Roundup: The relationship with the US has ended

Day five of the election campaign, and two of the three leaders changed their plans in response to Trump’s tariff announcement—the Conservatives did not, and they can’t pivot because they don’t have media on their plane who can follow them if they have to change plans to respond to events, which is all the more reason why they never should have left them off.

Mark Carney returned to Ottawa to meet with his Canada-US Cabinet committee, and call several premiers including Doug Ford, before addressing the media. There were no campaign announcements today, and said that retaliatory measures will be announced next week when more tariffs are supposed to be coming from Trump, but his remarks were stark, and have been blowing up across a segment of American media—that the relationship we used to have of deepening economic integration and cooperation on security and defence is now over. That’s going to mean a significant retooling of our economy for “strategic economic autonomy,” and that this will be difficult, with no silver bullet. That also means shifting the auto sector for more global trade, which is apparently part of what he discussed with union leaders yesterday, so we’ll see if we get more details about what that could mean. Carney did say that Trump’s office has reached out to talk, so that will likely happen in a couple of days. Afterward, he headed to Montreal for a rally, and today, he plans to have an emergency virtual meeting with the first ministers.

Pierre Poilievre was in Surrey, BC, and his daily announcement was about raising the TFSA limit so long as it was tied to Canadian funds—but he made it sound like government would top-up funds (they won’t), it really only benefits those who can add another $5000 to these accounts, and more to the point, it adds a bunch of bureaucratic reporting mechanisms to prove the funds are Canadian. (Sounds like someone is adding red tape!) He did have a message to Trump to “knock it off,” which was weak and too late, but he keeps talking in terms that the relationship can simply go back to what it was if the tariffs get called off, when it can’t. Democracy has died in the US. There is no ability to trust this administration, and probably the next one. He is off to Nanaimo, BC, today.

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Jagmeet Singh, having pivoted his campaign stop, went to Windsor to announce his plan for entirely Canadian-made cars, and that he’d waive the GST on Canadian-made autos. The promise is likely impossible because supply chains were integrated for a reason, and we have too small of a market to support a purely domestic auto market (and cue all the jokes about Canadian Ladas). He is headed back to Toronto today.

In other election news, former Conservative strategist Kory Teneycke ripped Poilievre a new asshole at an Empire Club event on Wednesday about Poilievre’s inability to meet the moment in the campaign, which was why his poll numbers are tanking, and why he is heading for defeat—particularly because Poilievre has adopted way too many Trump habits to appeal to a certain segment of voters he wants to keep on-side. This as Doug Ford’s personal pollster has made it known that Poilievre’s numbers are grim in Ontario.

Ukraine Dispatch

Russia launched 86 drones plus a missile overnight Wednesday, which sparked fires and injured 21 people in Kharkiv, while shelling in Kherson killed two and damaged power supplies, in contravention of the supposed partial “ceasefire.” Russian forces have also been stepping up attacks on Sumy region. Putin wants a “temporary administration” to allow for elections in Ukraine to end the war, when all that needs to happen for him to end it is to simply send his soldiers home.

https://twitter.com/ukraine_world/status/1905252833827364873

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Roundup: Axing the other tax, just because

Because he is unable to pivot, or have any kind of plan B, Pierre Poilievre went to a steel plant yesterday to announce that he will not only repeal the full legislation that implemented the carbon levy, but he’ll also repeal the industrial carbon price under the bullshit magical thinking of “technology, not taxes.” The problem? Most provinces have their own industrial pricing schemes, and the federal backstop only applies to a couple of provinces, and mostly it set a price floor so that provinces can’t undercut one another. None of this is actually news, thought, as he’s been saying it for months, but most legacy media treated this as new and novel. Industry doesn’t like his plan—they prefer the industrial pricing system because it provides stability. But Poilievre needs a tax to axe, so he’s going all-in on making this a carbon price election after all, because he’s that incapable.

 

The problem with “technology not taxes” is that the price signals sent by carbon pricing are what incentivise companies to invest in the technology to reduce emissions. They won’t do it out of the goodness of their hearts. They need to feel the squeeze before they’ll invest to make the changes, and that won’t happen if they are given free licence to just pollute without consequence. You would think that a conservative party would understand market dynamics, but no. They don’t have an intellectual grounding any longer, they’re just rage-baiters looking to “own the Libs” by any means necessary. Oh, and the EU is going to start putting in carbon border adjustments, so if we’re pivoting our trade to those markets, well, our not having a price will find us being punished by their markets, so maybe this is a really dumb idea after all.

