About this episode

The episode discusses the U.S.-Canada trade war and its implications for energy exports and oil markets.

The podcast is back after the summer break! Peter and Jackie begin with the escalating U.S.–Canada trade war, including renewed calls to use Canadian energy exports as leverage by reducing exports or imposing tariffs. Both approaches would hurt Canada more than the United States. They also discuss Canada’s new counter-tariffs, which take effect on September 8. Next, they examine oil markets as the Strait of Hormuz closes again. With tanker traffic low and difficult to track, and refined...

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