Canada just OUTPLAYED the US - And Europe is LOVING It!

16th August 2025

In 2025, Canada quietly began rerouting its $18B aluminum exports - not toward the United States, but toward Europe. Why? Carbon policy. While U.S.-Canada trade tensions heat up with new tariffs, the EU's Carbon Border Adjustment Mechanism (CBAM) is creating fresh incentives for low-emission materials. Canada's hydro-powered aluminum smelters are suddenly tariff-proof, and Europe is buying in.

In this video, we unpack:
How Canada became America’s aluminum lifeline - and why that’s changing
Why Germany is emerging as Canada’s next big buyer
The climate economics behind CBAM and Canada’s low-carbon advantage
How Trump’s 2025 tariff escalations may have backfired
Why the aluminum pivot signals a deeper recalibration in U.S.-Canada trade relations

This isn’t just about metal, but it’s about geopolitics, climate policy, and the future of strategic trade.