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How the NAFTA/USMCA 2025 Review Underpins President Trump Remarks on Canada

Only President Trump could get the Canadians to vote for an exit to the USMCA, and he did it brilliantly.

To understand President Trump’s position on Canada, you have to go back to the 2016 election and President Trump’s position on the NAFTA renegotiation.  If you did not follow the subsequent USMCA process, this might be the ah-ha moment you need to understand Trump’s strategy.

During the 2016 election President Trump repeatedly said he wanted to renegotiate NAFTA, the North American Free Trade Agreement.  Both Canada and Mexico were reluctant to open the trade agreement to revision, but ultimately President Trump had the authority and support from an election victory to do exactly that.

In order to understand the issue, you must remember President Trump, Commerce Secretary Wilbur Ross and U.S. Trade Representative Robert Lighthizer each agreed the NAFTA agreement was fraught with problems and was best addressed by scrapping it and creating two seperate bilateral trade agreements. One between the USA and Mexico, and one between the USA and Canada.

In the decades that preceded the 2017 push to redo the trade pact, Canada had restructured their economy to: (1) align with progressive climate change; and (2) take advantage of the NAFTA loophole.  The Canadian government did not want to reengage in a new trade agreement.

Canada has deindustrialized much of their manufacturing base to support the ‘environmental’ aspirations of their progressive politicians.  Instead, Canada became an importer of component goods where companies then assembled those imports into finished products to enter the U.S. market without tariffs.  Working with Chinese manufacturing companies, Canada exploited the NAFTA loophole.

Justin Trudeau was strongly against renegotiating NAFTA, and stated he and Chrystia Freeland would not support reopening the trade agreement.  President Trump didn’t care about the position of Canada and was going forward.  Trudeau said he would not support it.  Trump focused on the first bilateral trade agreement with Mexico.

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Watch Longshoremen Union – A Predictable Democrat Strategy to Weaponize Absent China Goods in Coming Months

[AUTHORS NOTE: Having attended the ASEAN conference to make contacts, after a brief respite at home I spent the past several weeks traveling Southeast Asia to research the likely impact from Trump’s tariff and global trade reset. Visits included manufacturing and distribution facilities in the Philippines, Malaysia, Thailand, Vietnam, Cambodia, Sri Lanka and South Korea. What I will share with you in the next few months is an overview from direct first-hand discussions, contrast against the MSM financial media outline.]

The predictable doomsday Wall Street Journal narrative includes a forecast for a massive drop in exports from China as shipping conglomerates begin to outline a drop in trans-pacific sea cargo and container carriers.

What I would say to concerned Americans is to filter out the political narrative and remind yourself of the expanded footprint throughout SE Asia that Beijing has already established.  Chinese companies, many of them subsidized by the CCP, are pre-positioned to begin transnational shipping. I have witnessed it first-hand.  However, here’s the WSJ narrative as it begins.

WSJ – The number of ships sailing from China to the U.S. laden with clothes, electronics, furniture and other goods is plunging, as an accelerating number of cargoes are canceled.

The scrapped sailings come after the Trump administration ratcheted up tariffs on China while giving a three-month reprieve on punitive levies for much of the rest of the world.

At the Port of Los Angeles, one of America’s biggest gateways for imports from China, executive director Gene Seroka told port officials Thursday that he expects a 35% drop in import volumes in two weeks “as essentially all shipments out of China for major retailers and manufacturers has ceased.”

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President Trump to Hold 100th Day Celebration in Michigan – Auto Tariff Focus

President Donald Trump will be holding a celebration of his 100 days in office during a stop in Michigan.  It makes sense to pick Michigan as the auto industry is representative of the Trump global trade reset and tariff program.

So far, eleven new or expanded U.S. automotive factories have been announced as major automakers seek to establish production lines in the USA to avoid 25% auto tariffs.  The latest announcement was from Toyota, for expanded facilities in West Virginia.

“Toyota Motor Corporation’s North American manufacturing subsidiary, Toyota North America Inc, announced this week that it plans to invest a further US$88 million in its West Virginia plant in the US to assemble its next generation of hybrid transaxles.” {source}

Additionally, South Korea is on the losing end of negotiation leverage due in large part to their position within the auto sector.  Japan has already had preliminary discussions with the Trump administration on a new free trade agreement. Now we see South Korea coming to the table for the agreement outline today.

(Reuters) – A South Korean delegation will meet U.S. counterparts on Thursday for an opening round of trade talks, with cooperation on shipbuilding and energy expected to be on the agenda, and possibly shared defence costs, as Seoul seeks lower tariffs.

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President Trump Takes Questions from Media During Oval Office Presser

Wednesday, President Trump held an executive order signing ceremony in the oval office and took questions from the media on current topics.  Video Prompted:

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President Trump notes the economic team have been in contact with 90 countries from around the world who have called to renegotiate trade agreements.  Additionally, Trump notes that 11 new automotive assembly plants have been announced by car companies in order to avoid U.S. tariffs.  That’s a lot of American jobs.