Ukraine Dispatch

Ukraine’s military shot down 90 out of 170 drones overnight Monday, with damage and injuries reported in Odesa. Russians also claim that they are moving ahead in Zaporizhzhia region, saying they are pushing through Ukrainian lines. Ukraine has attacked energy facilities in Russia’s Astrakhan region, sparking a fire.

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Roundup: Delusions about Canadian defence industry capabilities

On Sunday, following NDP leader Jagmeet Singh’s trip to Nunavut, he released an Arctic sovereignty and defence policyin a bit of pre-election posturing. The actual Arctic sovereignty stuff was reasonably fine, which mostly involves better investments in Northern and Inuit communities, but the defence part? Hoo boy. To start off, it was poorly worded in talking about “repatriating” the F-35 contract to “build the jets” in Canada, but it wasn’t immediately clear if he thought they could build the F-35s in Canada (nope), or if it meant restarting the entire process for selecting a new fighter, which again, isn’t really possible at this stage as the CF-18s are at the absolute end of their lifespan, and we can’t just turn procurements off on a dime.

As Philippe Lagassé explains, yes, we need to pivot away from American platforms, but that needs to be done in a managed and methodical way that is going to take years, and the NDP need to realise this (and so, frankly, to the Liberals given the kinds of crazy things all of the leadership contenders were saying during their debates). But seriously, guys, you can’t just claim we’ll meet all of our military obligations with Canadian industries alone. That’s not even wishful thinking—it’s full-on delusion. You may think that Bombardier’s vapourware promises sound great, because Canadian jobs, but when they can’t deliver? Those are some pretty hefty consequences to face.

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Carbon levy gaslighting

In amidst a bunch of “trutherism” about the document that Mark Carney signed on Friday to zero out the consumer carbon levy (for which they published an extra edition of the Canada Gazette to enact), the Conservative continue to insist that Carney is just going to raise it back up after an election, which seems to be admitting that he’s going to win, which is kind of funny.

Meanwhile, the Liberals are doing themselves no favours by spending the weekend praising Carney for “getting it done” in ending their own signature environmental policy. And Liberal MPs were all over social media patting themselves on the back for “listening to Canadians,” and making up outright Orwellian excuses for defeating their own gods damned policy. And then their supporters were in my replies offering up straight-up revisionist history about the carbon price and trying to blame it on Stephen Harper, I shit you not. I really, really not appreciate being gaslit about your stupid political moves, especially when they refuse to own why it became so divisive, particularly when they refused to properly explain or defend their own policies.

Ukraine Dispatch

Russian drones hit a high-rise building in Chernihiv. Contrary to the Russian propaganda that Trump has been reading, Ukrainian troops in Kursk region are not encircled, even though the Russians are pushing forward to move Ukrainian troops from the region.

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Roundup: Positive feelings about a useless meeting

We seem to be caught in a pattern where Donald Trump will invite a world leader to the White House—yesterday it was NATO Secretary General Mark Rutte—and he goes on an unhinged rant while they’re sitting there, trying to avoid saying anything that will set him off. And yesterday’s rant included a full-on threat to annex Greenland (while Rutte tried to downplay NATO’s involvement in any way, which is true to the extent that it only operates by consensus), and went on an extended rant about Canada not working as a real country, and made up the lie that America pays for our military (not true in the slightest), before repeating the falsehood that the US subsidizes us.

Meanwhile, Dominic LeBlanc and François-Philippe Champagne had their meeting with Howard Lutnick, with Doug Ford along for the ride as he continued to try and make himself the main character (and I watched Conservative talking head pundits also putting forward this distorted view of reality). Ford came out of the meeting, effusive about how “positive” it was and how they were going to have more meetings next week (and was later corrected that officials were going to meet, not him), while the two ministers basically talked a lot and said nothing, because nothing could be accomplished here. But they had to pretend that something came from this meeting when obviously nothing did, as there were no changes to any tariffs, and Ford’s pressure tactic around the electricity “surcharge” remains off the table again.

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Elsewhere, Trump’s pick for US ambassador to Canada had his Senate confirmation hearing, and when asked, he said that Canada is a sovereign country, and tried to claim that Trump’s expansionist rhetoric is about “negotiation tactics,” but it certainly doesn’t seem to be. And yeah, he said the bare minimum to ensure that he wasn’t PNGed before he could even arrive in the country. Closer to home, Scott Moe continues to call for capitulation to China regarding their tariff fight, because of course he did, and claimed it was about protecting Quebec’s industries over Saskatchewan’s, except Quebec doesn’t really have much of an auto sector, but Moe’s brain is pretty smooth, after all.

