Canada Caught Between Trump, China and a Trade War

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Canada is being squeezed from every direction: U.S. trade restrictions, China’s rare-earth leverage and mounting global energy pressures.

Could this fight reshape Canadian business, AI investment, oil prices and the future of Canada-U.S. relations?

In this episode, we break down:

• What the latest Trump-Xi talks could mean for global trade and rare-earth minerals
• Why access to critical minerals matters for AI, semiconductors and technology investment
• How Canada-U.S. trade tensions are hitting Canadian alcohol producers and other businesses
• Peter Navarro’s warning over Canadian activity ahead of the U.S. midterm elections
• Why northern U.S. border states are becoming a major part of the Canada-U.S. trade debate
• The growing pressure from oil prices and what higher energy costs could mean for Canada
• Why Canada and the United States remain deeply economically connected despite the political fight

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• Hosts: Mike Wixson, Paul Micucci, Jim Lang

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Timestamps:

• 00:00 Trump, Xi and the U.S.-China trade fight
• 03:21 Iran, tariffs and shifting global negotiations
• 05:07 AI, rare-earth minerals and the technology race
• 07:30 Are markets ignoring the risks to AI investment?
• 09:00 Canadian steel, pipelines and trade dependence
• 09:40 Canadian alcohol producers feel the pressure
• 13:36 What happens to Canada’s liquor industry?
• 16:18 Peter Navarro warns Canada over U.S. politics
• 19:21 Border states and the economic impact of tariffs
• 22:08 Rising oil prices and Canada’s economy
• 25:08 Canada-U.S. dependence in a changing world

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Pillars: Economy

#CanadaEconomy #TrumpTariffs #CanadaUS #TradeWar #Geopolitics