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Tucker Carlson Interviews Canadian Politician Maxime Bernier

Ahead of the upcoming election, Tucker Carlson interviews Canadian government official, Maxime Bernier.

In the background of the conversation the leading candidates for Prime Minister, Mark Carney and Pierre Poilievre both hold similar trade and tariff views, both support a new alignment with the EU, and both support cultural Marxism.  Canada has their own version of the UniParty.  WATCH:

Chapters:

0:00 Who Was Justin Trudeau Really Working For?
7:53 the Invasion of Canada
9:19 Pierre Poilievre Is a Fraud
13:25 The Attempts to Destroy Christian Countries
15:51 The Trade War Between Canada and the US
20:03 The Canadian Government’s Ridiculous Climate Change Agenda
21:59 China’s Control Over Canada

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President Trump Welcomes El Salvador President Nayib Bukele to the White House – Video

El Salvador President Nayib Bukele has been a key strategic ally for the Trump administration in support of the deportation and repatriation of hundreds of criminal aliens and gang members from the region.

Beginning in 2012, supported by President Obama, thousands of criminal gang members from south and central America flooded into the USA.  In 2017, President Trump began to secure the border; however, in 2021 Joe Biden made the entry of alien gang members even easier.  In 2025, President Trump is utilizing President Bukele and his maximum detention centers in El Salvador to reverse the flow and remove the gangs.

President Bukele has initiated major criminal justice reform in the nation of El Salvador, liberating millions of people who were terrorized by the criminal element. Today President Trump thanked Bukele for his partnership in the White House and held an open press assembly.  WATCH:

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NEC Director Kevin Hassett Outlines Details of Global Tariff Strategy

White House National Economic Council Director Kevin Hassett appears on Fox Business to discuss President Donald Trump’s tariff agenda, semiconductor imports, the administration working on new trade deals and the impact of the global trade reset on China.

Happy warrior Kevin Hassett notes numerous countries are ready to sign new deals with the USA and there will likely be some group announcements very soon.  WATCH:

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Hassett also answered questions outside the White House to the media pool.

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Stephen Miller Reiterates Tariff Strategy Around Section 232 National Security Products

In addition to Howard Lutnick, Peter Navarro and Kevin Hassett explaining the nuances of Section 232 tariff exemptions, White House Senior Policy Advisor, Stephen Miller, appears on Fox News to deliver the same message.

Steel, Aluminum, Automobiles, Pharmaceuticals and components for semiconductor manufacturing all fall under the Section 232 “National Security” tariff umbrella. Meaning, the products within each of those sectors of manufacturing are handled ¹differently from all other tariffs as executed.  WATCH:

[¹NOTE: This approach could present a problem in future lawsuits, because the administration is now beginning to define what is classified as a ‘national security’ product. Lawfare operatives will likely say in court that all other tariff sectors (not 232) are controlled by congress, not the President; at least that will be their predictable argument. The administration will counter by arguing all other sector tariffs are directed in response to the Fentanyl crisis, which is again described as a “national security” threat.]

President Trump released the following statement on Truth Social:

NOBODY is getting “off the hook” for the unfair Trade Balances, and Non-Monetary Tariff Barriers, that other Countries have used against us, especially not China which, by far, treats us the worst! There was no Tariff “exception” announced on Friday.

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Sunday Talks: Economic Council Director Kevin Hassett Explains China and Global Tariff Distinctions

You can watch Jake Tapper’s brow grow increasingly furrowed in real time as White House Economic Council Director, Kevin Hassett, smiles through the narratives and talks clearly about what is happening with President Trump’s tariff agenda.

This is a REALLY good interview.  Kevin “quokka” Hassett just keeps outlining clear examples of what regional tariffs are happening and why there are distinctions.  The interviewer Jake Tapper keeps trying to throw confusion at Hassett, who smiles and explains the reason why Tapper’s framework is silly. WATCH:

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Sunday Talks: Secretary of Commerce Outlines Purpose of Tariff “Exemptions” – Sector Specific Tariffs Coming Soon

Commerce Secretary Howard Lutnick appears on ABC This Week, to explain and clarify the purpose of the recently announced tariff exceptions.

According to the explanation, there are two “sector specific” tariffs in Semiconductors and Pharmaceuticals that will be announced in the next few months.  The recently announced “exemptions” are products that will be included in the sector specific tariffs that are also identified as “non-negotiable” tariffs.

Semiconductor items, automobiles, steel and aluminum as well as pharmaceutical products will fall under categories or ‘sectors’ of products that will be non-negotiable in all trade agreements for the tariff levy applied.  Any nation who enters negotiations for new Free Trade Agreements (FTAs) will not be permitted to negotiate trade on semiconductor products, automobiles, steel, aluminum and medications.  WATCH:

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