Canada Just Pulled the Trigger — ENDS U.S. Supply Network, $7B Wiped Out, Ports Left Reeling

 

 Canada Just Pulled :the Trigger — ENDS U.S. Supply Network, $7B Wiped Out, Ports Left Reeling

 

 In the first half of 2025, Canada reduced its U.S.-bound exports by C$7.7 billion, marking the sharpest year-over-year drop since the pandemic. The U.S. share of Canadian exports fell from 78% to 68% a ten-point drop in less than 12 months. This isn’t a normal adjustment. It’s a structural shift. Canadian shipments of oil, critical minerals, auto components, and processed metals are all down sharply. U.S. importers that rely on Canadian supply lines are now experiencing sourcing gaps, delayed contracts, and price spikes with little warning or negotiation. This isn’t a side effect of global conditions. It’s a targeted response to new U.S. tariffs that took effect in late 2024 and early 2025. In Ottawa’s view, the U.S. is becoming a trade risk and Canadian producers are being directed to shift their focus outward. The $7.7 billion isn’t lost. It’s being redirected. And Washington is no longer the priority customer.

 

 

Source: Tech Revolution