The Tariffs Stalk at Midnight + LIVE Q&A Starts Soon!
Peter Zeihan
6 min
The new tariff policies will cause a significantly worse recession than previously predicted. We are just getting started on this dislocation.
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Donald Trump
Chapters
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0:00
New Tariffs on Canada and Mexico
The speaker outlines immediate tariff changes affecting trade with Canada and Mexico, including rates on automobiles, energy, aluminum, and steel. The speaker explains how new tariffs on Canadian crude oil will force expensive refinery upgrades and raise fuel costs.
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2:21
Disruption to Automotive Industry
The speaker details how tariffs on finished vehicles and parts will shatter integrated North American manufacturing supply chains.
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3:39
Rising Costs for Steel and Aluminum
The speaker notes that tariffs on aluminum from Canada will drastically increase costs for construction and manufacturing. The speaker argues that these new tariffs make a predicted recession significantly worse than previously estimated.
Key points
- 0:00
The U.S. has implemented its 86th tariff policy in the last month.
- 0:00
New tariffs impose a 25% charge on all trade from Canada and Mexico.
- 0:00
Tariffs on Canadian crude oil will force expensive refinery upgrades.
- 0:00
Gasoline and diesel prices will rise significantly in the Midwest.
- 2:21
Automotive tariffs add $2,000 to $12,000 per vehicle immediately.
- 2:21
Future tariffs on car parts will add at least $10,000 per vehicle.
- 2:21
North American manufacturing supply chains will be shattered by these charges.
- 3:39
Tariffs on Canadian aluminum now cost 50% more than before.
- 3:39
A predicted recession will be significantly worse due to these new tariffs.
- 3:39
Future sectoral tariffs on semiconductors and medications are coming soon.
Who and where
People · 1
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Donald Trump 1
President of the United States (2017–2021; since 2025)
Photo 1
1. Photo: Daniel Torok, Public domain, via Wikimedia Commons · Wikidata · redrawn in our house style (Donald Trump)
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