In the world of Trumpian geopolitical trade stuff, three issues are very interesting to watch. (1) The strategic reset with Russia which could break the official western construct of financial control. (2) The proactive and defensive positioning of Mexico (desperate attempt to retain economic attachment), and (3) the certain dissolution of the USMCA what Canadians call CUSMA.
Canadian media are starting to realize something we have talked about on these pages for years; President Trump intends to end the USMCA because the USMCA was used as a fracture point to eliminate NAFTA.
Wall Street, the U.S. Congress, the massive K-Street lobbying network around the U.S. Chamber of Commerce and the entire political apparatus of business and industry would never permit the end to NAFTA; too many trillions at stake. So, President Trump replaced NAFTA with the interim USMCA, which was better but factually more useful in elimination of the original.
Now, as we have discussed by highlighting President Trump’s no-so-subtle words on the issue, the Canadian media is realizing the USMCA will be dissolved in favor of two independently negotiated bilateral trade agreements; one with Canada and one with Mexico.
🚨MAJOR BREAKING
Trump signals that he could EXIT from USMCA entirely.
This is EXTINCTION LEVEL to Canada.
He going to do it. I have a strong feeling about this.
We’re talking about 400,000 jobs and an instant severe recession! pic.twitter.com/X2uIQaJLQ3
— Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) December 4, 2025
(CTV) – U.S. President Donald Trump could decide next year to withdraw from the Canada-United States-Mexico trade agreement (CUSMA), Politico reported on Thursday, citing U.S. Trade Representative Jamieson Greer.
“The president’s view is he only wants deals that are a good deal. The reason why we built a review period into CUSMA was in case we needed to revise it, review it or exit it,” Greer told Politico’s White House bureau chief Dasha Burns in a podcast episode that airs Friday.
Greer also raised the idea of negotiating separately with Canada and Mexico and dividing the agreement into two parts in the podcast, adding that he spoke with Trump about that possibility just this week.
The White House, Canadian and Mexican governments did not immediately respond to Reuters request for comment.
Trump on Wednesday said that the CUSMA agreement – which faces an upcoming review- will either be left to expire or another deal will be worked out.
The USMCA, which replaced the North American Free Trade Agreement in 2020 and was negotiated during Trump’s first term as president, requires the three countries to hold a joint review after six years. (link)
I have talked to a lot of Canadians on the issues of economics and trade. As a result, I can say with complete sincerity that not since the COVID-19 examples of New Zealand (lockdowns) and Australia (vaxx), has a nation engaged in such a level of mass cognitive dissonance as the govt of Canada on the issue of economics and trade – in the past few years. It is stunning.
To understand the reality of the situation Here’s an IN-DEPTH LINK. Apparently, few really understand the full scope of the issues.
For those who have followed along with the U.S-Canada trade positioning, the current status of conflict between the Trump administration and the government of Canada is not surprising. {GO DEEP}
Going all the way back to the replacement of NAFTA, with the USMCA, President Trump always said he did not favor multilateral trade deals with multiple countries; instead, he preferred bilateral free trade agreements.
Some people have construed the bilateral preference of President Trump to be the elimination of globalism in favor of nationalism in trade agreements.
While the outcome of the Trump approach indeed aligns with that theme, it is not specifically the objective of President Trump to eliminate global trade, but rather to focus on specific interests in trade that benefit the unique nature of each party involved.
As a result, the USMCA -or CUSMA as said in Canada- is not in alignment with a bilateral free trade agreement, and the conflicted differences between trade with Mexico and trade with Canada are an outcome of this dynamic. The solution is simply to eliminate the multilateral in favor of the bilateral approach. This is the objective of President Trump as expressed.
There is zero leverage on the Canadian side of the trade negotiation, zero.
There is nothing that Canada provides to the USA that the USA cannot create, produce or secure independently. The nature of the economic relationship is entirely lopsided, with the USA getting nothing in return for the massive outflow of U.S. dollars (USD).
Our trade relationship with Canada is based on the U.S. government simply liking our northern neighbor and giving them terms and conditions for their economy to benefit from proximity. Take the friendship out of the equation, which is key to understanding the polar political ideology of the two nations, and there is simply not much reciprocal trade benefit.
