
Alongside newly announced universal tariffs on aluminum and steel imports, President Trump has levied tariffs, currently on hold, on a number of goods from Canada and Mexico. How are those countries reacting? This episode: White House correspondent Asma Khalid, political correspondent Susan Davis, international affairs correspondent Jackie Northam, and Mexico City correspondent Eyder Peralta. The podcast is produced by Bria Suggs & Kelli Wessinger, and edited by Casey Morell. Our executive producer is Muthoni Muturi.Listen to every episode of the NPR Politics Podcast sponsor-free, unlock access to bonus episodes with more from the NPR Politics team, and support public media when you sign up for The NPR Politics Podcast+ at plus.npr.org/politics.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Chapter 1: What is the introduction and context for Trump's tariffs?
I'm cold just listening to that. Hey there, it's the NPR Politics Podcast. I'm Asma Khalid. I cover the White House. And I'm Susan Davis. I cover politics. And today on the show, Trump tariffs are back.
It's a big deal. It's a big deal. This is the beginning of making America rich again.
Yesterday, the president announced 25 percent tariffs on all steel and aluminum imports. Every country, no exceptions, no exclusions, even for our neighbors, Canada and Mexico. And this all comes after Trump had threatened and then pulled back from sweeping tariffs on Canada and Mexico. So today on the show, we want to hear how our neighbors are reacting.
Chapter 2: How is Canada responding to the U.S. tariffs?
And lucky for us, we have got a stellar group of international correspondents that we can call up. And we're going to start up north with NPR correspondent Jackie Northam, who was just in Canada's capital, Ottawa. Hey there, Jackie. Thanks for joining us. Hey, thank you very much for having me. Jackie, how is Canada responding to this latest news from President Trump?
Well, Prime Minister Justin Trudeau mentioned to Vice President J.D. Vance that this was going to hurt his home state of Ohio. Canada is the largest supplier of both aluminum and steel to the U.S. It's going to have a huge impact if this does happen.
However, Trudeau has not said whether he is going to place retaliatory tariffs if these do go ahead, unlike earlier tariffs that Trump had said he was going to put on all Canadian products.
Yeah. Jackie, I want to ask you about that, because there was a lot of back and forth a couple of weeks ago where Trump threatened, you know, widespread tariffs on Canadian goods that would come into the United States. And I recall Justin Trudeau said, well, then Canada will retaliate.
Yeah, sure did. He said it was going to be the same 25 percent tariffs on a wide range of U.S. goods, up to 100 billion dollars worth. And so that would be You know, U.S. cars or plastic, alcohol, any sort of beer and bourbon, household products as well.
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Chapter 3: What economic impacts do the tariffs have on Canada?
And the reason that he did that, because the tariffs that Trump was threatening to slap on Canada, which are still in place, they're just being suspended for now. We don't know if they're going to be, you know, come back again or not. But this was really hitting Canada hard. It was affecting agricultural products, lumber and paper products, but also things like potash that's used for fertilizer.
Canada was also facing 10% tariffs on crude oil. Now, if you think about it, the U.S. gets about half of its imported oil. So these were really digging deep. And so that's why Trudeau turned around and said, right, we're going to hit back as hard as you're hitting us. And to be honest,
He had really just broad backing by the Canadian public because they were sort of fed up with being what a lot of people think is being bullied by the U.S.
So these broad tariffs that Jackie was describing, as she mentioned, they are suspended for now. They could come back. Right. We don't really know what's going to happen on those across the board tariffs. But to me, this is interesting because Canada is a longtime ally of the United States. I mean, the countries share the largest undefended border in the world.
And so by acting this way toward a major ally, it seems like President Trump is signaling that foreign policy is just a far more transactional process for him than it has been in previous administrations.
