Unifor calls the moment “the fight of our lives” as U.S. tariffs, a stalled CUSMA and Chinese electric vehicles converge on a Canadian auto sector already down thousands of jobs. WINDSOR, Ont., July 27, 2026. Canada’s auto sector has become the sharpest edge of the country’s trade conflict with the United States, and the union…
Trump’s Section 338 order sweeps cosmetics, paper, chemicals and hockey sticks into a 50 percent tariff, and Canadian manufacturers warn of a rocky road Peacock Tariff Consulting, Canada Trade Desk. Toronto. Filed July 24, 2026. TORONTO, July 24, 2026. A new American tariff order threatens roughly 28 billion Canadian dollars in annual exports and, for…
Two fires last year proved extremely disruptive to the auto industry, idling roughly 40% of America’s automotive aluminum sheet supply and forcing Ford to absorb a charge of up to $2 billion When Novelis confirmed on June 10, 2026 that its Oswego, New York hot mill was running again, the announcement read like a routine…
A free-trade partner that pays more than countries with no free-trade deal at all There is a peculiar arithmetic at the heart of North American trade in the summer of 2026, and it has Mexican negotiators quietly furious. Mexico is the United States’ closest manufacturing partner, the largest single source of imported cars on American…
An analysis of the benefits and costs of the agreement entering annual review, written July 1, 2026 Executive Summary On July 1, 2026 – the sixth anniversary of the Canada-United States-Mexico Agreement’s entry into force – the mandated joint review under Article 34.7 concluded without the unanimous confirmation required to extend the agreement for a…
Introduction: The Nearshoring Imperative Nearshoring, the practice of moving manufacturing and sourcing operations from distant overseas locations to closer countries, has emerged as one of the most significant supply chain trends of the decade. Driven by tariff pressures, supply chain disruption risk, rising logistics costs, and a desire for greater operational control, businesses across industries…
Manufacturing in the Age of Tariff Volatility Manufacturers have fixed production processes and customer commitments that constrain their ability to respond to tariff changes. But they also have more optimization levers available than other importers. Assessing Manufacturing Tariff Exposure Bill-of-materials analysis for key products. Model tariff impact on product-level profitability. Assess competitive exposure relative to…
Tariffs as a Supply Chain Risk Factor When tariff rates can change by 25 percentage points in weeks, tariffs become a dynamic risk factor demanding the same attention as any other supply chain threat. Tariff risk is driven by identifiable political and economic forces that can be anticipated and managed. Identifying Your Tariff Risk Exposures…
Executive Overview: Defence Spending as Industrial Policy Catalyst Canada’s commitment of over 240 million dollars in Defence Industry Assistance funding, combined with the 6.6 billion dollar Build-at-Home Defence Strategy, represents a deliberate industrial policy designed to shift defence procurement toward Canadian-based manufacturing and develop domestic capacity in advanced manufacturing, innovation, and supply chain resilience. This…