加拿大致勝的貿易策略——特朗普將如何反擊？

突發新聞：加拿大致勝的貿易策略——特朗普將如何反擊？

BREAKING: Canada's Winning Trade Strategies - How Will Trump Fight Back?

Electric  2025年5月26日
https://www.youtube.com/watch?v=s4iyaOa5sOo&t=164s

拿大不再是默默無聞、落後的鄰國；它正在用一種精心策劃、低調的策略改寫全球貿易格局。在美國苦苦掙紮於關稅和補貼之際，加拿大正在確保未來經濟的基石——關鍵礦產、電動汽車電池供應鏈以及印太聯盟。從安大略省的鎳礦到魁北克省的鈷礦，加拿大掌控著礦產開采和精煉，超越了中國和美國等競爭對手。加拿大各省已與大眾汽車、Stellantis和LG能源達成了數十億美元的交易，將加拿大定位為北美電池行業的中堅力量。這並非運氣，而是籌碼，加拿大正悄然成為全球供應鏈的守門人。魁北克省和馬尼托巴省的新建加工廠繞過了中國的主導地位，甚至美國通過《國防生產法》提供的資金也支持著加拿大的設施，凸顯了渥太華的戰略優勢。加拿大的印太戰略——曾被認為含糊不清——如今正與越南、印度尼西亞和印度建立貿易聯係，將渥太華嵌入新興的貿易走廊。憑借與美國、歐盟、英國和太平洋經濟體的自由貿易準入，加拿大商品運輸速度更快、價格更低，擺脫了阻礙美國努力的政治包袱。隨著美國公司將綠色製造業務轉移到加拿大以繞過繁瑣的手續，渥太華在科技、采礦和物流領域創紀錄的投資推動下，其與美國以外的貿易激增。加拿大並非在力量上超越競爭對手，而是憑借遠見卓識和精準策略取勝。世界正在意識到加拿大這場靜悄悄的革命，但當他們注意到時，加拿大已經領先一步，悄無聲息地重新定義全球貿易影響力。

