Ontario Premier Doug Ford stated that he may cut off electricity and critical mineral exports to the United States as a trade dispute escalates. Ford criticized President Donald Trump's trade policies, suggesting that Trump has misjudged Canada's resolve to resist U.S. pressure. He emphasized that Canada is prepared for economic conflict, stating, "We’re all in," and warned that all options, including electricity and mineral exports, are on the table.
The tensions heightened after Prime Minister Mark Carney exited trade negotiations with the Trump administration, citing unreasonable demands from Washington. In response, the U.S. imposed 50% tariffs on approximately $20 billion worth of Canadian goods, prompting Canada to announce matching counter-tariffs. Trump further escalated the situation by threatening additional tariffs on Canadian automobiles and parts.
Ford highlighted the importance of critical minerals, such as high-grade nickel and uranium, to U.S. national defense and industrial manufacturing. He stated, "What would they do without the high-grade nickel that we ship down to the U.S.?" Ford also mentioned that Ontario powers 1.5 million homes and businesses, indicating that the province could raise power rates or stop electricity exports if the trade conflict continues.
The automotive industry, a key sector in Ontario, is significantly affected by these trade tensions, with major automakers relying on integrated supply chains across the U.S.-Canada border. Ford expressed his opposition to a draft agreement that would have allowed American liquor back into Ontario stores, indicating his readiness to publicly reject the deal. He also noted that the U.S. sought provisions that would limit Canada’s ability to negotiate trade agreements with other countries without U.S. approval.