The discussion remains controversial depending on the location.  Generally, data centers located in rural isolation do not seem to be too controversial. However, data centers built in proximity to population centers stimulate a great deal of opposition.

Recently New York state banned the building of Data Centers as politicization of the construct has become somewhat of a Right/Left divide.  President Trump notes the importance of data centers:

(VIA TRUTH SOCIAL) – One of the biggest Driving Forces in the Future for Jobs, are Data Centers. They are big, strong, bold, and Money Machines for the State in which they are built. Governor Kathy Hochul, for political reasons, has terminated all Data Centers being built, or to be built, in New York State. These Companies are now being sought in Alabama, Florida, Texas, Arizona, and many other States. Both the Taxes and the Jobs amount to LIQUID GOLD! New York State has made a terrible decision.

All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs. They must pay for their own Water and Power, and any leftover goes back to the State and local Community. Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY. The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!”

~President DONALD J. TRUMP

The hardware side of the Data Center expansion is leading to increased revenue for raw material providers, chip makers, computer systems, fabrication shops, electrical components and construction.

At the same time, the software side LLM builders and AI companies are trying to figure out how to make stable profitability within the sector.

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The Bureau of Laor and Statistics (BLS) releases June inflation data [BLS RELEASE HERE].  Overall, the June rate of inflation decreased 0.4%, significantly faster than anticipated as energy prices and gasoline prices dropped.

Consumer demand on non-essential goods and services also contributed to a lowering of overall inflation as consumers continued holding back spending on products [Table 2].  Despite the tentative consumer spending, we should still anticipate significant GDP Growth in the second quarter as the value and volume of exports will push GDP statistics, despite consumer spending contraction.

[Table 1]

To be brutally honest, we are still in a painful cycle created by the Biden influx of illegal aliens, non-productive consumers, that have significantly exploited the U.S. economy.  Until that influx can be removed from domestic consumption, there will remain artificial, inorganic upward pressure on all prices.

Deport more illegal aliens, cancel more H1Bs and other visa exploits, and we should see inflation retract to pre-influx levels as well as a return to upward pressure on wages.  A net gain in domestic economic wealth can happen with significantly stronger efforts toward removals of illegal aliens (economic migrants) who are consuming at a level higher than the economic productivity associated with their existence.

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Barbara Boyd argues Trump is pursuing peace talks with Iran while warning the ceasefire is over and the U.S. will respond with crushing force if Iran interferes in the Strait of Hormuz. She says media claims that Trump is a warmonger are false, citing Trump’s regional “Board of Peace,” Iran’s long-term proxy war through Hamas and Hezbollah, and Iran’s uranium enrichment and nuclear ambitions.

The script describes U.S. strikes—Operation Midnight Hammer (2025) and Operation Epic Fury (Feb. 2026)—and claims these actions weakened Iran, shifted Gulf states against Tehran, enabled changes in Gaza and Lebanon, and collapsed Iran’s economy, leaving Hormuz harassment as its main lever. Boyd frames the conflict as part of a broader struggle against a London-centered “petrodollar” energy order and Net Zero policies, highlighting Trump’s energy expansion, economic metrics, and new nuclear and fusion initiatives as the future economic strategy.  WATCH:

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FACT: It has been over 60-years since Canada purchased a submarine.  FACT: Canada has never built one.  FACT: Currently the Canadian military have ONE operable submarine out of a fleet of four used ones previously purchased. FACT: Canada recently proclaimed themselves as the North American defender of the Arctic.

Now, put all those facts in the overlay of the December 2024 meeting in Mar-a-Lago between President Trump and Canadian Prime Minister Justin Trudeau.  President Trump was demanding that Trudeau increase their NATO spending and develop a working Canadian military.

Someone recently asked in the comments section why I have an issue with Canada, specifically why a new level of distain for our Northern neighbors.  Quite simply, there is a level of lying that exceeds my tongue bite capacity; that level of deceit comes when fabricating lies is accompanied by pretending. The Canadian government is the worst type of political abuser.  They willfully pretend and simultaneously lie to the Canadian people. That’s the answer.

Today, the government of Canadian Prime Minister Mark Carney announce that German industrial shipbuilder TKMS will be awarded a contract for “up to 12 submarines” valued between $20 and $30 billion {source link}.  Now, let’s not pretend.

First, the submarine contract is intended to get Canada back into reasonable position on their NATO obligations.