Take away the soft wood lumber, we have our own. Take away the oil, we have multitudes of domestic production options. Take away the minerals, again we have both our own unused capacities and enhanced trade agreements with other Free Trade Agreement nations.
Then look at the possibility of a strategic U.S-Russia economic alliance, and all those contracted icebreakers take on new meaning.
Some may think this is an overly harsh view of our Canadian friends. However, the Canadian majority believes in climate change and unfortunately leftist politicians control their industrial economy [SEE HERE].
Climate change is a cult belief, and Canada is in the middle of a mass formation psychosis. Canada needs to get hard, stop this global warming nonsense, dispatch cultural Marxism and put deliberate men in charge.
A Canadian conservative is essentially a milquetoast politically correct Mitt Romney; not strong enough to make a difference.
The best thing President Trump can do for our Canadian friends is to help strategic regions while their overall GREEN ENERGY economy collapses around them. Then we hope guys like this surface to rebuild the Great White North.
Our deficit with them is only $35 Billion per year. The China backdoor is another issue.
A trade deal w Russia, including rare (not rare) earth’s would be a BLOCKBUSTER.
While we’re at it, I’d love to see our Feds set up a strategic reserve of rare earths… just in case.
the strategic reserve of rare earths and computer chips is way more important than oil these days
The only good thing that comes from Canada to the U.S. is coins from the Royal Canadian Mint.
And Crown Royal
Good analysis
“Great White North.”
There. You said it I like it. I hope you were not talking about snow.
https://www.reuters.com/business/aerospace-defense/russias-putin-hold-summit-talks-with-indias-modi-delhi-2025-12-05/
Meanwhile, per Reuters : “BRUSSELS/LONDON/OTTAWA, Dec 5 (Reuters) – The Group of Seven countries and the European Union are in talks to replace a price cap on Russian oil exports, with a full maritime services ban in a bid to reduce the oil revenue that helps finance Russia’s war in Ukraine, six sources familiar with the matter said.
Russia exports over a third of its oil in Western tankers – note : (mostly to India) and China – with the use of Western shipping services. The ban would end that trade, which is mostly done through the fleets of EU maritime countries including Greece, Cyprus and Malta.
Good, hopefully the EU further causes problems for themselves with their total BS sanctions. Sounds like a good opportunity for the US to increase the export of natural gas etc. The more the EU is isolated from normalcy with their uppity attitude about everything, the bigger the division between the EU globalists and the US
Look for the ship owners to change what flag their ships fly.
Don’t we need Canadian land to run oil pipelines from Alaska through?
Nah. We’ll just take it.
Actually, my comment was a serious one. Canada has every right to negotiate against whatever energy pipelines are crossing their provinces. Saying we’ll just take it is a flippant comment not worthy of a serious response. In my view this is a serious issue for the US that (I think) will need to be considered in any economic relationship negotiation.
it’s what you do.
The Trans-Alaska pipeline system runs between Prudhoe Bay, and Valdez Alaska where the petroleum is loaded into tanker ships. Crossing Canadian territory is not required.
Thanks for the info. What about the Keystone Pipeline? I know that pipeline – and its extension – definitely runs, or was planned to operate across Canadian soil. Looked it up on a bunch of websites and it’s unclear if the project is even operational.
The Keystone XL pipeline was the one proposed and shutdown in recent years. It was to be an an extension and upgrade of the existing Keystone pipeline system to transport more of that Canadian heavy sour crude to the Gulf coast for refining, hence the name.
It was quite a significant opportunity loss for the producers extracting the super heavy crude from the oil sands in places like Alberta with few other transport options. That stuff has such a large fraction of bitumen that it also needs lighter grades of petroleum mixed with it to pump it through a pipeline anyways. A lighter grade like that sweet light crude produced in quantity from hydraulic fracturing processes used in the States.
PDJT did it for us. Thank you GOAT PDJT.
Climate Alarmists, Media Whine They’ve Lost The Information War
https://greenjihad.com/2025/12/04/climate-alarmists-media-whine-theyre-losing-the-information-war/
More like the “Goremorons”
Well said, Sundance. Thank you!
“The best thing President Trump can do for our Canadian friends is to help strategic regions while their overall GREEN ENERGY economy collapses around them.”
