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Trump Halts “All Trade Negotiations with Canada”… Tariff Controversy Sparks Diplomatic Rift
AI Prompt 2025. 10. 24. 16:16Trump Halts “All Trade Negotiations with Canada”… Tariff Controversy Sparks Diplomatic Rift
※ U.S. President Donald Trump announced a full suspension of ongoing trade negotiations with Canada.The decision appears to have been directly triggered by a Canadian television ad criticizing tariffs.
Trump condemned Canada for using an ad containing “distorted information and historical misrepresentation” to influence U.S. judicial outcomes, and said the United States would no longer continue deceptive talks.
The move rekindles worries about the stability of the North American free-trade framework (USMCA). 😅
🗞️ Background
On the 23rd local time, Trump declared via his own social platform, Truth Social, that the United States would immediately terminate all trade-related negotiations with Canada.
He pointed to a TV ad aired in Canada as the problem.
The ad allegedly included footage of former U.S. President Ronald Reagan criticizing tariff policy, which Trump denounced as a political propaganda piece created through deceptive editing.
Trump argued that Canada attempted to sway U.S. court rulings through the ad.
Recently, a U.S. court indicated that the so-called “mirror tariffs” his administration imposed on key trading partners violated procedural requirements.
⚙️ Trump’s Rationale and Intent
Under the banner of protecting domestic industry, Trump has pushed an “America First” trade agenda.
He has wielded the tariff card against Canada, Mexico, China, and the EU to boost negotiating leverage, but a recent court decision and shifting North American sentiment have increased the political costs of his trade approach.
The suspension announcement is more than a flash of anger; it likely reflects:
- Blocking negative narratives against his trade policy,
- Rallying the conservative base ahead of elections,
- Re-highlighting the “revive U.S. manufacturing” platform.
🌎 Implications for the North American Trade Structure
The U.S. and Canada are each other’s largest trading partners,
with annual bilateral trade around $1 trillion.
If the freeze were to persist, supply chains across autos, energy, agriculture, and minerals could face knock-on disruptions.
In particular, potential delays to Canadian exports of battery-critical minerals such as lithium and nickel could create short-term headwinds for the U.S. EV industry.
Many economists view this as a short-term political risk rather than a structural rupture, and assess that the likelihood of escalation into material economic conflict remains low.
💬 Market Reaction
U.S. equities wobbled briefly after Trump’s remarks,
then pared losses as markets leaned toward the view that the suspension might be a temporary political gesture.
However, auto, steel, and energy names underperformed.
- Shares of North American automakers like Ford and GM slipped modestly.
- Canada oil–linked ETFs and lithium miners showed volatility.
📊 Sector Impact Analysis
| Autos | Greater uncertainty for USMCA trade | Potential recovery after short-term adjustment |
| Semiconductors | Limited direct impact | Global supply chains remain broadly stable |
| Energy | Possible disruption to oil/gas flows | Prolongation could pressure oil higher |
| Critical minerals | Risk of delays to lithium/nickel supply | Near-term burden for battery makers |
| Agriculture | Possible reduction in Canadian imports | U.S. growers may benefit domestically |
💰 Investment View: U.S. & Korea Stock Ideas
🇺🇸 U.S. Stocks
| NVDA (NVIDIA) | AI chip demand resilient despite trade noise |
| TSLA (Tesla) | Mineral supply issues are a short-term drag, but U.S. battery onshoring is a structural tailwind |
| CAT (Caterpillar) | Beneficiary of re-shoring and manufacturing rebuild |
| XOM (ExxonMobil) | Gains if energy supply reconfiguration lifts oil prices |
🇰🇷 Korea Stocks
| POSCO Future M (003670) | Positioned to benefit from North American battery-materials supply buildout |
| Samsung SDI (006400) | If Canadian lithium slips, U.S. production ramp can offset |
| Hyundai Motor (005380) | Growing North American localization helps cushion trade noise |
| OCI Holdings (010060) | Potential beneficiary from stronger solar/energy demand |
📈 Investment Insight
Trump’s suspension notice is seen more as a symbolic event than a genuine policy shock.
Even so, such uncertainty can temporarily lift safe-haven demand (USD, gold, U.S. Treasuries).
Medium to long term, this could reinforce North American supply-chain investments and a manufacturing reset, ultimately encouraging capex in energy, materials, and infrastructure.
For Korean investors, a focus on U.S. onshoring beneficiaries and AI/battery core-materials demand remains sensible.
❓ FAQ
Q1. Will the suspension materially affect trade?
→ In the near term it’s mostly sentiment; structurally, it looks like an election-season pressure tactic.
Q2. Which sectors face the greatest risk?
→ Autos, energy, and minerals with heavy North American exposure could see near-term volatility.
Q3. How should Korean equities position?
→ Tilt toward domestic battery and AI semiconductor leaders rather than pure-play lithium/nickel miners.
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