Elbows Up: How Canada Is Fighting Trump’s Tariffs

This episode unpacks the deepening U.S.-Canada trade war, the collapse of a potential deal to end it, and whether decades of economic integration are rupturing.

Host:

James M. Lindsay (cfr.org/experts/james-m-lindsay), Mary and David Boies Distinguished Senior Fellow in U.S. Foreign Policy, CFR

Guest:

Rohinton Medhora (cigionline.org/people/rohinton-p-medhora), Professor of Practice at McGill University and Distinguished Fellow at the Center for International Governance and Innovation (CIGI)

We Discuss:

• Whether the latest U.S. tariffs mark a genuine “rupture” in the U.S.-Canada relationship or just another rough patch in a partnership that goes back more than a century.

• How a nine-year arc—from the NAFTA renegotiation to USMCA—led to today’s standoff, and why Ottawa sees the U.S. national security rationale for steel and aluminum tariffs as a betrayal.

• How a mid-August deal collapsed, and what Canadian negotiators mean by the “ghost in the room.”

• Why Prime Minister Mark Carney chose to retaliate “elbows up” rather than follow Mexican President Claudia Sheinbaum’s more conciliatory approach.

• How Canada’s “messy and noisy” federation—from Doug Ford’s Ontario to Alberta’s secessionist stirrings and Quebec’s election—shapes Ottawa’s room to maneuver.

• Whether energy exports are the “elephant in the room,” and how far Canada could go in using them as leverage.

• How Ottawa is courting U.S. governors, senators, and public opinion in states that depend on cross-border trade.

• What the unresolved fight over digital technology means for where the U.S.-Canada relationship heads next.

Mentioned on the Episode:

Ronald Reagan, “Radio Address to the Nation on Free and Fair Trade (reaganlibrary.gov/archives/speech/radio-addres…),” Ronald Reagan Presidential Library

For an episode transcript and show notes, visit The President’s Inbox at: cfr.org/podcasts/presidents-inbox/elbows-up-ho…

Opinions expressed on The President’s Inbox are solely those of the host or guests, not of CFR, which takes no institutional positions on matters of policy.