US and Canadian trade negotiators are expected to meet again ahead of the midnight tariff deadline, reports CBC News
Newsquawk ·
Canadian and American negotiators are expected to meet again on Tuesday to try and hammer out a deal to avoid new U.S. tariffs on some USD 30 billion in Canadian goods due to take effect just after midnight. Sources speaking to Radio-Canada said Canada-U.S. Trade Minister Dominic LeBlanc could meet with U.S. Trade Representative Jamieson Greer and then Prime Minister Mark Carney may speak to U.S. President Donald Trump. One of those sources said, as of noon ET, a time has not yet been set for either discussion, and things could still fall apart.
AI 시장 분석
The US and Canada are set to resume dramatic negotiations ahead of the deadline to impose tariffs on 300 billion dollars worth of Canadian products. Ahead of the midnight deadline, a meeting is being coordinated between Canadian Trade Minister Dominic LeBlanc and USTR Representative Jamieson Greer, and the possibility of a call between Prime Minister Mark Carney and US President Donald Trump is also being discussed. Investors need to be cautious as the outcome could either eliminate uncertainty in the North American trade market or escalate into severe trade conflict.
상승 영향
- Logistics — If tariffs are suspended or negotiations succeed, concerns over cross-border cargo volume disruptions worth 300 billion dollars will be resolved, alleviating transportation and logistics cost risks.
- Automotive — The removal of the risk of parts tariffs within the North American supply chain has a positive impact on production cost reduction and profitability defense for automakers and parts suppliers.
하락 영향
- Automotive — If negotiations fail and tariffs are imposed on Canadian imports, parts procurement costs for North American automakers will surge, directly hurting operating profits.
- Chemicals — The formation of tariff barriers on 300 billion dollars worth of raw materials and chemical products directly leads to weakened price competitiveness and contraction in demand.
DYAX 전담 분석
If the 300 billion dollar tariffs materialize in these negotiations, North American manufacturers sourcing raw materials and parts from Canada will face a surge in cost burdens, making margin compression inevitable. If a dramatic compromise is reached before the midnight deadline, stock price recovery in related industries is expected due to supply chain stabilization, but if negotiations fail, logistics cost increases and inflationary pressure from tariff enactment could intensify.
In the bull scenario, tariff suspension and a trade agreement will trigger a relief rally for import and export companies in both countries, while in the bear scenario, the manufacturing and logistics/transportation sectors hit directly by the tariff bomb are expected to suffer heavy blows. Therefore, the progress of negotiations and official statements from the USTR must be closely monitored.
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