雖然加拿大消費者可能免受最壞的影響，但美國購物者即將受到打擊，這清楚地表明唐納德·特朗普的貿易戰真的開始產生影響，沃爾瑪現在是最新一家警告即將漲價的零售商，我們從未見過價格如此迅速地上漲，業務的急劇下滑迫使這家包裹托運公司在成立 25 年後倒閉，其 99% 的客戶是加拿大人，CO 和現在的區別在於人們仍然想要他們的東西，所以人們訂購，我們發貨給他們，現在很多顧客甚至不想來，他們中的很多人都說“我們 4 年後再見”。幾十年來，加拿大一直被視為美國禮貌可靠的鄰國，默默地與其南方夥伴的經濟和地緣政治戰略保持一致。但如果加拿大不再隻是追趕者，而當關稅爭端和補貼辯論席卷美國時，加拿大正在以一種微妙而有效的戰略改寫全球貿易劇本，而世界現在才開始注意到這一點。加拿大並沒有大肆宣揚其雄心壯誌，也沒有追逐頭條新聞，而是在執行一項經過深思熟慮的行業計劃，以確保未來經濟的基石——關鍵礦產、電動汽車電池供應鏈、綠色貿易協議和印太聯盟。這絕非偶然，而是一項經過深思熟慮且行之有效的戰略。問題是，世界是否注意到加拿大正在悄無聲息地贏得這場博弈？加拿大的崛起始於其在關鍵礦產領域的主導地位，這些原材料為未來技術提供動力，包括鋰、鈷、鎳和稀土。而美國正在爭論如何保護這些資源並對抗中國在電動汽車領域的主導地位。加拿大已經領先幾步，加拿大鎖定的不僅僅是這些礦產。在競爭對手意識到競爭已經開始之前，加拿大就已達成開采、精煉和出口協議。安大略省的鎳、魁北克省的鈷以及育空地區的石墨都已落入加拿大的掌控之中。渥太華並非美國的渥太華，它並非等待華盛頓的批準或指示，而是供應電池所需的金屬。而美國正在爭相生產的電動汽車正是電動汽車供應鏈中最閃耀的光芒。加拿大各省已獲得大眾汽車、Stalantis 和 LG 能源等全球汽車製造商數十億美元的承諾，將加拿大定位為北美電池行業的支柱。這些合作關係並非運氣，而是杠杆。加拿大正在安大略省和魁北克省構建圍繞電池生產的整個生態係統，從礦山到精煉廠，再到超級工廠。而美國則深陷補貼和勞工條款的政治鬥爭。加拿大悄悄地與 LG 能源、UMIOR 和巴斯夫等全球巨頭簽署協議。這些公司不僅在建造工廠，還在鞏固供應鏈，使加拿大成為電池組件、陰極、陽極和化學加工的守門人。美國《通脹削減法案》旨在
支持美國製造的電池，但這些零部件中很大一部分仍將產自加拿大本土。根據該法案，渥太華稱這對加拿大來說是一筆大買賣，這意味著確保加拿大——如今的主要汽車生產國——在我們轉向電動汽車之際，繼續保持汽車生產國的地位。大眾汽車將在未來十年獲得高達130億美元的資金，用於在安大略省聖托馬斯生產電動汽車電池。長期以來，加拿大一直在輸給美國。業內專家表示，這筆交易
是必要的，需要大量資金，但
這是一場拍賣，所以如果美國
支付10億美元，那麽其他人將不得不支付20億美元、15億美元甚至更多的金額來吸引這家工廠。加拿大並沒有追逐頭條新聞，而是建立了基礎。
礦山、煉油廠、物流，現在
美國汽車製造商比加拿大更需要加拿大。
加拿大的戰略
不僅僅是出口原材料，而是
控製全球貿易中的瓶頸。
煉油國
至關重要礦物不僅僅是開采它們
製定規則 加拿大正在將自己定位為
中間人 新的鋰
加工廠正在魁北克和馬尼托巴建設中
以繞過中國在煉油領域的主導地位，而美國越來越依賴這種供應。具有諷刺意味的是，美國政府通過《國防生產法》為其中一些加拿大設施提供資金，間接幫助渥太華減少美國對北京的依賴。這是其最佳優勢，精準有效。加拿大的中間人優勢
延伸到其貿易關係，而
