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CANADA GLOBAL TRADE ADJUSTING U.S. Retail Check: Canada Quietly Replaces U.S. in $700 Billion Supply Corridors PLAY YOUTUBE VIDEO Original article: https://www.youtube.com/watch?v=uH3ZPxbkIjM
Canada Quietly Replaces U.S. in $700 Billion Supply Corridors U.S. Retail Check Jun 26, 2025 8.84K subscribers ... 34,761 views ... 1.3K likes UNITED STATES Canada Quietly Replaces U.S. in $700 Billion Supply Corridors In a seismic shift few saw coming, Canada has quietly replaced the United States in five of the world’s most critical supply corridors, rerouting over $700 billion in global trade—from energy and agriculture to batteries and shipping. While Washington argues over tariffs and slogans, Ottawa has been building the future. This video uncovers how America—the once undisputed hub of global commerce—is losing its grip, not from sabotage, but from something more dangerous: being outpaced, out-planned, and out-delivered. What caused this unprecedented shift in trade power? How did Canada, long considered a supporting player, quietly move into the lead? And most importantly—what does this mean for your job, your grocery bill, and your electric bill? We break down: 👉The Battery Corridor – How Canada hijacked the EV race and redirected battery flows to Europe. 👉The Power Corridor – Why electricity bills are spiking in the U.S. while Canadian energy flows eastward. 👉The Agricultural Corridor – How American wheat fields are going silent as “Product of Canada” fills global shelves. 👉The Tech Corridor – Why global AI talent is moving to Toronto and Montreal, not Silicon Valley. 👉The Container Corridor – The final blow: when ships no longer dock in L.A. or Houston, but in Halifax and Vancouver. This isn’t just about economics. It’s about what happens when a superpower loses control over what the world eats, powers, moves, and builds. 📉 If you’ve noticed rising prices, fewer job opportunities, or disappearing manufacturing—this video explains why. Don’t miss this urgent exposé revealing the quiet transformation of global power… and what the U.S. must do before it’s too late. 👉 Subscribe for more hard-hitting investigations into the forces reshaping America’s future. #supplychaincrisis #ussupplychain #canadaeconomy #canadavsuseconomy #canadasupplychain #canada 📌 Disclaimer – URC Channel The thumbnail used in this video is intended for visual engagement purposes only. It is a creative representation designed to attract attention and may not fully reflect the actual content of the video. We appreciate your understanding. This video is created for informational, educational, and entertainment purposes. While we strive to ensure accuracy and present well-sourced material, the content is primarily based on publicly available sources such as news reports, social media commentary, public forums, editorial analysis, and user-submitted insights. We do not guarantee complete accuracy, nor do we claim to provide official, exhaustive, or professional advice. Viewers are strongly encouraged to verify information independently and consult trusted sources before forming conclusions or making decisions. 📌 This content is not intended to defame, discredit, or cause harm to any individual, group, organization, or nation. Instead, it aims to explore multiple perspectives, raise awareness, and foster respectful dialogue and critical reflection. Please approach all content with an open mind and critical thinking. Thank you for watching and for being a thoughtful part of the URC community. How this content was made Altered or synthetic content Sound or visuals were significantly edited or digitally generated. Learn more Peter Burgess COMMENTARY Donald Trump is very powerful, but he is also very dumb. Common sense would suggest that this could not happen ... and indeed it is not easy to explain. A possible explanation is that the American electorate is also very dumb ... or lazy ... or dumb and lazy! Donald Trump's father was a successful builder / developer in New York. Peter Burgess Transcript 0:00 you used to think the United States was the center of the global supply chain that every flow of goods energy and data had to pass through this country think again while politicians in Washington are still arguing over tariffs and the 0:12 America First slogan Canada is quietly reshaping the map of global trade each trade corridor worth hundreds of billions of dollars is shifting direction no longer passing through Chicago Texas or California but moving instead to Ontario Halifax and Vancouver and if you're wondering why the price of your car your electricity or even your loaf of bread is skyrocketing then the video Canada quietly replaces US in 700 billion dollar supply corridors is your answer today let's uncover the five trade corridors that are gradually causing the United States to be replaced and remember this information is compiled from statistical data and is not intended to defame any organization or individual number one the battery corridor you may not notice it but lithium ion batteries are everywhere in your life they're in the iPhone you scroll through every 1:00 morning the Tesla you drive to work the drill in your garage and even the smartwatch your nephew got last Christmas batteries are the lifeblood of the 21st century and if that's true then America used to be the heart 10 years ago no one doubted it the US held more than 27% of the global EV battery production market