Then we make them the 52nd state … after Greenland.
I, and others have posted YouTube links on this thread about Canada’s western provinces gathering momentum to make a move towards independence from Ottawa. This brings me to wonder if, when Trump suggested that the US should buy Greenland, it was not so much a move to buy that territory from Denmark as it was instead a loud signal to both Greenland and all the Canadian provinces that he would be open to discussions about their future, both economically and about their national sovereignty. He was sending a signal so loud that everyone could hear it. Everyone, that is, but the democrat/uniparty in the US and the liberal political insiders entrenched in Ottawa.
Where can I buy one of those hats?!?
Hey, Carney! – take off, eh?
What happens when President Trump leaves office though? NAFTA was always the brain child of George H. W. Bush and the Republicans in the 101st United States Congress. Of course, saxophone blowing Bill Clinton ratified it for George and both parties spent decades personally enriching themselves off the dismantling of the United States through “free” trade agreements. It was the biggest fire sale in American history! Doesn’t the uni-party simply direct everything back to the way it was before Trump after he leaves office? Honestly, when I see the Republican Party without Donald J. Trump right now, let’s just say that old Grateful Dead song Casey Jones comes to mind with respect to their chances with voters in the next couple of elections after 2027. Really, the only thing the GOP has going for them without President Trump is that the Democrat Party has descended into depravity. Of course, if President Trump does remove the federal income tax off all those making less than 200k a year on his way out well… who knows then? My crystal ball is broken, I need some parts. Tried Ebay and Amazon, can’t find them. It’s stuck on “Concentrate and ask again.”
Since these Trump trade deals are not ratified by Congress they are only agreements that can be undone by the next Democrat administration. Won’t the next Democrat president just restore USMCA?
Unless JD Vance succeeds Trump the next president will undo all the tariffs and restore USMCA. That includes RINOs like Niki Haley.
Canadian politicians live inside silos too. They only hear what their silo lets them hear, until WHAM they get caught totally by surprise.
Canadians, there’s no need to feel down
I said, Canadians, your Prime Minister is a clown
I said, Canadians, Trump’s gonna put your leaders all down
There’s no need to be unhappy.
Canadians, there’s a place you can go, I said
Canadians, as your losing your country & your dough you can
Cry there & I’m sure you will find
Many ways your leaders commit crime
Trump’s gonna break up the USMCA
Trump’s gonna break up the USMCA
We have everything for Canadians to enjoy
We can improve your economy are you listenin girls & boys?
Eventually parts of the whole of Canada will have to be absorbed by the United States. I know there is a lot of oppositions to this, but in a format that benefits the US it can be done.
The level of anti-Americanism in Canada is beyond the pale. It’s less because that’s how the people are and more of because there is only one LEFTIST side media that’s brainwashed people for generations.
This Anti-Americanism will lead a crumbling Canada to a place that will hurt America:
– large third world and Muslim migration
– Chinese infiltration
– funding for anti-American ventures
It’s already happening. The border is immense. The US will forever have a massive threat at its borders.
Imagine Chinese weapons 2 minutes from New York.
America doesn’t want to take Canada, but it may have to. It would have to be in a way where Canadians simply cannot vote for a generation or so until the brainwashing is removed… I don’t know. But geopolitically, Canada will probably become the most dangerous vector to the US since the Cuban missile crisis.
If you listen to many of the Canadian podcasters Canada is about to lose some of their provinces. Alberta, Saskatchewan, Manitoba, and British Columbia are in the middle of getting enough signatures to separate from Ottawa and the leftwing dingbat climate worshipers and their Premier . Especially Alberta who have already garnered enough signatures by their residence to become sovereign and independent countries OR become part of the USA! There is a delegation from the aforementioned Canadian Provinces visiting Washington and are in talks with the POTUS and several Congressmen. Wouldn’t that be a hoot! Something is coming in 2026 that may leave the lefty Premier Carney in the dust.
I literally don’t understand how stupid Canada is, and they didn’t see it coming. And Trump put Carney in a trap when Trump said to Trudeau well just absorb Canada. Carney did the typical European response retaliate. Trump is the funniest and smartest man we’ve known.