美國則專注於高風險的關稅戰和峰會的戲劇性場麵。加拿大正在與印度-太平洋國家（如印度尼西亞、越南和印度）建立務實的聯盟，這些國家是稀土、技術製造和綠色基礎設施的關鍵參與者。這些建立在備忘錄、試點協議和早期物流中心基礎上的關係雖然枯燥乏味，但卻切實可行。加拿大23億印度-太平洋人口貿易一攬子計劃強調供應鏈韌性和基礎設施融資，將渥太華嵌入曾經定義美國在太平洋地區實力的貿易路線。不同於華盛頓的有條件外交，加拿大提供合同、合資企業和風險共擔模式，在其他國家緩慢但穩步地要求效忠的情況下贏得信任。加拿大正成為全球經濟中不可或缺的一部分。加拿大的貿易靈活性因其
在USMCA下進入多個市場而得到增強。加拿大商品自由流入美國，但加拿大也與歐盟、英國和幾個太平洋經濟體簽訂了自由貿易協定。
這是美國所缺乏的。這意味著加拿大的科技
礦產和電池組件生產速度更快、更便宜、限製更少。德國需要鎳基電池組件。加拿大已經做到了。
稀土元素進入日本，無需
北京的幹預。渥太華已經
簽署了文件。與此同時，美國
陷入關稅循環和
國會的拖延，迫使一些
美國公司將其綠色製造供應鏈通過加拿大。
以獲得稅收抵免資格並
避免繁文縟節。加拿大沒有作弊。它所構建的
體係運作得更好
這種戰略依賴是關鍵
加拿大對亞洲和歐盟的出口
在過去二十年裏一直以前所未有的速度攀升
對加拿大科技、采礦和物流的投資創下曆史新高，尤其是來自對衝中美緊張局勢的公司
加拿大的貿易網絡??正在擴張，而且沒有政治包袱
拖累其競爭對手——美國
認為加拿大會一直追隨其
在經濟、政治、軍事上的領先
但這種假設已經過時了
加拿大已經建立了一條供應鏈，歐洲為亞洲需求提供資金，北美也進入，這創造了一個三重優勢，
使其成為全球貿易的關鍵
當加拿大宣布其印太戰略時，批評人士認為該戰略含糊不清或隻是做做樣子
事實證明，這是渥太華最明智的長期舉措之一
全球貿易重心正在向東轉移，東南亞正在崛起成為製造業中心、科技走廊和物流強國，而美國則在努力確保地區影響力
加拿大在貿易代表團中的排名幾乎無人注意越南、印度尼西亞和菲律賓的鋰礦
與印度的談判以及與韓國的清潔能源合作都是加拿大深思熟慮的戰略的一部分。加拿大並不要求占據主導地位，而是在建立夥伴關係。備忘錄正在轉化為試點項目，原材料交換正在發展成為長期貿易走廊。這不是浮誇的外交，而是悄無聲息的調整，打美國一個措手不及。加拿大的貿易博弈現在是針對個人的。這不再是過去那個謹慎保守的加拿大，總是落後於美國政策一步。這是一個經過深思熟慮的新藍圖，積極主動，悄無聲息地競爭。加拿大並非試圖取代美國，而是確保在全球經濟轉型時，它已經站在行動的前沿。
數字說明了一切。非美貿易
快速增長。對亞洲和歐盟的出口
正在飆升，對加拿大工業的投資
達到了創紀錄的水平。加拿大的
戰略並非建立在對抗之上，
而是建立在替代的基礎上。美國商品
被繁文縟節所困擾。加拿大的出口
在美國外交被視為有條件的領域無縫銜接。加拿大的務實而穩定
加拿大的做法之美在於其微妙之處，它沒有吹噓、威脅或擺姿態，而是悄悄地構建未來，讓世界在為時已晚時醒來。美國忙於重建供應鏈，並與持懷疑態度的盟友重新建立聯係
加拿大已經在那裏簽署了協議，基礎設施得到了資助，合作夥伴也已排好隊
加拿大的戰略是否足以超越美國的貿易努力？加拿大的領先不在於其原始規模，而在於其敏捷性、影響力和全球信任。它沒有以武力壓倒任何人，而是以策略取勝。對於那些從邊境彼岸或世界各地觀察的人來說，教訓是顯而易見的。不要低估那些沉默的參與者，而其他人則擺姿態。加拿大正在建設，而當世界注意到已經為時已晚時。加拿大的貿易革命不是高調的宣言或引人注目的舉動，而是關乎遠見卓識和後續行動，從關鍵礦產和電動汽車電池到印度洋-太平洋走廊和自由貿易橋。加拿大不再扮演配角，而是在製定戰略，贏得勝利。加拿大正在領先，還是隻是在長期博弈中表現得更加出色？有證據表明，隨著世界轉向稀土作為新的石油，加拿大正在悄悄地將自己定位於控製供應，全球經濟正在轉型，而加拿大已經采取行動，沒有公告，沒有戲劇，隻有結果。