home to the headquarters of Tesla Apple and Ford icons of global technology detroit Ohio and Indiana were industrial junctions where millions of cathode units and hundreds of thousands of battery packs were assembled packaged and shipped around the world each month the 2022 inflation reduction act pledged tens of billions of dollars to localize the battery supply chain aiming to sever dependence on China back then everyone believed batteries would be America's springboard into the green era but then something no one expected happened not China not war but Canada in March 2025 the province of Ontario quietly passed a law called Bill 142 on strategic minerals it sounds boring but its impact was like slicing directly into the economic artery of the United States under this law 11 critical minerals 2:01 including nickel cobalt lithium and cathode compounds could only be exported with individual shipment approvals from the federal government no ban no declaration of a trade war but what followed was like pulling an IV tube quiet and precise within two weeks of the law taking effect numerous US companies received notices from their suppliers contracts would not be renewed quota not yet approved exports pending licensing some letters didn't even cite reasons simply stating market conditions have changed according to an industrial association in Michigan over 63% of cathode orders from Canada to the MOS in April were indefinitely postponed meanwhile across the Atlantic things were bustling canada signed a $20 billion tradeou with the European Commission granting exclusive access to battery minerals for companies like Volkswagen Stalantis and Renault for 5 years these companies didn't just receive materials they were also granted carbon credit benefits import tax reductions and logistics support in Bacon the GM Pasco joint plant originally serving the US market quietly 3:01 shifted its production line to European technical standards toronto became a hub for signing long-term contracts halifax once a quiet port on the Atlantic coast was zoned as a key export terminal for cold chain battery shipments to Hamburgg and Roderdam america once the center of the supply chain found itself on the outside in Michigan many small firms supplying battery components began scaling down in Ohio over 1/400 workers in Toledo Akran and Youngstown faced reduced hours or temporary layoffs in Indiana and Illinois secondary plants assembling battery cells reported a Q2 sales drop of over 20% some high-tech companies in Pennsylvania specializing in electrode analysis for Apple were forced to redirect orders to Asia due to a shortage of materials from Canada according to the Peterson Institute the disruption in the battery chain alone could cost the US more than 38 billion in direct manufacturing value in 2025 not including the ripple effects on EV production household electronics and even defense the price of nickel sulfate a key cathode material jumped over 700 4:01 or 40 per ton after the US was forced to shift imports to Indonesia a Ford F-150 Lightning now costs nearly $3 and $200 more meanwhile a similar model made in Europe using Canadian materials remains at the same price american consumers are beginning to feel the pressure a June 2025 report from the consumer advisory group noted that prices of electronic devices like phones laptops and high-end refrigerators rose by five torch capab 11% largely due to battery cost increases some retailers in California and Texas had to cancel orders with domestic suppliers turning to European battery sources instead even with longer delivery times while Americans scramble to adapt Canada is busy counting contracts deutsche Bank confirmed it successfully brokered a $4.6 billion guarantee package from EU firms canada's Ministry of Trade estimates export revenues from batteries and related minerals rose over 19% in Q2 a record surge in the past 20 5:02 years a G7 related insider revealed Canada could directly control over $120 billion out of the $700 billion in value from the globally restructuring trade corridors thanks to batteries and renewable energy and so each battery container each cathode unit each block of lithium is gradually rerouting no longer stopping in Detroit not visiting Ohio or Illinois but heading straight from Halifax to Hamburgg from Quebec to Paris places once considered America's strategic rear bases are now just technical layovers on the Canada EU trade map the question isn't just how much the US has lost but who is now redefining the future when you no longer control the technological bloodstream of the century what meaning is left in having a heart but no arteries and the more worrying part batteries may just be the tip of the iceberg beyond this electrification corridor other roots are shifting if the United States doesn't rapidly reposition itself in the 21st century supply chain there may come a day when no one calls Washington the central crossroads anymore 6:01 number two the power corridor if you think control over the battery supply chain was the biggest prize Canada won from the 2025 trade restructuring then perhaps you haven't looked up at the power grid because electricity a resource seemingly invisible is becoming a new form of power and Canada is quietly but surely seizing it in just 3 months Canada has gradually replaced the United States in crossber electricity supply contracts not only within North America but also with countries that once closely