The White House Office of Trade and Manufacturing released an extensive report this week identifying the major nations who enable China to transship goods into the U.S market in an effort to avoid tariffs. [REPORT HERE]
Within the report several nations and regions are identified as being used by Chinese manufacturers to avoid U.S. customs and duty enforcement mechanisms. However, both Canada and Mexico are cited as primary enablers of the process.
The issue strikes at the heart of the problem identified long ago with the NAFTA agreement, and the problem only worsens when the USMCA provisions on country of origin are not enforced.
When you remove oil and lumber, the majority of Canada’s manufactured exports to the USA contain Chinese component parts and this has been the source of much friction in the current trade negotiations. The manufacturing supply chain within all free trade agreements only works when the source of component goods is accurately recorded.
Slowly she builds her performance outrage, methodically working through the talking points afore her. Full dramatic acting on display. Lips pursed, bladed eyebrows angled, contempt tone triggered and the intent obvious.
NIH Director Dr. Jay Bhattacharya appears on CBS Face the Nation to discuss Mexican poop lettuce, Mexico poop peppers, Illegal Alien measles spread and the weaponized information from health ‘administrators’ around the COVID-19 vaccine. Obviously, with Media Patron Saint Anthony Fauci facing scrutiny, Margaret Brennan defends Fauci as she would if the Lightbringer, Chicago Jesus was disrespected. Combative video and Transcript below:
[Transcript] – MARGARET BRENNAN: We’re joined now by the Director of the National Institutes of Health, Dr. Jay Bhattacharya. Good morning to you, doctor.
NIH DIRECTOR DR. JAY BHATTACHARYA: Good morning.
MARGARET BRENNAN: And we should mention you are also helping to run the CDC until the new director is sworn in as well.
DR. BHATTACHARYA: Until next Wednesday, yes.
MARGARET BRENNAN: Until next Wednesday. So let me ask you about a number of things that I think people at home are worried about, particularly around the food supply. The cyclospora outbreak linked to iceberg lettuce from Mexico is now in 15 states. There were two deaths this week due to it. Yesterday, USDA issued an alert for a range of products that may have salmonella, including meat and poultry. 27 states are affected by salmonella, possibly linked to jalapeños, but cilantro, red onion, avocado, also listed in the CDC notice. Albertsons, a grocery store, just recalled some items. There’s risk of salmonella in eggs in Texas, according to the CDC, and then you have the screwworm outbreak affecting beef. This is overwhelming for someone going into a grocery store right now. Why do they seem out of control?
Senator John Curtis says, “Utah employers tell me time and again how difficult it’s become to find enough workers to meet growing demands.” Where, “Utah employers” is more accurately described as the U.S. Chamber of Commerce.
As a consequence, Senator Curtis (Utah) and Senator Mark Kelly (AZ) are proposing that individual states should have the right to issue H1B visas and import foreign workers without the federal immigration program in control. As the narrative is sold, there are no Utah Americans to fill the jobs available. That’s their story and they’re sticking to it.
On the bad news side, there is no issue that shows the disconnect between the American public and federal politicians at a greater disparity than the issue(s) surrounding immigration and the various work visa programs. On the good news side, if you look at the comments toward ideas represented by Curtis you see about a 9/1 ratio against them.
Unfortunately, the DC politicians will not listen to the 90% against them, because they have unlimited power and affluence as delivered by multinational corporations and lobbyists like the U.S. Chamber of Commerce (US CoC); the modern inverted Fascism.
Secretary of State Marco Rubio speaks to reporters ahead of his trip to Manila, Philippines. Secretary Rubio is departing from Joint Base Andrews to attend the 59th Association for Southeast Asian Nations (ASEAN) Foreign Ministers’ Meeting set to take place this week.
Secretary Rubio spoke about a number of topics and was questioned about the ongoing Iran conflict in the Middle East. This comes as the United States continues to launch attacks on Iran through the weekend. WATCH:
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Within the interview there was a question about the FIFA World Cup attendance by President Trump, Prime Minister Carney and President Sheinbaum; essentially about relations. Secretary Rubio interestingly notes that Sheinbaum attended despite having significant challenges in Mexico right now. The tone and intonation of the remark imply something much more significant happening in the background than is currently visible to the general public. Worth watching.
Something serious is happening within Mexico that is straining/complicating our broader geopolitical support for the Sheinbaum administration. Recent events have not made headlines, but what Rubio notes is likely related to a significant shift in cartel activity. {SEE HERE} and {SEE HERE} and {SEE HERE}.
Both Toyota and Honda had previously warned the Canadian government that without the USMCA they would shift production from Canada to the U.S. to avoid tariffs and secure long-term manufacturing stability. We presume a similar message was conveyed to Mexico.
Earlier today Toyota announced they were moving half of their Tacoma Truck production from Mexico to an expanded facility in Texas that will now encompass 5 million square feet in San Antonio.
(Bloomberg) — Toyota Motor Corp. is moving production of its popular Tacoma midsize truck from a plant in Mexico to San Antonio as part of a $3.6 billion investment in the Texas facility.
The Japanese carmaker will build a second production line in San Antonio, where it currently makes full-size pickups and SUVs, and add some 2,000 new jobs by 2030, it said Monday.
The shift, following Toyota’s pledge last year to spend $10 billion on its US manufacturing operations over the next decade, comes as talks between the US and Mexico to renew a North American free trade agreement have stalled. President Donald Trump, who has pressed Toyota to invest more in the US, let a July 1 deadline pass without a trade pact extension.
