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John Nelson

@WIgeopolitical • 1,284 subscribers

I cover: 🇺🇸 U.S. and Wisconsin l 🇨🇦 Canadian-U.S. trade relations l 🇷🇺🇺🇦 the Russia-Ukraine war. Opinions are my own. U.S. Navy Veteran

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🇺🇸🇨🇦 CANADA’S INDUSTRIAL COLLAPSE under Mark Carney — Updated, with receipts 🧾 📍 Honda Alliston, ON → EV assembly and battery SUSPENDED — CR-V output moved to the U.S. 📍 Stellantis Brampton, ON → IDLED — Jeep Compass moved to Illinois, about 3,000 out, plant up for sale 📍 Stellantis Windsor battery → STAKE SOLD for US$100 — NextStar still runs under LG, about 1,300 employed 📍 Stellantis Windsor Assembly → REPEAT IDLES — down the weeks of Oct. 19, Oct. 26 and Nov. 2, about 6,400 affected 📍 GM CAMI Ingersoll, ON → CLOSED — BrightDrop ended, about 1,150 laid off, future use uncommitted 📍 Ford Oakville, ON → EV plan DROPPED — retooled for Super Duty, first trucks April 2026, Ottawa put in $464.5 million to reopen it 📍 Northvolt Quebec → BANKRUPT 📍 Umicore Loyalist, ON → SUSPENDED 📍 Stelco Hamilton, ON → INDEFINITELY IDLED — cold-rolled and coated lines wind down Oct. 9, about 350 there, up to 500 with Lake Erie 📍 Algoma Sault Ste. Marie, ON → INTEGRATED STEELMAKING ENDING — more than 1,000 layoffs, blast furnace exit accelerated 📍 ArcelorMittal Hamilton, ON → WIRE MILL CLOSED — 153 jobs, June 2025 📍 PowerCo St. Thomas, ON → DELAYED — battery production pushed to 2029, not cancelled 🇨🇦 Oakville eventually came back. NextStar is still producing. Several of the rest are idled, delayed, or written down, not cashed out, yet. Ottawa’s response? Press releases. Photo ops. A loan, then the layoff notice. This is managed decline with a price tag. H/T wealthmoose (link to his MAY article in the comments) 🇨🇦 #CdnPoli #AutoIndustry #Steel #Ontario #Manufacturing #MarkCarney #Canada

🇺🇸🇨🇦 CANADA’S INDUSTRIAL COLLAPSE under Mark Carney — Updated, with receipts 🧾 📍 Honda Alliston, ON → EV assembly and battery SUSPENDED — CR-V output moved to the U.S. 📍 Stellantis Brampton, ON → IDLED — Jeep Compass moved to Illinois, about 3,000 out, plant up for sale 📍 Stellantis Windsor battery → STAKE SOLD for US$100 — NextStar still runs under LG, about 1,300 employed 📍 Stellantis Windsor Assembly → REPEAT IDLES — down the weeks of Oct. 19, Oct. 26 and Nov. 2, about 6,400 affected 📍 GM CAMI Ingersoll, ON → CLOSED — BrightDrop ended, about 1,150 laid off, future use uncommitted 📍 Ford Oakville, ON → EV plan DROPPED — retooled for Super Duty, first trucks April 2026, Ottawa put in $464.5 million to reopen it 📍 Northvolt Quebec → BANKRUPT 📍 Umicore Loyalist, ON → SUSPENDED 📍 Stelco Hamilton, ON → INDEFINITELY IDLED — cold-rolled and coated lines wind down Oct. 9, about 350 there, up to 500 with Lake Erie 📍 Algoma Sault Ste. Marie, ON → INTEGRATED STEELMAKING ENDING — more than 1,000 layoffs, blast furnace exit accelerated 📍 ArcelorMittal Hamilton, ON → WIRE MILL CLOSED — 153 jobs, June 2025 📍 PowerCo St. Thomas, ON → DELAYED — battery production pushed to 2029, not cancelled 🇨🇦 Oakville eventually came back. NextStar is still producing. Several of the rest are idled, delayed, or written down, not cashed out, yet. Ottawa’s response? Press releases. Photo ops. A loan, then the layoff notice. This is managed decline with a price tag. H/T wealthmoose (link to his MAY article in the comments) 🇨🇦 #CdnPoli #AutoIndustry #Steel #Ontario #Manufacturing #MarkCarney #Canada

33,447 просмотров • 1 день назад

🇺🇸🇨🇦 Greer this morning: no urgency. Canadians call when they want a deal. The United States is comfortable. LeBlanc’s answer: we’re not waiting by the phone either. That is the whole Canadian strategy for the past 18 months. Walk away back in August, summon the minister home, sell it as sovereignty then pretend the customer is the one who should be texting. Oshawa is cutting shifts. Volkswagen just kicked St. Thomas to 2029. A 25% tariff wall is up and 50% is on the calendar. And the Canadian minister responsible for the disaster is doing pressers about how he is not checking his messages. That ought to be comforting to Canadian workers. You do not win a trade war by leaving the table and then bragging that you are not waiting for a callback when the U.S. is cutting deals and slowly replacing your products.

🇺🇸🇨🇦 Greer this morning: no urgency. Canadians call when they want a deal. The United States is comfortable. LeBlanc’s answer: we’re not waiting by the phone either. That is the whole Canadian strategy for the past 18 months. Walk away back in August, summon the minister home, sell it as sovereignty then pretend the customer is the one who should be texting. Oshawa is cutting shifts. Volkswagen just kicked St. Thomas to 2029. A 25% tariff wall is up and 50% is on the calendar. And the Canadian minister responsible for the disaster is doing pressers about how he is not checking his messages. That ought to be comforting to Canadian workers. You do not win a trade war by leaving the table and then bragging that you are not waiting for a callback when the U.S. is cutting deals and slowly replacing your products.

86,976 просмотров • 9 дней назад

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