aligned with Washington in post crisis energy strategies what was once the exclusive strength of the US grid stability scale and geographic advantage is now being replaced by a new route from the north where Canada is silently channeling electricity from the Great Lakes to the Atlantic and onward to Europe according to a document released by the European Energy Agency in early June countries like Ireland the Netherlands and Belgium once importers of high-tech electricity from the US or partners and infrastructure projects with the Department of Energy have now shifted their entire strategy to cooperate with Hydro Quebec and 7:01 Newfoundland Power the EU cited reasons such as Canada's more stable clean energy supply long-term commitments and freedom from tariff volatility like that seen in the US a preliminary report from Canada's Ministry of Trade at the G7 Hamburg Summit stated that in the electricity sector alone the country now controls roughly 76 billion of the $700 billion in global trade corridors being restructured conversely estimates from the Peterson Institute analysis group suggest the US could lose over 42 billion in crossber electricity contract value from 2025 to 2028 if this trend continues but the most notable issue isn't in the numbers every major shift begins with a small change and this time it happened right in the homes of millions of Americans in midJune a heat wave swept through the northeastern US in cities like Rochester Buffalo Detroit and Duth residents turned on air conditioners fans washing machines just like every summer but this time something was different many noticed unusually high electricity bills some providers began sending notices of 8:00 searchcharge adjustments due to import supply fluctuations and if you followed the power flow you'd see it no longer moved in the familiar direction since the previous decade the states of Michigan Minnesota and New York have depended on Canada for 20 30% of their summer electricity needs mainly from Ontario and Quebec hydroelectric plants like Niagara Falls DSU and Madagami provided stable electricity at low prices sometimes even cheaper than Canada's own domestic retail rates it was a kind of electric diplomacy stabilizing the region and strengthening neighborly ties but everything began to change in late May according to a report by the Northeast Energy Association NEA after the US passed new tariff adjustments on certain imported Canadian steel and aluminum products provinces in the north began imposing new search charges on electricity exports analysis from JP Morgan noted price increases ranging from 20 25% per MW forcing US utility companies to make up the shortfall from the spot market at significantly higher costs the impact quickly reached individual households an internal estimate from NYSO showed 9:01 retail electricity prices in areas dependent on Canadian power rose by an average of 11 to 14% in just 3 weeks in harsh climates that meant an extra $8,100 on June's electric bill while the US struggled to cope with summer's energy thirst Canada was forging a completely different path with coordination between the federal government and the provinces of Quebec Newfoundland and Labrador a transatlantic ultra-igh voltage power line was gradually taking shape this route stretches from Churchill Falls through Stevenville then runs underwater to Ireland integrating into the European grid according to the June 2025 EU energy outlook some sections have already been successfully tested with full operation expected in early 2028 hydro Quebec Canada's largest public energy company has also signed long-term electricity contracts with partners in Ireland and the Netherlands according to the Financial Post these contracts are priced at twice the average rate Canada sold electricity to the US over the past decade with every megawatt hour flowing eastward instead of southward Canadians not only gain new revenue but also feel 10:00 they are no longer a supporting line in the American system in Quebec numerous community investment campaigns have been launched to allow citizens to own shares in export electricity projects according to a June Ipsos Canada survey nearly 62% of citizens support prioritizing electricity exports to the EU if the selling price is higher conversely in Minnesota Michigan and New York residents are grappling with unfamiliar choices cutting back on air conditioning delaying laundry or paying summer search charges for many seniors living on fixed pensions even $20 more per month is enough to disrupt the budget and the hardest thing to accept this didn't happen because of war or disaster but because the power no longer flows in their favor with a unified energy system from federal to provincial levels Canada is proving that a nation small in population can still lead if it possesses the right resources long-term vision and consistent policy when the entire system moves in one direction electricity carries more than just kilowatts it carries opportunity position and a role once held by the United States number three the agricultural corridor 11:02 if the battery and power corridors are emerging pillars in the post fossil fuel economy then agriculture is the foundational layer that has sustained global trade for over a century but would you believe that even in this long-standing and seemingly stable sector the position of the United States is now being replaced by its northern neighbor the world once followed America's