The media and Canadian government discussions around the U.S-Canada trade and economic relationship, specifically as they pertain to the USMCA (CUSMA) continue to be fascinating.
As we noted over a year ago, the expressed perception from the Canadian side was remarkably disconnected from the most likely scenario.
The level of entrenched disbelief that the U.S. could completely separate from a trilateral trade deal in favor of a bilateral replacement has been remarkable to watch.
However, for the first time today Canadian media began admitting to themselves the USMCA can technically be terminated within six months; albeit buried at the end of the article.
GLOBAL NEWS – […] “I’m not in a position to guarantee anything. These decisions are made at the White House. They are made by the president,” Hoekstra said.
His comments come just days after the Trump administration declined to extend the trilateral pact with Canada and Mexico for a new 16-year term, citing what the U.S. calls “shortcomings” and “trade deficits.” Mexico and Canada both publicly pushed for a renewal.
U.S. President Donald Trump suggested last month that the U.S. is “better without” CUSMA, and that he’d even prefer to see it “terminated.”
When asked by Global News, Hoekstra would not say if the administration is considering ripping up the deal, which can be done by any party with six months’ formal notice.
I’ve said it before, U.S. Ambassador to Canada Pete Hoekstra is the most underpaid U.S. emissary sent to a hostile nation and constantly surrounded by threats, bitterness, anger and hatred.
It would be easier to be U.S. ambassador to North Korea.
There is so much nuance inside this interview, it is remarkable.
Ambassador Hoekstra tries in his best diplomatic form to tell the two Canadians Michael LeBlanc and Dr. Sylvain Charlebois about the underlying nature of the U.S-Canada trade conflicts. However, in typical Canadian fashion both indoctrinated interviewers are curiously stumped by the points Hoekstra presents. I am prompting this one because you also need to see the body/facial language. WATCH:
[SIDENOTE: The Canadians needed to turn off the comments on YouTube because Canadians are angry, bitter, abusive, vulgar and nasty in every comment section on the subject of U.S-Canada relations.]
Canada’s greatest strategic weakness is what Canadians call their greatest strength, pride.
There is a big difference between being proud and being prideful. The Canadian worldview is based on the latter.
U.S. Trade Representative Jamieson Greer has made it official. Delivering an official statement today following a discussion between the United States, Mexico and Canada, USTR Jamieson Greer informed the group the USA will not be renewing the USMCA trilateral trade agreement. [SOURCE]
Unfortunately, yet predictably given how much false information has been pushed on this issue, the Canadian team will now believe they have a period of ten consecutive years of negotiation before the trade deal is over. This is structurally and completely false. The Canadian media will likely continue selling this false hope.
In reality, with the non-renewal announcement now made, President Trump and USTR Greer can now complete the bilateral trade discussions with Mexico (noted in the announcement) and then move to stage two.
Stage two will be the United States announcing a complete withdrawal from the USMCA, which triggers a six-month countdown clock. The formal notification of withdrawal will likely happen once the U.S. and Mexico complete the bilateral free trade agreement.
The Canadian dollar is starting to feel the effects of long-term uncertainty. It will get worse.
...”Since the start of June, the currency has weakened 2.9%, which would be its steepest monthly decline since October 2024, as Canadian bond yields fell further below U.S. yields.”… {source}
Now, this is where you really need to pay attention to details. Remember, the U.K and EU have a vested interest in protecting Canada from economic collapse.
President Trump doesn’t want immediate collapse either -because Xi will move in fast- but Trump is not going to provide the same financial and economic lifelines that the other four-eyes will trigger.
Reuters is reporting that tomorrow the U.S. will formally declare a “non-extension” of the USMCA trade agreement {ARTICLE} and that triggers a 10-year period to decoupling. It is very important to understand there is a difference between announcing a “non-extension” and announcing a “withdrawal“. The Canadians are completely confused about what is about to happen.
In a non-extension announcement, the USA is saying they do not want to extend or renew the terms of the agreement beyond the current trade agreement terms. Yes, this is a 10-year exit. However, that’s not the part that matters. Announcing a decision to exit the USMCA (CUSMA), a full withdrawal from the trilateral deal, triggers a six-month countdown to exit.
The deadline to announce the decision to extend is tomorrow, July 1st. There is no deadline on the timeline to announce an exit or withdrawal from the USMCA. That announcement can happen at any time.
Put simply, announcing a non-renewal is a 10-year exit. Announcing a withdrawal is a 6-month exit. The announcement to withdraw can come at any time after the statement of non-renewal.
What is proposed below is regulatory, lawful and entirely intended to create hardships and burdens. Thus, a new era in State Department visa requirements respond to newly established guidelines by the Supreme Court.
As a pragmatic and patriotic American I respectfully suggest and recommend the U.S. State Department immediately institute the “Roberts Requirement” following similar visa entry protocols previously used for COVID-19 tests prior to U.S. admittance.
The Roberts Requirement: Each female visa applicant must present a valid negative pregnancy test taken no longer than 10 days prior to travel to the United States.
The certified document, negative pregnancy test, together with all related visa approvals must be presented to Customs and Border Patrol at each port of entry. Failure disqualifies the traveler.
This is the same protocol as COVID-19, only using pregnancy status as the disqualifying health issue. It is a lawful regulation, born from a new standard established by the Supreme Court, that does not need congressional approval.