🇨🇦

Canada

⚡ Actively retaliating against US tariffs

Canada is America's closest trading partner and ally, with over $762 billion in two-way trade in 2024 and the longest undefended border in the world. The imposition of 25% IEEPA tariffs — 10% on energy — in early 2025 marked the most dramatic rupture in the bilateral relationship since the War of 1812.

💡
Canada is actively retaliating against US tariffs, putting $351.4B in American exports at risk. With a 25% tariff rate (up from 0.0%), American consumers and businesses are paying billions more for Crude Oil from Canada.

Current Tariff

📊

25%

Was 0.0%

US Imports

📥

$410.6B

2024 total

US Exports

📤

$351.4B

2024 total

Trade Balance

⚖️

$-59.2B

US deficit

Trade Flow (2024)

Tariff Rate Change

📈 5-Year Import Trend

📋 Trade Relationship Analysis

Canada is America's closest trading partner and ally, with over $762 billion in two-way trade in 2024 and the longest undefended border in the world. The imposition of 25% IEEPA tariffs — 10% on energy — in early 2025 marked the most dramatic rupture in the bilateral relationship since the War of 1812.

Energy dominates the trade flow: Canada supplies roughly 60% of US crude oil imports, making it far more important to American energy security than any Middle Eastern supplier. The reduced 10% rate on energy reflects this strategic reality, though even that adds approximately $4-6 per barrel in costs. Lumber, another critical import, directly impacts US housing costs — tariffs have added an estimated $7,000-10,000 to the cost of a new home.

Canada's retaliation was immediate and pointed. Ottawa imposed dollar-for-dollar tariffs on US goods including orange juice (targeting Florida), bourbon (targeting Kentucky), and steel products (targeting the Rust Belt). Prime Minister Carney framed the tariffs as an attack on Canadian sovereignty and launched a 'Buy Canadian' campaign.

The deeply integrated auto industry, where parts cross the border seamlessly under USMCA, faces existential disruption. The energy relationship, critical infrastructure connections, and shared defense commitments (NORAD) mean this trade conflict has national security dimensions unlike any other.

Tariff Impact

Pre-2025

0.0%

Current

25%

Increase

+25.0%

🏷️ Top Imported Products

ProductTariff RateImport ValuePrice Impact
Crude Oil & Petroleum10%$118.2B+$4-6 per barrel
Passenger Vehicles25%$42.6B+$3,000-8,000 per vehicle
Softwood Lumber25%$8.4B+$7,000-10,000 per new home
Potash Fertilizer25%$3.8B+15-20% fertilizer costs
Aluminum25%$9.1B+8-12% per can/sheet
Maple Syrup & Food25%$1.2B+$3-5 per bottle

📅 Tariff Timeline

1989US-Canada Free Trade Agreement eliminates most tariffs0%
1994NAFTA extends free trade to include Mexico0%
2018Steel and aluminum tariffs (Section 232) imposed on Canada25%
2019Section 232 tariffs removed as part of USMCA negotiations0%
2020USMCA takes effect, preserving free trade0%
202525% IEEPA tariffs (10% on energy) citing fentanyl and border25%

🎯 Retaliation — US Products Targeted

⚡ Active Retaliation
US Product TargetedUS Exports at RiskEstimated Loss
Orange Juice (Florida)$420M$250M
Bourbon & Whiskey (Kentucky)$380M$200M
Steel Products$4.2B$2.1B
Household Appliances$1.8B$900M

💡 Did You Know?

  • Canada supplies 60% of US crude oil imports — more than all OPEC countries combined
  • Over 400,000 people cross the US-Canada border every single day for work and commerce
  • The US-Canada trade relationship supports approximately 9 million American jobs
  • Canada produces 71% of the world's maple syrup, almost all from Quebec

Key Product Categories

Crude OilLumberVehiclesPotashMaple Syrup