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CANADA MAJOR TRADE REALIGNMENT Trump GOES NUTS as U.S. Wheat Shipments Rejected – Buyers FLOCK to Canadian Markets PLAY YOUTUBE VIDEO Original article: https://www.youtube.com/watch?v=2dCSpyAdExU
2 MINS AGO: Trump GOES NUTS as U.S. Wheat Shipments Rejected – Buyers FLOCK to Canadian Markets The StateLight Jun 29, 2025 6.27K subscribers ... 19,048 views ... 2.8K likes 2 MINS AGO: Trump GOES NUTS as U.S. Wheat Shipments Rejected – Buyers FLOCK to Canadian Markets In this video, we dive deep into the dramatic shift that’s reshaping the global wheat market and shaking the foundations of U.S. agriculture. As wheat exports from the U.S. to major markets like the Philippines and Mexico plummet by nearly 40%, Canada is quietly stepping in, taking over millions of dollars in contracts once held by America. How did this happen? It’s a story of broken trust, political instability, and missed opportunities that have turned the U.S. into a nation struggling to maintain its agricultural dominance. We’ll explore how U.S. farmers, battling rising costs and a lack of workers, are being squeezed out of the wheat business while Canada’s strategic investments in sustainable farming and trade agreements have propelled it to the forefront. But it’s not just about money—it’s about national security and the future of American self-sufficiency in food production. If you’re like me, you’ll find yourself questioning how things got to this point. Can America recover from this loss of control? Or will Canada continue to quietly take the lead in feeding the world? Let’s break it all down in this in-depth analysis. You might just be as surprised as I was by how this global shift is unfolding. 🔺 DISCLAIMER This channel/video is produced solely for informational, educational, and commentary purposes. Although we aim to reference reliable sources and present accurate information, the views and interpretations shared here are subjective and personal. There is no intention to defame, harm, misinform, or target any individual, group, or organization. Any similarity to actual events or persons is either coincidental or falls under fair commentary and critique. Our content adheres to YouTube’s Fair Use guidelines, which permit the use of copyrighted materials for analysis, education, and commentary. We encourage viewers to independently verify the information and draw their own conclusions from multiple perspectives. Thank you for watching and for engaging thoughtfully. ------------------------------------------------------------------------- 📧 For inquiries or collaborations, feel free to contact us at: sepe21627357@gmail.com How this content was made Altered or synthetic content Sound or visuals were significantly edited or digitally generated. Learn more Peter Burgess COMMENTARY I am not at all clear what YouTube is serving ... what is really true and what is mere story created by AI with little or no meaningrul oversight. The Peter Burgess Transcript 0:01 in just a few months the global wheat landscape has shifted dramatically as US wheat exports to major markets like the Philippines and Mexico dropped by nearly 40% hundreds of millions of dollars in contracts that once belonged to the US have quietly moved to Canada behind a series of rejected shipments and a 42% increase in stock piles in Kansas lies a deep crisis of trust that is threatening the position of a once thirdranked agricultural superpower the world used to see US wheat as the default choice but a series of unpredictable trade policies and decisions have made doing business with the US a risky gamble leading agricultural importers like the Philippines Mexico Italy and France who rely on stability to plan for millions of meals are now approaching the US like a business partner going through a chaotic restructuring the Philippines situation is the most painful example of this collapse once 1:00 one of the most loyal markets where US wheat held 80 to 90% of the market share for years this relationship brought in nearly 750 million for US farmers in 2024 but loyalty does not last when the partner is unstable in the second quarter of 2025 alone US wheat exports to the Philippines dropped 38% compared to the year before wiping out $240 million in potential revenue in just 2 months milling plants in Manila described the US supply chain as high risk unpredictable and easily disrupted by politics with Mexico the neighbor to the south things are no better and the situation even has a more ironic twist once a steady pillar consuming over 3 million tons of US wheat annually nearly 15% of total exports Mexico reduced its wheat imports from the US by nearly 40% by mid 2025 2:01 the reason not a direct trade war over wheat but something more subtle fatigue mexico has struggled with sudden tariff adjustments on other strategic goods like beer butter cars and agricultural products the insecurity spread to food where delays can cost businesses by the hour imagine a shipment of thousands of tons stuck at a Texas port over a small change in US customs forms causing mills in Sonora to stop production with losses adding up by the hour as a neighboring country the trade instability under Trump has pushed Mexico to diversify its agricultural supply with more reliable options to reduce risk experts say the added costs of managing these risks everything from insurance fees to storage costs and the last minute scramble to find new suppliers have made US wheat expensive in ways that are not reflected on the price tag 3:01 this macroeconomic instability is further