March 5, 2025: Canada challenged U.S. tariffs at the WTO, calling them unjustified, while Trump granted a one-month exemption for U.S. automakers under industry pressure.

  • For shippers: Prepare for prolonged instability; supply chains will need to adapt to ongoing uncertainty.

  • For freight brokers/carriers: Border congestion could increase as trade tensions escalate, though the temporary auto tariff exemption may stabilize certain shipments.

  • For U.S. consumers: Some relief for car prices in the short term, but overall, expect continued supply chain disruptions and rising costs.

  • For Canadian consumers: Tariffs will likely keep pushing prices up, and if the WTO challenge fails, long-term costs could remain high.

"Canada has requested consultations with the United States at the World Trade Organization over newly imposed 'unjustified tariffs'," reported Reuters. Meanwhile, Trump defended his move, stating, "We must protect American workers, and these tariffs ensure fair trade with our neighbors."

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March 6: Trump paused 25% tariffs for a month to pressure Canada on immigration and fentanyl. Canada delayed $125B in new tariffs but kept $30B. Ontario hiked U.S. electricity export fees by 25%.

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March 4, 2025: U.S. tariffs officially took effect, pushing prices up overnight.