In reality, it is quite remarkable to think about the Canadian nation with only one currently functional submarine. “Canada hasn’t purchased unused submarines since the 1960s, during the Cold War, and has never ordered anywhere near 12 at once. Canada currently owns four subs, all of which were purchased second-hand, and only one of which is typically operational.” {citation} Now, think about that Mar-a-Lago conversation again.

Second, Canada can’t build their own submarines?

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Making his ninth trip to Europe since become prime minister 15 months ago, Canadian Prime Minister Mark Carney once again outlined his governing model to combat a U.S. administration that he claims has fractured the globalist norms.

During his press conference with Micheal Martin, Ireland’s taoiseach (Prime Minister), Carney once again built upon the idea of “middle powers” uniting together in common ideology against U.S. dominance until such a time as the U.S. government can once again return to a leftist ideology.

The specific objectives become clear about halfway through the presser today as Carney notes the importance of grouping nations together who agree on climate change, energy controls and the green agenda.

Canada’s alignment with Europe is seemingly centered on the net-zero carbon model.  This perspective makes sense from Carney as it is the same priority he’s carried since his time as governor for the Bank of England.  WATCH:

As the former Governor of the Bank of England and Bank of Canada, Carney used his platform to position climate change as a systemic financial risk.  He then championed the view that private capital must be the primary tool to force an economic energy transition. [Post-COVID this was known as “Build Back Better.“]

President Trump’s perspective and the majority American view on climate change and energy development is against the core professional effort of Carney and the banking interests he has always represented.  This becomes very important to understand as the U.S-Canada conflict is about to hit an inflection point.

HISTORY: Through the “Net Zero” Banking Alliance (NZBA) Mark Carney pushed banks to agree with policies and protocols that forced them to set lower lending targets to high-carbon industries and clients.  The goal was to force companies to ‘decarbonize’ or find themselves starved of capital.

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Mike Steger takes less than 20-minutes to walk through a year of President Trump’s multifaceted U.S. manufacturing policy initiatives that have positioned the U.S. economy for a massive surge in growth. Steger recaps several consequential moves by President Trump and his cabinet to fundamentally change economics in the Western Hemisphere. Each point is well delivered and well presented.

Steger then overlays the economic moves with the geopolitical moves in Venezuela (oil), Cuba (communism ended), Mexico (cartels, traffickers and corruption), Canada (globalism confronted) and finally Greenland (a new consulate is created). Put together, Steger notes how all of these move’s work together with a massive surge in energy, technology and productivity to create a hemispheric powerhouse within the United States. WATCH:

TIMESTAMPS
00:00 Intro
01:10 Volcker and the Origins of Globalization
02:30 NAFTA and the Collapse of Industrial America
04:05 Liberation Day and the Tariff Battle
05:30 China’s Rare Earth Weapon
06:45 Rebuilding American Industry

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Sky News economics and data editor Ed Conway has produced another short and information filled segment looking at how the U.S. become the biggest oil producer in the world.  Well worth the 5-minutes and helps to contextualize many of the geopolitical shifts currently underway.  WATCH:

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When you factor in the U.S. control over Venezuela oil production, well, things look even stronger.

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I never quite understood just how controlled the information flow is inside Canada until about two years ago when we began closely monitoring Canadian positioning for the upcoming USMCA (CUSMA) renegotiation/cancellation.  It quickly became obvious the majority of Canadians have no idea why it is almost a certainty the U.S. would exit the trilateral arrangement and position for a bilateral free trade agreement.

In the two years that have passed, now we see a few Canadians starting to realize the core issues of trade conflict that make any FTA between the U.S. and Canada almost impossible.  The largest issue centers around Canada’s net-zero carbon legislation that now completely disconnects them from aligned North American energy policy between the U.S. and Mexico.

A trilateral agreement requires core alignment on industrial manufacturing, and that requires similar abilities & similar energy policy.  You cannot make steel, iron and aluminum without coal and gas.  You need joules for heavy industrial manufacturing that cannot be achieved without exploiting coal, gas or oil (carbon materials).  Canada’s energy policy no longer aligns with industrial manufacturing. This core issue cannot be resolved at the current level of energy policy in Canada.

There are other issues like Canadian trade deals with China, non-tariff barriers, legislated rules over intellectual property and other points of significant friction that make alignment within North America challenging. However, the energy component makes compatible trade impossible.