harvest calendar from Iowa soybeans to Nebraska sweet corn from Kansas beef to Dakotas wheat US agricultural products used to be the global standard japan paid a premium to import American beef for yakaniku chains and even Europe with its stringent safety standards still trusted USDA inspected meat but starting in early 2025 the global table began to change flavor in just 6 months numerous countries that once imported US agricultural goods shifted to Canada according to the International Grain and Agriculture Trade Association IAT Japan for the first time in 30 years gave priority to Canadian wheat in its national tender south Korea signed a 5-year frozen beef contract with Calgary 12:00 the European Union according to the June 2025 EU agrade report increased its soybean imports from Canada to 40% of its North American intake the highest ever recorded the reason isn't product quality but trust in the supply chain many importing countries feared that new US domestic trade policies may lead to supply interruptions or sudden tariff changes some European trade experts argue that America's push to localize its agricultural value chains could result in unstable export quotas meanwhile Canada is doing the opposite signing a series of bilateral FTAs reducing agricultural tariffs to near zero for over 20 countries while massively upgrading its logistics infrastructure from large-scale grain ships to cold container networks at the ports of Vancouver and Halifax as Canada expands its exports American fields are falling silent since Q2 2025 several states have reported a severe shortage of agricultural labor according to the US Department of Labor large-scale immigration inspections in April May caused tens of thousands of seasonal workers who make up over 70% of the agri labor force in the Midwest to leave the 13:01 market in Illinois Iowa and Missouri over 400 farms reported harvest labor shortages in California fields were set on fire not for soil prep but because no one was there to harvest images that spread as a silent warning from farmers according to the USDA in Q2 alone over 1 million tons of corn in Nebraska went unstored in Iowa soybean prices fell nearly 20% due to local overupp in Illinois hundreds of farmers lost long-standing export contracts signed over a decade the number of people leaving farming surged especially in counties in Kansas and South Dakota that rely entirely on export markets in Missouri local authorities had to hold emergency meetings with agricultural banks to halt loan foreclosures meanwhile north of the border the story is different canada's Ministry of Agriculture reported that agricultural exports in the first half of 2025 reached CAD 89.2 billion the highest ever the provinces of Alberta and Saskatchewan added over 39,000 new jobs related to agri production and logistics 14:01 the Ottawa government even launched preferential loan packages to help small and medium enterprises build clean agricultural supply chains for export and most importantly every contract was delivered on time it's not just about numbers this change is showing up right on packaging several major food brands once associated with US agriculture like Texas beef GMO soy from the Midwest or grains destined for Asia have been replaced with labels like Canada grown or product of Saskatchewan will consumers in Soul Tokyo or Roderdam notice the difference Maybe not but one thing is certain the world is gradually eating Canadian food instead of American and no announcement is needed to realize the shift the US may still be an agricultural powerhouse but that title no longer equates to leading the global supply chain in the eyes of trade partners the US is becoming an unpredictable supplier not just by administration but even by tweet canada though not dominant in scale is scoring points through stability transparency and consistency and American farmers 15:02 they don't need to understand geopolitics they just know that the crops are ready the harvesters are waiting but the contracts are gone they once believed that planting guaranteed a buyer now they just hope to sell before the bank freezes their account a new agricultural corridor has taken shape not from Illinois to the port of Seattle but from Saskatchewan to Vancouver Halifax and then to Roderdam Yokohama Shanghai this corridor carries no American flag but it carries contracts cash flow and something the US once had but is now losing trust and that is the deepest loss in a global trade system where the roles are shifting number four the technology corridor in a world where natural resources are gradually depleting and production lines are increasingly automated power no longer lies in oil steel or grain it lies in data and whoever controls technology especially artificial intelligence shapes the future for decades the world became accustomed to every tech road leading back to Silicon Valley from the first servers to large 16:00 language models from social media to autonomous driving technology nearly everything originated in California where technology is a religion a symbol and an irreplaceable destination but then the digital map began to shift if you follow tech investment flows during 2024 2025 you'll notice a small but steady current moving northward toronto Vancouver Montreal names once mentioned for their scenery and quality of life are now appearing in strategic reports by investment funds from Europe Asia and even the United States according to