Canada’s Trade Shift: What the ‘59% U.S. Dependence’ Really Reveals

Описание: #trump #canada #china
Canada’s trade patterns have been shifting amid renewed tariff talk and political tension, and energy exports are becoming a key part of that story. In this video, we look at what trade and shipping data suggest about Canada’s diversification beyond the U.S., and we separate confirmed figures from estimates and commentary.
Reports and market data indicate that by late 2025, Canadian exports to non‑U.S. destinations strengthened, with Asia (including China) playing a larger role for certain commodities. We break down the specific numbers being cited—such as export changes attributed to tariffs, the “recovered” share of lost exports, and claims about the destination mix for Alberta crude shipped by sea—and explain what those metrics actually measure and what their limitations are.
Finally, we connect the trade shift to infrastructure constraints and capacity, including how the Trans Mountain expansion may affect routing options and bargaining power. The goal is analysis, not hype: what’s clearly supported by data, what’s plausible, and what’s still uncertain.

Timestamp:
0:00 - Trump's Tariffs Backfire: Canada's Secret Asia Pivot
1:45 - The $11 Billion Recovery Nobody Saw Coming
4:15 - Trans Mountain: The Pipeline That Changed Everything
6:30 - Where Canadian Oil Actually Goes Now (59% to China)
9:00 - The Infrastructure Trump Tried to Kill But Couldn't
11:45 - Why Canada Now Has Leverage It's Never Had Before
13:00 - Manufacturing Job Comparison: US Lost Twice As Many

SOURCES REFERENCED:
Canada's State of Trade 2025 Report (oil export data)
Globe and Mail economic analysis ($11B recovery, 27 trading partners)
Oxford Economics assessment (Tony Stillo, Director Canada Economics)
Trans Mountain pipeline capacity data (300K → 890K barrels/day)
Canadian manufacturing employment statistics (March-December 2025)
Prime Minister Mark Carney public statements (December 2025)

DISCLAIMER:
This video presents analysis based on publicly available trade data, economic reports, and government statements. All claims are attributed to named sources or documented evidence. Analysis represents interpretations of economic trends and strategic implications.

#trump #canada #china