突发新闻：加拿大致胜的贸易策略——特朗普将如何反击？
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
拿大不再是默默无闻、落后的邻国；它正在用一种精心策划、低调的策略改写全球贸易格局。在美国苦苦挣扎于关税和补贴之际，加拿大正在确保未来经济的基石——关键矿产、电动汽车电池供应链以及印太联盟。从安大略省的镍矿到魁北克省的钴矿，加拿大掌控着矿产开采和精炼，超越了中国和美国等竞争对手。加拿大各省已与大众汽车、Stellantis和LG能源达成了数十亿美元的交易，将加拿大定位为北美电池行业的中坚力量。这并非运气，而是筹码，加拿大正悄然成为全球供应链的守门人。魁北克省和马尼托巴省的新建加工厂绕过了中国的主导地位，甚至美国通过《国防生产法》提供的资金也支持着加拿大的设施，凸显了渥太华的战略优势。加拿大的印太战略——曾被认为含糊不清——如今正与越南、印度尼西亚和印度建立贸易联系，将渥太华嵌入新兴的贸易走廊。凭借与美国、欧盟、英国和太平洋经济体的自由贸易准入，加拿大商品运输速度更快、价格更低，摆脱了阻碍美国努力的政治包袱。随着美国公司将绿色制造业务转移到加拿大以绕过繁琐的手续，渥太华在科技、采矿和物流领域创纪录的投资推动下，其与美国以外的贸易激增。加拿大并非在力量上超越竞争对手，而是凭借远见卓识和精准策略取胜。世界正在意识到加拿大这场静悄悄的革命，但当他们注意到时，加拿大已经领先一步，悄无声息地重新定义全球贸易影响力。
虽然加拿大消费者可能免受最坏的影响，但美国购物者即将受到打击，这清楚地表明唐纳德·特朗普的贸易战真的开始产生影响，沃尔玛现在是最新一家警告即将涨价的零售商，我们从未见过价格如此迅速地上涨，业务的急剧下滑迫使这家包裹托运公司在成立 25 年后倒闭，其 99% 的客户是加拿大人，CO 和现在的区别在于人们仍然想要他们的东西，所以人们订购，我们发货给他们，现在很多顾客甚至不想来，他们中的很多人都说“我们 4 年后再见”。几十年来，加拿大一直被视为美国礼貌可靠的邻国，默默地与其南方伙伴的经济和地缘政治战略保持一致。但如果加拿大不再只是追赶者，而当关税争端和补贴辩论席卷美国时，加拿大正在以一种微妙而有效的战略改写全球贸易剧本，而世界现在才开始注意到这一点。加拿大并没有大肆宣扬其雄心壮志，也没有追逐头条新闻，而是在执行一项经过深思熟虑的行业计划，以确保未来经济的基石——关键矿产、电动汽车电池供应链、绿色贸易协议和印太联盟。这绝非偶然，而是一项经过深思熟虑且行之有效的战略。问题是，世界是否注意到加拿大正在悄无声息地赢得这场博弈？加拿大的崛起始于其在关键矿产领域的主导地位，这些原材料为未来技术提供动力，包括锂、钴、镍和稀土。而美国正在争论如何保护这些资源并对抗中国在电动汽车领域的主导地位。加拿大已经领先几步，加拿大锁定的不仅仅是这些矿产。在竞争对手意识到竞争已经开始之前，加拿大就已达成开采、精炼和出口协议。安大略省的镍、魁北克省的钴以及育空地区的石墨都已落入加拿大的掌控之中。渥太华并非美国的渥太华，它并非等待华盛顿的批准或指示，而是供应电池所需的金属。而美国正在争相生产的电动汽车正是电动汽车供应链中最闪耀的光芒。加拿大各省已获得大众汽车、Stalantis 和 LG 能源等全球汽车制造商数十亿美元的承诺，将加拿大定位为北美电池行业的支柱。这些合作关系并非运气，而是杠杆。加拿大正在安大略省和魁北克省构建围绕电池生产的整个生态系统，从矿山到精炼厂，再到超级工厂。而美国则深陷补贴和劳工条款的政治斗争。加拿大悄悄地与 LG 能源、UMIOR 和巴斯夫等全球巨头签署协议。这些公司不仅在建造工厂，还在巩固供应链，使加拿大成为电池组件、阴极、阳极和化学加工的守门人。美国《通胀削减法案》旨在
支持美国制造的电池，但这些零部件中很大一部分仍将产自加拿大本土。根据该法案，渥太华称这对加拿大来说是一笔大买卖，这意味着确保加拿大——如今的主要汽车生产国——在我们转向电动汽车之际，继续保持汽车生产国的地位。大众汽车将在未来十年获得高达130亿美元的资金，用于在安大略省圣托马斯生产电动汽车电池。长期以来，加拿大一直在输给美国。业内专家表示，这笔交易
是必要的，需要大量资金，但
这是一场拍卖，所以如果美国
支付10亿美元，那么其他人将不得不支付20亿美元、15亿美元甚至更多的金额来吸引这家工厂。加拿大并没有追逐头条新闻，而是建立了基础。
矿山、炼油厂、物流，现在
美国汽车制造商比加拿大更需要加拿大。
加拿大的战略
不仅仅是出口原材料，而是
控制全球贸易中的瓶颈。
