biggest move: a minerals bloc outside China
1:14 The 12-day sequence (Jan 13 → Jan 16 → Jan 25)
2:20 Riyadh: Canada–Saudi critical minerals MoU (processing)
3:24 Section 232: the U.S. ultimatum + 180-day window
3:38 Beijing: Canada–China deal (tariffs, canola, EV policy)
4:53 Vancouver: Western/Northern MOU (34 minerals, $2T leverage)
5:32 Not 3 deals — one coordinated offensive
7:17 The hidden timeline: the Oct 2025 232 report (Canada anticipated it)
10:02 Processing capacity is the real choke point
10:41 The EU angle: winning without moving
14:07 Who wins / who loses (and who gets blindsided)
17:39 Japan’s quiet win: technology leverage
20:44 The overlooked losers: Global South without refining
23:43 Dollar math: accelerating dedollarization trends
26:24 Three scenarios: slow decline vs sudden rupture
33:27 The next 30 days: paper… or power?
37:52 Wildcards: Australia / Greenland / China export ban
45:22 Bonus: Indigenous framework “back door”

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Built from public reporting, official statements, and data; some scene details and pacing are reconstructed for storytelling and analysis. Where figures vary across sources, they’re framed as estimates.

Sources:
• Natural Resources Canada — Canada–Saudi critical minerals cooperation MoU (Jan 13, 2026)
https://www.canada.ca/en/natural-reso...

• Prime Minister of Canada — Canada–China arrangement / tariff expectations (Jan 16, 2026)
https://www.pm.gc.ca/en/news/news-rel...

• Government of British Columbia — Western Canadian Critical Minerals Strategy MOU (Jan 25, 2026)
https://news.gov.bc.ca/releases/2026M...

• The White House — Section 232 / processed critical minerals action (Jan 2026)
https://www.whitehouse.gov/presidenti...

• Reuters — Canada/China trade arrangements and U.S. tariff threat context (Jan 26, 2026)
https://www.reuters.com/world/asia-pa...

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