a June 2025 report by Global AI capital venture capital investment into AI companies headquartered in Canada rose by 31% year-over-year while in the US the increase was less than 6% not because Canada is cheaper but because Canada is easier to breathe in many young founders particularly from Europe and India share that they choose Canada to start their ventures because of its clear visa policies no abrupt changes and no interruptions due to clashes between branches of government for them a stable tech environment isn't the one with the most money but the one that 17:00 doesn't come to a halt because of a congressional hearing the Canadian government doesn't speak loudly about ambitions to dominate technology but within just 6 months it quietly rolled out a foundational series of policies from the National Public AI strategy 2025 2027 to the CAD 300 million AI compute access fund designed to provide high performance computing infrastructure to small and medium-siz enterprises the total budget dedicated to AI sovereignty is estimated at CAD 2 billion according to an April 2025 announcement from Canada's Ministry of Innovation Science and Economic Development and these moves are gaining traction in May 2025 Alphabet announced the expansion of its AI center in Toronto with the goal of developing deep learning models using decentralized data and complying with European privacy standards meanwhile in Vancouver companies like Coher Sanctuary AI and 1Q Bit are attracting hundreds of engineers who once worked in Seattle San Francisco or Austin according to the Techworker Mobility Index in Q2 2025 the number of 18:00 high-skilled tech professionals applying to transfer their work residency from the US to Canada rose by 23% the highest rate since 2020 this shift is not just about capital and talent it is yielding tangible benefits for citizens as of June 2025 the high-tech sector has created over 52,000 new jobs in Canada with AI alone accounting for more than 19,000 positions according to the Canadian tech employment index average salaries in tech hubs like Waterl Ottawa and Toronto rose 6.4% year-over-year meanwhile some traditional US tech states such as Oregon Massachusetts and Colorado saw a slight decline in hiring due to companies relocating R&D operations to more stable markets beyond North America's borders Canada is quietly building a new transatlantic data corridor in June 2025 the EU announced plans to pilot a high-security data line connecting Breast France to Nova Scotia via parallel infrastructure separate from traditional flows through the US this isn't a severance but a multipolar approach to tech infrastructure with Canada chosen for 19:00 being stable friendly and not caught in the middle of trade wars at the June EU Canada summit the two sides signed a memorandum of understanding on safe technology cooperation including ethical AI decentralized data and green computing infrastructure european officials consider this a major step toward reducing dependency on tech platforms based in the US especially after a series of major data breaches in 2123 2024 toronto once known as a financial hub is now transforming into the AI capital of the north former bank buildings now house startup headquarters cafes and streets around front street Spadina and King West are now filled with the voices and laughter of data engineers and young mathematicians from Berlin Mumbai London Singapore they choose this place not for the bright lights but for the feeling of building technology without worrying about Visa's surveillance or investment barriers at the same time Montreal is becoming a new destination for quantum computing and medical AI supported by academic funds from Europe and South Korea the quantum physics facility at University of Montreal once only known in academic 20:01 circles is now welcoming dozens of international research teams every month meanwhile in the south the US still boasts top universities leading firms and already strong infrastructure but for global tech investors being strong is no longer enough they need stability and Canada with its quiet determination is delivering that according to estimates from Tech Canada Insights AI and data alone account for around USD61 billion of the USD700 billion corridor currently shifting away from the US centered model if no major changes occur Canada could control more than 40% of that total by the end of 2026 and that's not even Canada's final plan we are moving toward the ultimate ambition the final and most important corridor that the US has allowed its neighbor to seize number five the container corridor no one remembers the names of containers they don't glow like AI screens don't generate electricity or agricultural products but they are what make everything move without containers the world doesn't eat doesn't travel doesn't 21:01 connect and in 2025 as containers begin to follow a different route the entire North American trade order is quietly changing for decades the global supply chain was built around American ports Long Beach Los Angeles New York Houston these were super ports where goods arrived from Asia were forwarded to Europe and connected to the US heartland but few noticed that it was the squared steel boxes stacked at these ports that truly formed the trade lifeblood they carried batteries from Ontario electricity from Quebec soybeans from Iowa chips from California all to the world and now those blocks of blood are changing course