Ukraine Dispatch

An overnight attack on Dnipro injured three women and damaged apartment buildings. Ukrainian forces are in retreat in parts of Kursk region, which means losing a bargaining chip in possible peace negotiations. And Putin has all kinds of conditions on a possible ceasefire, because he’s not serious, and Ukraine only went along with the plan to call his bluff.

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Roundup: Carney’s transition races out of the gate

The day after the leadership race concluded, the transition began. Mark Carney had meetings with Justin Trudeau, and met with the caucus, albeit fairly briefly, as things got underway. We learned that he’s chosen MP Marco Mendicino as his chief of staff, which sounds like it’s on an interim basis (because Mendicino apparently has designs on running for mayor of Toronto), but so long as it means Katie Telford is out of the job, that’s what matters. Carney promised the transition would be swift, and it sounds like he wants a pared-down PMO. We also learned that Carney has already put his assets, minus personal real estate, into a blind trust and submitted all of his disclosures to the Ethics Commissioner, well ahead of schedule, which blunts the Conservatives’ attacks on his wealth. (To be clear, the rules state he has four months to disclose after being sworn-in, and he’s now disclosed even before being sworn-in). The one thing I found surprising was that Carney has reached out to Jean Charest to offer him some kind of senior role, including possibly a ministerial portfolio, and that Charest declined, with talk from the reporters saying that he may also be reaching out to Christy Clark.

As for Trudeau, he held his final Cabinet meeting, and was photographed carrying his chair out of the House of Commons (as the rules allow MPs to buy their chair when they leave politics).

On the trade war front, Doug Ford went ahead with the 25 percent “surcharge” on electricity exports (but it’s not a tariff, because that would be a federal trade power), and insists he’s looking into turning off the electricity if things get worse (which may actually be impossible given the interconnection of the grids). In response, Trump’s commerce secretary continued to threaten further tariffs on steel and aluminium, dairy, lumber, and “reciprocal” tariffs where they misunderstand that the GST is on all goods and not just imported ones. BC premier David Eby wants the federal government to drop their tariff fight with China, citing farmers and BC industry being hit on both sides (but seriously, do you think China is a good-faith actor here?).

Ukraine Dispatch

Russia has launched airstrikes overnight in Kyiv, while their troops are attempting to break through in the northeastern Sumy region, across the border from Kursk. In Kursk, Russian forces continue to advance, but Ukraine’s top general insists they are not at risk of being encircled. Ukraine claims that they have hit oil refineries in two Russian regions.

https://twitter.com/ukraine_world/status/1899104651527524818

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Roundup: Offering a limited reprieve

Because the trade war is many ways a weird power dynamic, yesterday was all about offers of reprieves. After a lengthy phone call between Justin Trudeau and Trump, there came word of a “reprieve” on tariffs for the auto sector—for a month—but at the behest of the Big Three auto companies rather than any of Trudeau’s efforts, and while there hasn’t been official word, Senior Government Sources™ are saying that Trudeau is not budging on the retaliatory measures. And why would he? The one-month reprieve came with the message from both JD Vance and Trump’s press secretary that they want those manufacturers to locate all of their factories in the US to avoid tariffs, but the “official” reason for the tariffs remains fentanyl, because Trump needs the legal fiction of a “national emergency” to use executive powers to levy tariffs rather than Congress (but he controls that, so the logic only extends so far). Oh, and now Trump is talking about agricultural carveouts, because they’re stupid and don’t realise the consequences of their actions until it’s too late.

In provincial reactions, both Danielle Smith and Scott Moe said they were pulling American liquor from their provincial liquor control boards, a day after everyone else. Smith had to put on a big show that included one of her Alberta Sheriffs holding a big rifle to show that she was super serious about them patrolling the border (not that they can legally do much more than taxi that person to an authorised federal border agent or RCMP officer). Both Smith and Moe also insisted that they didn’t want export taxes on either oil or potash, which again, is a boneheaded move of signalling to Trump that they don’t want to play their strongest cards ever (because they’re both super geniuses). Of course, it’s not their call because those powers are federal, but it’s still a sign of how unserious either of them is in the face of an existential threat. Meanwhile, Yukon premier Raj Pillai is “considering” limiting ties with Elon Musk’s businesses, like Starlink (which seems like something they should be doing more than just considering).

There was also word that there was more progress on interprovincial trade barriers and incremental progress toward credentials recognition—with some exceptions for Quebec because of linguistic requirements (but I still have questions about how they plan to get self-regulating bodies like the colleges of physicians and surgeons to play ball).

