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In the news
The U.S. wants to chip away at China’s AI dominance.
Spooked by the success of Chinese AI startup DeepSeek, the U.S. is eyeing ways to crack down on exports of artificial-intelligence chips to China from American companies such as Nvidia and Advanced Micro Devices. The matter has gained renewed urgency after a new congressional committee report recommended tighter export controls as DeepSeek was powered by 60,000 Nvidia processors, with thousands more on order.
Semiconductors are part of the “Strategic 5”— including autos, aluminum and steel, pharmaceuticals, and lumber—that the Trump Administration hopes will drive American industrial renaissance and boost national security.
What’s next: U.S. tariffs on semiconductors coming in a “month or two,” says Commerce Secretary Howard Lutnick.
Additional reading: $125B Exposed: What’s at risk for Canada as Trump eyes 5 strategic sectors
Insights and Analysis
$125B Exposed: What’s at risk for Canada as Trump eyes 5 strategic sectors
The U.S.’s focus on onshoring five strategic sectors—autos, steel and aluminum, lumber, pharmaceuticals and semiconductors—poses challenges for Canada.
What Canadian farmers are watching closely
Commodity prices, U.S. farm policy and Trump’s tariffs top the list.
The big chill: How canola farmers are adapting to trade blows
Canola farmers are waiting for the other shoe to drop–possible Chinese tariffs on canola seeds.
Growing pains: Farmers on the tariff frontlines
Monty Reich, CEO of SWT Ltd, discusses how farmers are navigating trade tensions
The Road Ahead: 4 key questions facing tariff-hit automakers
What’s certain is that the impact will be felt on both sides of the border.
Food Fight: China’s tariffs adds to exporters’ woes
The tariffs mark an escalation in trade tensions between Canada and China, with risk tilted to the upside.
Commentary
How businesses can adapt in a Donald Trump world
John Stackhouse’s takeaways from the Ditchley Conference, Greentree 2025: Geopolitics and Business.
Five key takeaways from the Columbia Global Energy Summit 2025
Shaz Merwat on the most pressing themes at this year’s Columbia Global Energy Summit.
3 QUESTIONS – It’s a trade war without borders: Frances Donald
How a prolonged trade war will make it difficult for any economy to escape rising costs.
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- Ottawa’s letter to Washington: Let’s tackle trade, tariffs and China—together
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- What is the impact of tariffs on the U.S. economy?
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- U.S. tariffs on Canada take effect: What is the state of play?
- How U.S. steel and aluminum tariffs would impact Canada’s economy
- Six questions about the significance of interprovincial trade barriers in Canada
- A playbook for how to measure a tariff shock in Canada
- 50 ways to leave your lover: Sizing the impact of a trade breakup
- Five things we learned this week about U.S.-Canada trade
- A U.S.-Canada trade shock now in play: first economic takeaways
Business Resources
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