compounded by a labor crisis on farms in a political paradox no one saw coming stricter immigration policies have sharply reduced the seasonal workforce the lifeblood of harvests the Department of Agriculture estimates that 42% of farm workers are undocumented immigrants and now they have become targets of largecale ICE raids as a result agricultural labor costs AWR have increased by an average of 7% nationwide but crucially there are not enough workers the result missed delivery commitments delayed trains and decreasing trust from international partners us farmers are paying the price for decisions made far from their farms while the US is still grappling with its internal issues the world has quietly changed the rules of the game price and volume are no longer the only metrics that matter environmental standards 4:01 sustainability and safety have become the new yard sticks they are like a mandatory passport if your product does not have it it will not get in no matter how cheap it is france and the European Union EU reducing imports from the US is one example from the end of World War II to the early 2000s French bakeries typically preferred US imports to maintain stable quality in fact during domestic bad harvest years the US was a backup supplier that kept factories running without compromising the familiar taste French consumers expected but now that reliability has disappeared the surface reason given is late deliveries inconsistent quality and failure to meet new EU environmental standards in reality they need products that can be traced with low carbon emissions and most importantly free from chemical residues us wheat which does not meet the required farming processes and chemical usage standards has become out of place in an increasingly green 5:01 market meanwhile Canada has been preparing for this test thanks to the CEDA agreement which waves 98% of tariffs when entering the EU market of 450 million people they have quickly built a brand for clean and sustainable wheat the results were immediate canada's wheat exports to the EU have increased over 40% this year quietly Canada has passed a test the US did not even prepare for if there is any place where wheat is not just a commodity but part of the cultural heritage it is Italy italy the kingdom of pasta has become the most significant warning sign of US wheat's decline this market does not just demand quality it requires perfection and absolute consistency italy's share of US wheat imports has dropped to just 15% while Canada's has increased to 45% italian pasta makers require Durham wheat with precise parameters for protein moisture and elasticity to 6:00 protect their culinary heritage canada has understood this they are not just selling a product they are selling a solution by investing in specialized wheat varieties and ensuring precise logistics they have proven they listen and respect the delicate demands of their customers this is not just about selling grain it is about selling cultural understanding and in this race understanding has won canada's rise in this context is not a stroke of luck it is the result of a well-thoughtout strategy they are selling something invaluable in an unstable economy stability this stability is not just lip service it is backed by consistent policies long-term investment in rail and port infrastructure to ensure logistics are not interrupted a legal environment that does not change abruptly and most importantly a clear trade strategy while the US is still debating whether to build walls or tear down barriers Canada has quietly built 7:00 strong trade bridges through agreements like CEDA with Europe and the comprehensive and progressive agreement for trans-Pacific partnership with the Asia-Pacific region this is how they have strategically diversified when a door with a major partner like the US or China narrows they already have dozens of doors opening in Europe and countries like Vietnam Japan and South Korea tint it is an insurance policy against the unpredictability of any major partner this reliability is backed by a deep commitment to quality realized through advanced technology canada does not just grow wheat they design wheat research programs at organizations like Agriculture and Agra food Canada AFC do not just create great results but use advanced genetic programs to develop strains that meet the exact requirements of each market the perfect protein content for Italian pasta Durham wheat or soft wheat with ideal baking 8:01 characteristics for Asian bakeries in the field precision agriculture has become the norm drones monitor crops autonomous tractors plant seeds with centimeter precision and sensor systems optimize irrigation and fertilization most importantly they have fully implemented digital traceability technology each grain of wheat almost has an electronic passport allowing an importer in Europe to trace the shipment back to the farm knowing the variety care process and harvest date oh this is how they provide undeniable proof of their commitment to safety and quality the story of US wheat in 2025 is not just about lost contracts it is a costly lesson in modern global trade the US is not losing in the price battle they are losing in the trust battle increase taxes to save the economy but end up crashing the economy first it seems a bit counterintuitive but welcome to the tariff-based economic plan in the roulette style version donald Trump is 9:01 gearing up for a big play not launching memes not creating a new social media platform but imposing a 20% global tariff on all imports a number