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AAFC ups canola/pea ending stocks projections amid tariff woes

Geopolical risks and trade uncertainty may alter outlook

Canadian canola and pea ending stocks may end up considerably larger at the close of the 2025/26 marketing year than originally thought if recently-imposed Chinese tariffs remain in place through the marketing year, said Agriculture and Agri-Food Canada in its latest supply/demand estimates released March 21.

John Sitilides, who specializes in U.S. government relations, geopolitical risk and international affairs, has been following Donal Trump’s actions since the mid-1980s when he first met him. Photo: Greg Price

Tariffs called part of long game with trade negotiations

U.S. trade deficits with Canada and Mexico have more than doubled folowing transition from NAFTA to CUSMA

As the clock continues to tick to midnight April 2 on U.S. president Donald Trump’s month-long exemption on blanket tariffs to Canada that has left many ag industries at a standstill, one U.S. insider gave his thoughts at the 2025 Alberta Beef Industry Conference in Calgary on what he believes is the end game for the trade war.









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Tariff threats called part of U.S. race with China

U.S. president’s actions are also seen as a possible negotiation tactic in upcoming Canada-U.S.-Mexico Agreement talks

Tariff threats against Canada and Mexico are part of a bigger struggle that the United States is in with China, says Christian Lawrence, a senior-cross asset strategist with Rabobank.

 Photo: Reuters/Mike Segar/File

Proposed U.S. port fees on China-built ships choking coal, agriculture exports

U.S. agriculture exports face uncertainty due to proposed shipping fees, traders say

U.S. President Donald Trump's plan to revive U.S. shipbuilding using massive fees on China-linked ship visits to American ports is causing U.S. coal inventories to swell and stoking uncertainty in the embattled agriculture market, as exporters struggle to find ships to send goods abroad.