You do get the sense that Canada has been put on its back foot a little bit since Trump took office. I think that Mexico was prepared for a more contentious relationship with the White House. But I don't know if Canada really saw this coming. I will say broadly, I don't think anyone should be surprised by this. If there was anything...
that Trump talked about more consistently on the campaign trail and has seemed the most committed to in the entirety of his political lifetime is the idea of tariffs. And I think these two specific types of tariffs, I think, illuminate how Trump sees them in two different ways. I think that the initial tariffs that he had announced against Canada and Mexico
were a bit of a stick it wasn't about the economy it was about getting these countries to respond to immigration and drug policies and frankly they did so i think that there are a lot of trump allies that look at his efforts on tariffs and say look it gets people to the table and it gets people to enact policies they might not otherwise enact if he wasn't so threatening on the steel and aluminum front i think these are a little bit different i think that this is much more aligned
with Trump's economic vision and that he's trying to right-size certain US industries, like the US steel industry, which the industry itself is celebrating the tariffs, if not domestic manufacturers. I don't think it's a negotiating tactic. I think it's economic policy. And so it doesn't seem to me that those would be as likely peeled back.
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Chapter 4: Is Trump's tariff strategy working with Canada?
Jackie, there's one thing, though, that Sue just said I want to ask you about, and that is the idea that the initial overture from Trump around broad-based sweeping tariffs, that it worked in eliciting some sort of response from Canada. From your vantage point, from your conversations with the people and politicians in Canada, did it work?
At the end of the day, the difference was between when he said he was going to do it and when he said he was going to postpone the tariffs. Two things happened. One is that Canada agreed to announce a fentanyl czar. And this is really an American term, czar. You wouldn't hear this in Canadian lexicon, right? It's just not there.
And the other thing was a joint strike force team meant to target money laundering and the criminal underworld and that sort of thing. Other than that, Canada had everything else in place already, over a billion dollars to beef up its border security, things like that.
So we're not really sure what the difference was between he said he was going to implement them and until he said he was just going to hold off for a month. Just those two things. So it really leaves a lot of Canadians wondering, what was this about? You know, I was just up there on a trip. I was so struck by the, you know, just the depth of anger and disappointment.
Sue, given that ill will that Jackie has described, what is the off-ramp here? I mean, these two countries, Canada and the United States, have economies that are deeply intertwined. Is there an off-ramp here?
It certainly doesn't seem like it. And I know it's partly Trump being Trump, but I also think the continued talk, and I think he reiterated it just within recent days, of wanting to make Canada the 51st state is Obviously, that's a much more complicated process, but I think it does sort of speak to almost a bit of dismissiveness Trump has towards Canada as an ally.
I think he sees their resources and their minerals as something that the U.S. has direct interest in. And this is one small example of a bigger worldview in which I think Trump is much more antagonistic and dismissive of traditional U.S. allies, especially when it comes to economic terms. Like he just wants... He wants a better deal, even from longtime U.S. allies.
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Chapter 5: How does Trump's foreign policy approach affect traditional allies?
And I think you're going to see this intensified because the White House is already indicating that they're looking to the European Union for more tariffs. And I think they're similarly saying, like, wait, well, why us? And it is a profoundly different economic viewpoint coming from the Republican Party. And Trump is ready to go. All right.
Well, Jackie Northam, thank you so much for bringing your reporting to us.
Thanks very much. Nice to be here.
And we're going to take a quick break. And when we get back, we'll have more on the reaction from our neighbor to the south, Mexico. And we're back. And we're joined now by our colleague, Eder Peralta, who covers Mexico for NPR. Hey there, Eder.
Hey, Asma.
So, Eder, I also want to get the response that you are hearing from Mexico to this latest move from the Trump administration, the 25 percent tariff on steel and aluminum.
You know, Mexico's president, Claudio Sheinbaum, has always said that Mexico's response will be cool-headed. So this morning, the president came out for her morning briefing. You know, she basically said, everyone, stay calm. We're not going to enact retaliatory tariffs, unlike Canada.
And, you know, basically, she said these tariffs on aluminum and steel are not a reality, they go into effect in March. And she said, we're going to talk, she got her economy minister out. And he said, look, these economies are too interwined. And so we have to find common sense. And he said,
that Mexico is going to wait for Trump's cabinet to get settled and that they just want to have phone conversations. And what the economy minister said is, we're going to explain to Trump just how complicated and impossible this would be for him. And he gave a really interesting example. He said, take a look at pistons, the pistons that go in cars.
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