In the interview below, U.S. Ambassador to Canada Pete Hoekstra appears on a podcast with David Leis, for a blunt conversation about trade, pipelines, critical minerals, China, and why the U.S. is growing frustrated with Canada’s direction.  At the end Hoekstra even explains why he is doing Canadian podcasts; because information within Canada is restricted by the government control of media – and that explains why most Canadians are clueless about the issues.

I’ve prompted the interview to the point that gets into the details. If you are interested to be fully understanding of what is coming, this is a solid reference point. Also, if you have financial investments associated with Canada or any system that is connected to the economic relationship between the U.S. and Canada, you need to watch this interview to proactively defend your financial interests.  VIDEO PROMPTED:

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Watch it or listen to this roughly 30 minutes (prompted) as you cook, drive or go about your day. But listen to it and see the disconnect between Canada and the USA as outlined.  Things are going to get much worse in this relationship as the finality of it all suddenly starts to sink in north of the border with the average Canadian.

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This is not good news for Canada who appears to be hoping that leftists in congress will support the Canadian position on retention of the USMCA trade deal.  However, the position of the United Auto Workers and their President Shawn Fain works perfectly with the position of President Trump and U.S. Trade Representative Jamieson Greer.

The UAW leadership supported Kamala Harris in 2024, and they carry a lot of sway with Democrats in congress.  In fact, it is entirely possible the 20 Democrat Senators who wrote a letter to USTR Greer about getting tough on Mexico and Canada, may have been responding directly to what UAW President Shawn Fain is demanding.

The UAW rank and file align with President Trump and their leadership, despite their roots of alignment with Democrats, support the trade tariff approach by President Trump.  All of that nuanced interest now begins to assemble quickly, and the political leverage plan of Canadian Prime Minister Mark Carney looks weaker by the day.

Wall Street Journal – As North America’s trade treaty approaches renewal or renegotiation this summer, United Auto Workers President Shawn Fain slammed the deal and called on the U.S. to upend it—or scrap it altogether.

Fain’s position pits the 400,000-member union against both the American and foreign-based automakers that are calling on the U.S. to preserve the U.S.-Mexico-Canada trade treaty, or USMCA.

[…] Fain blamed USMCA and its predecessor, the North American Free Trade Agreement, for the loss of millions of American auto manufacturing jobs over the last several decades.

“Where it didn’t eliminate jobs entirely, it slashed wages and benefits,” said Fain, wearing a “Kill NAFTA” T-shirt on a video call. “There is no future for the U.S. working class that doesn’t address the free-trade disaster.”

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Somewhere along the path to the inevitable dissolution of the USMCA trilateral trade agreement, reality will set in for Canada.  Until then, denial is the preferred course of action from Prime Minister Mark Carney.  Not since COVID-19 have we witnessed an intellectual disassociation happening over such a large sector of a population.

According to the latest media reports, Prime Minister Mark Carney is set to announce a new Canadian Trade Advisory Council that will strategize the best moves within each sector of the Canadian economy to deal with the United States USMCA renegotiations.  Even at this latest date, the Canadian government is still under the belief they can negotiate themselves into a position where their status within the USMCA (CUSMA) will be retained.

Simultaneous to this announcement, the one best hope the Canadians have relied upon is also evaporating.  However, before discussing that aspect, let’s first look at the advisory council.

CANADA – Prime Minister Mark Carney is expected to unveil a new advisory council focused on Canada-US trade relations as Ottawa attempts to salvage Canadian-US trade amidst Donald Trump’s aggressive tariffs. According to reports, the council will bring together major business leaders, labour representatives and former politicians to advise the federal government ahead of the scheduled review of the Canada-United States-Mexico Agreement (CUSMA).

[…] While the entire list of figures present on the council has yet to be announced, the Government of Canada first announced the advisory committee in April 2026, and released a partial list of members. Members reportedly include Conservative leader Erin O’Toole, former Quebec premier Jean Charest, and other representatives from sectors such as energy, manufacturing and forestry. There are also multiple high-level Canadian executives present on the list released by the Prime Minister’s office on April 21. The committee will be chaired by Dominic LeBlanc, who currently serves as minister responsible for Canada-U.S. trade and intergovernmental affairs. According to the Prime Minister’s Office, the council’s role will be to provide strategic advice and industry expertise as Canada prepares for negotiations under the umbrella of Donald Trump’s renewed tariff threats.

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