Ukraine Dispatch

A Russian missile hit a hotel in Kryvyi Rih, killing three and injuring at least twenty-nine others. The Americans are cutting off the flow of intelligence to Ukraine, because they’re now on Putin’s side. A Ukrainian commander says that NATO forces are not ready for modern drone warfare. Here is an examination of the state of the war, and that it would take Russia 118 years to fully conquer Ukraine at their present rate of advancement.

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Roundup: Begun, the trade war has

The inevitable has happened—Trump’s tariffs are now in effect, after Trump told reporters in his daily ramblings that there was nothing Canada or Mexico could do to forestall them. It was obvious they were going to happen—Trump and his economic advisors have decided that they love tariffs, and that it’s going to solve their revenue problems for the big tax cuts they plan to give billionaires. It won’t—tariffs are paid by the importers, who pass it along to consumers, but Trump refuses to believe that, so it’s the American people who are coming in for a world of hurt, especially as the stock market started to plunge once the markets started to realise that Trump was being serious.

Here at home, Justin Trudeau announced that the first tranche of retaliatory measures would start immediately, with more to come after consultation. Of course, the last line in his statement should have been the first—that it’s the Americans who have broken the agreement that Trump himself signed, which speaks volumes about the Americans can no longer be trusted to uphold their own agreements. Oh, and Trump is still planning on increasing duties on lumber coming from Canada, so keep an eye out for that as well. As the trade war ramps up, here is a look at what to expect, and how provinces are also expected to respond with their own measures.

True to form, Pierre Poilievre decided that blaming the government for the imposition of tariffs was the way to go, with a bunch of mendacious fabrications about what they have and have not been doing, with the have-not mostly being to implement his plans with alacrity, as though he’s a super genius who has it all figured out, when, well, we know that’s not exactly true.

Of course, we were also treated to a Doug Ford performance, as he got all theatrically angry on American television and threatened to cut off electricity across the border, and that he would do it with a smile. Of course, Ford (who is claiming he got a “stronger mandate” in last week’s election in spite of losing seats) is all talk. His bluff is going to be called, and no electricity will actually be cut off, because it’s not going to be that easy to do in spite of what he thinks, and you can bet he’ll come up with some kind of excuse about why he was all bluster.

Ukraine Dispatch

A Russian drone attack injured four and damaged energy infrastructure in Odesa. Ukraine is also investigating negligence surrounding a Russian missile strike on a military graining ground over the weekend. As expected, the Americans have “paused” their aid to Ukraine, as last week’s ambush was a set-up in order to give a justification for their plans to do so.

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Roundup: Implicating the King, and trying to cause a crisis

Following the sickening ambush at the White House on Friday, president Volodymyr Zelenskyy flew to London for a conference on security in Europe now that it’s clear that the United States is no longer an ally, and prime minister Justin Trudeau also flew to London to attend. In advance of the conference, Zelenskyy met with King Charles at his Sandringham residence (which touched off some grousing online in Canada—more on that in a minute). At the conference,  UK prime minister Keir Starmer seemed to try to play up that the US was still a “reliable ally,” but I’m not sure anyone else in Europe (except maybe Hungary) actually believes that, nor should they. Following the conference, Trudeau was adamant about supporting Zelenskyy, and also had a one-on-one with Starmer, where no doubt the topic of Starmer throwing Canada under the bus came up for discussion, even though the readout of the conversation was very, very diplomatic in the choice of words.

Meanwhile, back in Canada, CTV seemed to be doing their absolute utmost to create a constitutional crisis because they contacted Buckingham Palace to see if the King would say something about the “51st State” threats, and surprising nobody who has a clue about constitutional monarchy, they would not comment. BECAUSE OF COURSE THEY CAN’T WITHOUT THE ADVICE OF THE GOVERNMENT. But that didn’t stop absolutely everyone from deciding that they were suddenly an expert on constitutional monarchy and what is and is not permissible for a monarch to say without the advice of the government, and the absolute worst part was that CTV took the opportunity to start both-sidesing those reactions, because who needs fact-based journalism when you’re trying to stir up controversy in order to get clicks for the attention economy?

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This should be basic civics—something people learn about in grade five, and then again in grade seven or eight, and again in high school. But nobody has a clue how this is supposed to work, most especially the people who should know, including former ministers of the Crown. This in turns leads to a whole lot of people insisting that an apolitical monarchy isn’t good for anything, and people who were already small-r republicans are using this as an excuse to agitate for an end to the monarchy, and good fucking luck to them, considering it would require a) a coherent plan to replace it, and b) the unanimous consent of the Commons, the Senate, and all ten provinces in order to rewrite the entire constitution, because that’s not something you can just search-and-replace.