BREAKING: Canada's Winning Trade Strategies - How Will Trump Fight Back?

Electric  2025年5月26日
https://www.youtube.com/watch?v=s4iyaOa5sOo&t=164s

Canada is no longer the quiet neighbor trailing behind; it’s rewriting the global trade playbook with a calculated, understated strategy. While the U.S. grapples with tariffs and subsidies, Canada is securing the future economy’s building blocks—critical minerals, EV battery supply chains, and Indo-Pacific alliances. From Ontario’s nickel to Quebec’s cobalt, Canada controls extraction and refining, outpacing competitors like China and the U.S. Its provinces have locked in multi-billion-dollar deals with Volkswagen, Stellantis, and LG Energy, positioning Canada as North America’s battery backbone. This isn’t luck; it’s leverage, with Canada quietly becoming the gatekeeper of global supply chains. New processing plants in Quebec and Manitoba bypass Chinese dominance, and even U.S. funding via the Defense Production Act supports Canadian facilities, highlighting Ottawa’s strategic edge. Canada’s Indo-Pacific strategy—once dismissed as vague—now forges trade ties with Vietnam, Indonesia, and India, embedding Ottawa in emerging trade corridors. With free trade access to the U.S., EU, UK, and Pacific economies, Canadian goods move faster and cheaper, unburdened by the political baggage slowing American efforts. As U.S. companies route green manufacturing through Canada to skirt red tape, Ottawa’s non-U.S. trade surges, fueled by record investments in tech, mining, and logistics. Canada isn’t outmuscling rivals; it’s outmaneuvering them with foresight and precision. The world is waking up to Canada’s quiet revolution, but by the time they notice, Canada’s already ahead, redefining global trade influence without fanfare.

