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The 100% Threat: Canada vs. USA Trade War Escalates

February 20, 2026 · Trade Policy

President Trump has raised the stakes in the North American trade standoff, threatening 100% tariffs on Canadian goods in response to Canada's deepening trade relationship with China. The move follows the House's symbolic vote to revoke existing Canada tariffs—and signals that the White House is willing to double down rather than back off.

What's at risk

Canada is a major supplier of lumber, energy, and agricultural products to the US. A 100% tariff would effectively double the cost of those imports overnight, hitting construction, heating, and food prices. Markets are already pricing in volatility; supply chains are scrambling to model scenarios. For households, the message is clear: prepare for the possibility of sharply higher costs on anything that crosses the northern border.

Model it yourself: Use our Tariff Impact Tool to see how different tariff rates affect the cost of imported goods.

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