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#TradeWar #Economy #Geopolitics Canada has taken unprecedented action following a sweeping U.S. trade decision, triggering immediate consequences across energy, agriculture, power generation, and manufacturing supply chains. This report examines the fallout after President Trump signed Executive Order 109, imposing a blanket 25 percent tariff on all Canadian imports, including energy, minerals, aluminum, and fertilizer. As of Sunday, January 25th, 2026, Canada responded not with counter-tariffs, but by invoking the National Strategic Reserve Act, halting key exports to the United States. Oil pipelines, rail shipments, and nuclear fuel deliveries were paused, disrupting long-integrated North American supply systems. Gas prices across the Midwest surged overnight, wheat futures trading was suspended, and U.S. energy officials issued a red alert for the Texas power grid due to refinery feedstock shortages. This report details how U.S. refineries depend heavily on Canadian heavy crude oil, which cannot be easily replaced by domestic production due to refinery design limitations. Nearly four million barrels per day of Canadian oil have historically supported Midwest and Gulf Coast refining capacity, a dependency exposed as exports were halted. The impact extends beyond fuel. The United States imports most of its nuclear fuel, with Canada emerging as the primary supplier after Russian uranium imports were banned in 2024. With export licenses paused, several U.S. nuclear plants scheduled for refueling face potential shutdowns, raising concerns over grid reliability ahead of peak summer demand. Agriculture is also affected. Canada supplies the majority of potash used by U.S. farmers, a critical fertilizer component required before spring planting. With rail shipments stopped, farmers face the risk of missed planting windows, threatening crop yields and food prices. The report further examines aluminum supply disruptions affecting automotive manufacturing, defense production, and aerospace industries, along with broader strategic concerns tied to water treaties and cross-border infrastructure. This is a factual breakdown of how geography, supply chain integration, and trade policy intersected to produce immediate economic and strategic consequences. Stay informed with verified updates #TradeWar #Economy #Geopolitics DISCLAIMER: This channel operates independently and is not affiliated with any political party, campaign, or organization. Our content is created for informational and educational purposes only. We use digital and artificial intelligence tools to help present analysis, visuals, and storytelling in a clear and accessible way. This content does not constitute legal, political, or professional advice. All commentary is based on publicly available sources and reporting.