while Canadian consumers might be spared the worst of it American shoppers are about to get hit in a clear sign that Donald Trump's trade war is really starting to bite Walmart is now the latest retailer to warn of imminent price hikes we've not seen a period where you've had prices go up this high this quickly a dramatic plunge in business forced this parcel shipper to shut down after a quarter century 99% of its customers are Canadians the difference between CO and now is people still wanted their stuff so people were ordering and we shipped to them and now a lot of customers just don't even want to come they're they lots of them have said "We'll see you in 4 years." For decades Canada has been perceived as the polite dependable neighbor to the United States quietly aligning with its southern partners' economic and geopolitical strategies but what if Canada isn't just playing catch-up anymore what if while tariff disputes and subsidy debates consume the US Canada is rewriting the global trade playbook with a subtle yet effective
strategy that the world is only now starting to notice canada isn't shouting about its ambitions or chasing headlines instead it's executing a calculated sectorby sector plan to secure the building blocks of the future economy critical minerals electric vehicle battery supply chains green trade packs and Indo-Pacific alliances this is no accident it's a deliberate strategy and working the question is has the world
noticed that Canada is winning the quiet
game canada's ascent begins with its
dominance in critical minerals the raw
materials powering the technologies of
tomorrow lithium cobalt nickel and rare
earths while the US debates how to
secure these resources and counter
China's EV dominance Canada is already
several steps ahead it's not just about
having these minerals canada is locking
in extraction refining and export deals
before competitors even realize the race
has begun nickel from Ontario cobalt
from Quebec and graphite from the Yukon
are all under Canada's control not
America's ottawa isn't waiting for
Washington's approval or direction it's
supplying the battery metals that power
the very EVs the US is scrambling to
produce the EV supply chain is where
Canada's strategy shines brightest
canadian provinces have secured
multi-billion dollar commitments from
global automakers like Volkswagen
Stalantis and LG Energy positioning
Canada as the battery backbone of North
America these partnerships aren't luck
they're leverage canada is building
entire ecosystems around battery
production from mines to refineries to
gigafactories in Ontario and Quebec
unlike the US which is caught in
political battles over subsidies and
labor clauses Canada quietly signs deals
with global giants like LG Energy UMIOR
and BASF these companies aren't just
building factories they're anchoring
supply chains that make Canada the
gatekeeper of battery components
cathodes anodes and chemical processing
the US Inflation Reduction Act aimed to
bolster made in America batteries but a
significant portion of those components
will still come from Canadian soil
qualifying under the law ottawa calls it
a great deal for Canada and it means
ensuring that Canada which is a major
car producing country today continues to
be a car producing country as we move to
electric vehicles volkswagen will get up
to $13 billion over the next decade to
make electric vehicle batteries in St
thomas Ontario for too long uh Canada
has been losing out deals to the US
industry experts say the deal is
necessary it takes a lot of money but it
it is an auction so if the United States
pays a billion dollars then someone else
is going to have to pay $2 billion or a
billion and a half or anything more to
lure in that that facility canada didn't
chase headlines it built the foundation
mines refining plants logistics and now
American automakers need Canada more
than Canada needs them canada's strategy
goes beyond exporting raw materials it's
about controlling the bottlenecks in
global trade the country that refineses
critical minerals not just extracts them
sets the rules canada is positioning
itself as that middleman new lithium
processing plants in Quebec and Manitoba
are being built to bypass Chinese
refining dominance and the US is
increasingly reliant on this supply in a
twist of irony the US government funds
some of these Canadian facilities
through its Defense Production Act
indirectly helping Ottawa reduce
American dependence on Beijing this is
leverage at its finest quiet precise and
effective canada's middleman advantage
extends to its trade relationships while
the US focuses on highstakes tariff
battles and summit theatrics canada is
forging pragmatic alliances with
Indo-Pacific nations like Indonesia
Vietnam and India key players in rare
earths tech manufacturing and green
infrastructure these relationships built
on memoranda pilot deals and early stage
logistics hubs are boring but practical
canada's 2.3 billion Indopacific trade
package emphasizes supply chain
resilience and infrastructure financing
embedding Ottawa into the trade routes
that once defined US power in the
Pacific unlike Washington's conditional
diplomacy Canada offers contracts joint
ventures and risk sharing models earning
trust where others demand allegiance
slowly but surely Canada is becoming
indispensable to the global economy
canada's trade agility is amplified by
its access to multiple markets under the
USMCA Canadian goods flow freely into
the US but Canada also has free trade
agreements with the EU the UK and
several Pacific economies something the
US lacks this means Canadian tech
minerals and battery components move
faster cheaper and with fewer
restrictions need nickelbased battery
components in Germany canada's got it
covered rare earths into Japan without
Beijing's interference ottawa's already
signed the papers meanwhile the US is
bogged down in tariff loops and
congressional delays forcing some
American companies to route their green
manufacturing supply chains through
Canada to qualify for tax credits and
avoid red tape canada didn't cheat the
system it built one that works better
this strategic dependence is a gamecher
canada's exports to Asia and the EU have
been climbing faster than ever over the
last two decades investment in Canadian
tech mining and logistics is hitting
record highs particularly from firms
hedging against US China tensions
canada's trade web is expanding and it's
doing so without the political baggage
that weighs down its competitors the US
assumed Canada would always follow its
lead economically politically militarily
but that assumption is outdated canada
has built a supply chain with European
financing Asian demand and North
American access creating a trifecta that
positions it as a global trade lynchpin
when Canada announced its Indo-Pacific
strategy critics dismissed it as vague
or performative it's proving to be one
of Ottawa's smartest long-term moves the
global trade center of gravity is
shifting east with Southeast Asia
emerging as a manufacturing hub tech
corridor and logistics powerhouse while
the US struggles to secure regional
influence Canada has slipped in almost
unnoticed trade missions to Vietnam
Indonesia and the Philippines lithium
talks with India and clean energy
collaborations with South Korea are all
part of a deliberate strategy canada
isn't demanding dominance it's building
partnerships memorandums are turning
into pilot projects and raw material
exchanges are evolving into multi-deade
trade corridors this isn't flashy
diplomacy it's quiet realignment and
catching the US offguard canada's trade
game is personal now this isn't the
cautious reactionary Canada of the past
always a step behind US policy this is a
new blueprint calculated proactive and
quietly competitive canada isn't trying
to replace the US it's ensuring that
when the global economy pivots it's
already standing where the action is the
numbers tell the story non US trade has
grown rapidly exports to Asia and the EU
are surging and investment in Canadian
industries is at record levels canada's
strategy isn't built on confrontation
but on substitution where US goods are
tangled in red tape Canadian exports
move seamlessly where American diplomacy
is seen as conditional Canada's is
pragmatic and stable the beauty of
Canada's approach lies in its subtlety
it didn't brag threaten or posture it
built the future quietly letting the
world wake up when it was too late as
the US scrambles to rebuild supply
chains and reconnect with skeptical
allies Canada is already there deals
signed infrastructure funded partners
lined up is Canada's strategy enough to
overtake US trade efforts canada is
ahead not in raw size but in agility
leverage and global trust it didn't
outmuscle anyone it outmaneuvered them
the lesson is clear for those watching
from across the border or around the
world don't underestimate the quiet
player while others posture Canada
builds by the time the world notices
it's already too late canada's trade
revolution isn't about loud declarations
or headline grabbing moves it's about
foresight and followthrough from
critical minerals and EV batteries to
Indo-Pacific corridors and free trade
bridges Canada is no longer playing a
supporting role it's playing strategy
and it's winning is Canada pulling ahead or is it just getting more brilliant at playing the long game the evidence suggests both canada is quietly positioning itself to control the supply as the world shifts toward rare earths as the new oil the global economy is pivoting and Canada is already where the action is no announcements no drama just results