according to data released by the North American Freight Alliance in June 2025 in the first half of this year container export volume from major US ports dropped 12.7% year-over-year while Canada's major ports saw an increase of nearly 26% the port of Halifax surpassed Boston for the first time in total container volume prince Roupert once only serving niche routes on the West Coast is now listed by Mars and CMA CGM among priority routes for Asian cargo the story isn't 22:01 about size canada doesn't have ports larger than the US but it has strategy and more importantly timing following escalating trade tensions from early 2025 many international shipping lines began seeking ways to reduce dependence on traditional routes through the US they needed transport routes not disrupted by tariffs import barriers or policy disputes canada with free trade agreements already signed with the EU Japan and CPTP became the ideal trans shipment point in May 2025 shipping giant CMACGM announced it was cutting two weekly routes through Seattle replacing them with increased service to Vancouver and Prince Roupert mars established a new direct route from Yokohama to Halifax bypassing the entire US West Coast they call it the corridor of consistency this corridor isn't just for consumer goods it's gradually becoming the default pathway for all of North America's key industries from electric batteries in Ontario to agricultural products in Saskatchewan and tech components from Toronto and even clean electricity exports from Quebec what once had to travel through 23:00 Seattle Chicago then out via Long Beach now only needs a single rail line to Halifax and straight onto Europe cpkc Canada's transcontinental rail company just announced the expansion of its container route from Mexico to Halifax without stopping in Chicago they call it the seamless continental corridor cutting transport time from 16 days to just 11 in markets like smartphones electric vehicles or fresh produce those five days mark the difference between profit and loss in just the first half of 2025 Canada's export logistics system contributed $68 billion nearly 10% of the $700 billion total currently shifting in global trade corridors meanwhile according to data from the Peterson Institute US ports especially Long Beach New York and Baltimore reported revenue declines totaling more than 22.5 billion over just two quarters with over 27,000 logistics and transport workers seeing reduced hours or losing jobs it's not just about containers but people in states like Ohio Michigan and Pennsylvania once reliant on auxiliary 24:01 transport chains smaller ports are now quiet a container driver in New Jersey told a local station he had to switch to domestic delivery because crossber contracts were gone meanwhile in Nova Scotia local authorities just hired over 3,000 workers to operate a newly opened logistics center accompanied by CAD 180 million in federal job training support the biggest loss may not be in goods or revenue it's in what was once default the deeply embedded feeling in the American psyche that everything going in out or through had to pass the United States and now as containers bearing logos like evergreen HPAG Lloyd one begin docking in Canada more frequently what's being redrawn is not just the shipping map but confidence canada doesn't shout slogans like replacement it simply upgrades rail lines expands seapports signs more green transport agreements and waits for the world more to choose it meanwhile the US with a logistics system once held as the gold standard is now slowed by its own internal complexity from logistics costs 14% higher to a shortage of long haul 25:01 drivers and conflicts between state and federal infrastructure policies by contrast the Canadian container route is not just about moving faster it's about moving without disruption no random inspections no recalculated tariffs whenever policy shifts no risk of being stuck at the border due to trade disputes for a container carrying lithium batteries or soy milk or AI chips those factors are existential and that's why people are now calling Halifax not Long Beach calling Vancouver instead of Seattle the container corridor is the final corridor but also the most important because without it the other four corridors no matter the batteries electricity agricultural goods or technology have nowhere to go you might not notice it but from batteries and electricity to agriculture and technology but sur everything is gradually moving away from the United States not because of poor quality but because others deliver on time more reliably canada's old fan of director wret a country that once stood behind is quietly replacing the US in 26:02 all five of the largest trade corridors 700 billion worth of goods once passing through America is now shifting elsewhere and in the meantime millions of Americans are starting to see jobs disappear contracts vanish prices rise without understanding what is happening perhaps in a world where no one waits for your delivery anymore who will you become Do you think the US is gradually losing its leadership role or is this only temporary Share your perspective in the comments below we want to hear from you and please note that this video does not promote division all content is presented with the purpose of exploration analysis and sparking discussion based on current facts sentiments and social trends 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