炼油国
至关重要矿物不仅仅是开采它们
制定规则 加拿大正在将自己定位为
中间人 新的锂
加工厂正在魁北克和马尼托巴建设中
以绕过中国在炼油领域的主导地位，而美国越来越依赖这种供应。具有讽刺意味的是，美国政府通过《国防生产法》为其中一些加拿大设施提供资金，间接帮助渥太华减少美国对北京的依赖。这是其最佳优势，精准有效。加拿大的中间人优势
延伸到其贸易关系，而
美国则专注于高风险的关税战和峰会的戏剧性场面。加拿大正在与印度-太平洋国家（如印度尼西亚、越南和印度）建立务实的联盟，这些国家是稀土、技术制造和绿色基础设施的关键参与者。这些建立在备忘录、试点协议和早期物流中心基础上的关系虽然枯燥乏味，但却切实可行。加拿大23亿印度-太平洋人口贸易一揽子计划强调供应链韧性和基础设施融资，将渥太华嵌入曾经定义美国在太平洋地区实力的贸易路线。不同于华盛顿的有条件外交，加拿大提供合同、合资企业和风险共担模式，在其他国家缓慢但稳步地要求效忠的情况下赢得信任。加拿大正成为全球经济中不可或缺的一部分。加拿大的贸易灵活性因其
在USMCA下进入多个市场而得到增强。加拿大商品自由流入美国，但加拿大也与欧盟、英国和几个太平洋经济体签订了自由贸易协定。
这是美国所缺乏的。这意味着加拿大的科技
矿产和电池组件生产速度更快、更便宜、限制更少。德国需要镍基电池组件。加拿大已经做到了。
稀土元素进入日本，无需
北京的干预。渥太华已经
签署了文件。与此同时，美国
陷入关税循环和
国会的拖延，迫使一些
美国公司将其绿色制造供应链通过加拿大。
以获得税收抵免资格并
避免繁文缛节。加拿大没有作弊。它所构建的
体系运作得更好
这种战略依赖是关键
加拿大对亚洲和欧盟的出口
在过去二十年里一直以前所未有的速度攀升
对加拿大科技、采矿和物流的投资创下历史新高，尤其是来自对冲中美紧张局势的公司
加拿大的贸易网络??正在扩张，而且没有政治包袱
拖累其竞争对手——美国
认为加拿大会一直追随其
在经济、政治、军事上的领先
但这种假设已经过时了
加拿大已经建立了一条供应链，欧洲为亚洲需求提供资金，北美也进入，这创造了一个三重优势，
使其成为全球贸易的关键
当加拿大宣布其印太战略时，批评人士认为该战略含糊不清或只是做做样子
事实证明，这是渥太华最明智的长期举措之一
全球贸易重心正在向东转移，东南亚正在崛起成为制造业中心、科技走廊和物流强国，而美国则在努力确保地区影响力
加拿大在贸易代表团中的排名几乎无人注意越南、印度尼西亚和菲律宾的锂矿
与印度的谈判以及与韩国的清洁能源合作都是加拿大深思熟虑的战略的一部分。加拿大并不要求占据主导地位，而是在建立伙伴关系。备忘录正在转化为试点项目，原材料交换正在发展成为长期贸易走廊。这不是浮夸的外交，而是悄无声息的调整，打美国一个措手不及。加拿大的贸易博弈现在是针对个人的。这不再是过去那个谨慎保守的加拿大，总是落后于美国政策一步。这是一个经过深思熟虑的新蓝图，积极主动，悄无声息地竞争。加拿大并非试图取代美国，而是确保在全球经济转型时，它已经站在行动的前沿。
数字说明了一切。非美贸易
快速增长。对亚洲和欧盟的出口
正在飙升，对加拿大工业的投资
达到了创纪录的水平。加拿大的
战略并非建立在对抗之上，
而是建立在替代的基础上。美国商品
被繁文缛节所困扰。加拿大的出口
在美国外交被视为有条件的领域无缝衔接。加拿大的务实而稳定
加拿大的做法之美在于其微妙之处，它没有吹嘘、威胁或摆姿态，而是悄悄地构建未来，让世界在为时已晚时醒来。美国忙于重建供应链，并与持怀疑态度的盟友重新建立联系
加拿大已经在那里签署了协议，基础设施得到了资助，合作伙伴也已排好队
加拿大的战略是否足以超越美国的贸易努力？加拿大的领先不在于其原始规模，而在于其敏捷性、影响力和全球信任。它没有以武力压倒任何人，而是以策略取胜。对于那些从边境彼岸或世界各地观察的人来说，教训是显而易见的。不要低估那些沉默的参与者，而其他人则摆姿态。加拿大正在建设，而当世界注意到已经为时已晚时。加拿大的贸易革命不是高调的宣言或引人注目的举动，而是关乎远见卓识和后续行动，从关键矿产和电动汽车电池到印度洋-太平洋走廊和自由贸易桥。加拿大不再扮演配角，而是在制定战略，赢得胜利。加拿大正在领先，还是只是在长期博弈中表现得更加出色？有证据表明，随着世界转向稀土作为新的石油，加拿大正在悄悄地将自己定位于控制供应，全球经济正在转型，而加拿大已经采取行动，没有公告，没有戏剧，只有结果。
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