Trudeau is having a meeting with the King this morning before he leaves London, and it’s possible that he will advise the King to make some kind of statement, particularly now that sentiment has been stirred up because people who should now better have implicated the King when it was Starmer who threw us under the bus in his own moral cowardice, but it never should have come to this.

Ukraine Dispatch

Late Sunday, a Russian drone hit an apartment building in Kharkiv, injuring at least eight. Meanwhile, Zelenskyy says he can salvage his relationship with Trump, though I’m not sure Trump actually wants that because he’s not a good-faith actor in this, and he is looking for any excuse to abandon Ukraine.

https://twitter.com/zelenskyyua/status/1896321455606173969

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Roundup: An ambush in the White House

It was an ambush. Ukrainian president Volodymyr Zelenskyy’s visit to the White House, ostensibly to sign some kind of agreement around access to critical minerals in exchange for some kind of military support or security guarantees was a set-up for Trump and JD Vance to try and humiliate Zelenskyy in front of the cameras, with one of the reporters from Russian state outlet TASS in the room (who was removed at one point by the Secret Service, but it was obvious that someone in the White House arranged for him to be there). The whole video is sickening to watch.

While Trump and Vance started broadcasting this for their followers as a supposed sign of strength, and their lackeys and apologists broadcast Russian propaganda to justify it, word also started leaking out that Trump is planning on cutting off military aid to Ukraine for Zelenskyy’s supposed intransigence and lack of desire for peace, which is of course mendacious and part of the set-up.

In the wake of this, world leaders started tweeting their support for Zelenskyy and Ukraine, and this was probably the death knell of NATO as we know it. The one leader who has been silent is Keir Starmer, but he is also hosting a summit in London today about Ukraine and European security, which Justin Trudeau will also be attending.

Here are some hot takes from Tom Nichols and David Frum, while Philippe Lagassé has some additional thoughts on the situation.

Closer to home, in an interview with the Spectator, Trump took credit for Chrystia Freeland’s supposed “firing” (she was not fired), and said that Poilievre’s problem is that “he’s not a MAGA guy.” Which is true—Poilievre doesn’t have much of a coherent ideology, but he’s not MAGA. What he is, however, is someone who will say anything that he feels he needs to in order to attract the MAGA crowd to his banner, no matter how ridiculous it is, and he has no morals, ethics, or scruples about it. Poilievre jumped on this to declare that he’s “Canada First,” and later did tweet support for Zelenskyy and Ukraine, and immediately got roasted in the comments by his MAGA supporters for it. Funny what happens when you play with fire.

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Ukraine Dispatch

Russian drones struck a medical facility, among other targets, in Kharkiv. The framework for a mineral agreement that Ukraine was supposed to sign with the Americans, before the ambush, contained a number of gaps around security or dispute resolution, before it turned out to be a sham.

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Roundup: Starmer sputters instead of speaking up

UK prime minister Keir Starmer visited the White House yesterday, and a couple of bizarre scenes erupted. One was that he presented an invitation from King Charles for Trump to make a second state visit to the UK, which way too many people took as a personal invitation rather than one at the behest of the government—because the King does not act unilaterally, and does not make state visit invitations on his own. Later, when Starmer was asked about the annexation threats, Stamer didn’t stand up for Canada, but sputtered about there being no divisions before Trump cut him off with a sharp “That’s enough.” And worse, when Starmer was asked by a journalist if the King had anything to say about the annexation threats, Starmer said that he can’t say what the King’s opinions are and that he’ll let them be known in his own way.

*seethes*

On the one hand, Starmer is sucking up to Trump to avoid being tariffed, which probably won’t work, but I get his self-interest here, but it’s nevertheless a sign of the shifting global order and a sense of who our allies really are. (Thus far, only Germany has expressly said that they have Canada’s back). On the other hand, the fact that reporters are trying to drag the King into this is wildly inappropriate, and I’m not sure whether that’s because American journalists cannot grasp what a constitutional monarchy is (seriously, it makes their brains melt), but the fact that so many people in this country who should know how constitutional monarchy works because we are one, are rising to take the bait and are raging about how the King is supposedly “betraying” us is really disheartening because it’s a reflection of just how poor our civics education is, and how ignorant our own media are about how the very basic rules of our system of government operate.

The King does not freelance, he does not say things without advice, and his governments do not drag him into their fights because the first rule of constitutional monarchy is that you DO NOT involve the King. Starmer should have given a better answer in both cases, and Canadians following along shouldn’t take the bait.

Ukraine Dispatch

Russians launched air attacks on energy sites in the Kharkiv region. Ukraine’s top army commander visited sites on the front lines in eastern Donetsk region.

https://twitter.com/ukraine_world/status/1895048627690656241

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