that sends shock waves through the market and makes economists sit up straight in the middle of the night this isn't the usual America first approach this is the Smoot Holly 2.0 version a policy that helped plunge the US into the Great Depression of the 1930s mark Xandandy chief economist at Moody's Analytics describes this plan with a phrase that hits like a sledgehammer oh jeez uh there's there's no good case here Kate it's just dark variations on a dark theme i mean if implemented immediately as the White House suggests good luck to investors because the financial markets have reacted even before the order was signed dow Jones SNP500 NASDAQ all plummeting like cars with no breaks xandandy makes a simple calculation of what that might mean the 10:00 current unemployment rate today is 4% in that scenario you get unemployment uh that's north of 7% so that would be a pretty significant recession this isn't a slight increase it's a three-step leap into economic recession meaning if you're going to work hold on to that job or at least keep the number for the local employment center handy and the funny yet painful thing is even if they just apply the milder version country specific tariffs the average tariff would still hit 15% enough to pull the economy to the brink of recession common thinking increase taxes increase budget revenue but according to Zandi if the US actually imposes a 20% tariff the economy will recession before the government collects a single dollar why import tariffs rise but unemployment also rises people lose jobs income drops spending drops businesses lose income tax and corporate tax revenues fall meanwhile spending on unemployment benefits SNAP housing subsidies and 11:01 farmers impacted by China's retaliation skyrockets zandi makes it clear tariff revenue but think about the hit to other taxes you know income taxes will be down corporate income tax will be down sales taxes will be down and also it raises government spending uh with high higher unemployment that causes unemployment insurance costs to rise SNAP which is food assistance rental assistance it's not just the US that is in panic top trade partners are also scrambling mexico the country with the closest trade relationship with the US has sent negotiating delegations to Washington nearly every week former deputy foreign minister of Mexico Julian Ventura warns as a whole we know that cryp that uh uh that tariffs have an impact on consumer uh state of mind on on on markets on investors so there's definitely going to be a hit the US Mexico supply chain alone supports 14 million jobs in the North American region if this system 12:01 collapses the shock won't stop at the factories but will ripple through the labor market consumer spending and investment canada is also not sitting idle ottawa has activated its emergency response plan marking one of the rare occasions in decades where the US Canada alliance is under such highlevel tension after the announcement called Liberation Day the day America was freed from trade barriers Wall Street had a rather negative celebration stocks dropped investors ran for the exits and economists collectively warned that this was the resurrection of Smoot Holly the 1930 tariff policy that helped drive America into the depths of the Great Depression a tax policy that could destroy millions of jobs a decision that could send Wall Street plummeting a statement that could bring America closer to recession than ever before the only question left are we moving toward sustainable growth or sliding down the slope of an old-fashioned crisis just in 13:01 a new suit canada by the way imposes a 250 to 300% tariff on many of our dairy products they have 270% tariffs canada imposes a 250% tariff on US milk sounds like a punch in the gut to American farmers but what if I told you that's just a staged drama to manipulate public opinion even a carton of American milk has no idea it's being used in a trade war that was never supposed to happen donald Trump has repeatedly claimed that Canada is imposing tariffs of up to 250% even 270% on US dairy products these numbers are real found in Canada's official tariff schedule especially for items like butter yogurt and powdered milk but what the public rarely hears is this these tariffs only apply when the amount of imports exceeds a certain quota called the tariff rate quota in reality this quota is almost never exceeded for 14:02 three consecutive years the US has exported over $1 billion worth of dairy to Canada each year and no 250% tariff was ever applied why because every shipment stayed within the quota limits which are tariff-free in other words the high tariff exists on paper but in reality it never gets triggered the communication technique here is crystal clear take a correct number but rip it from its real context in this case Trump wasn't wrong about the tariff rate but he conveniently left out the prerequisite for that tariff to even apply the need to exceed the quota let's break it down if Canada allows the first three buckets of milk to enter tax-free it's only after the fourth bucket that the 250% tariff kicks in but for many years no company has imported enough to reach that fourth bucket yet Trump's statement made it seem like all American milk was suffering under that massive tariff this is how a real fact can be manipulated to stir up anger in the 15:01 public even when the reality is far from what was portrayed a reasonable question arises if there's no tariff why don't Canadian companies import more US milk the answer lies in how the import quota the tariff-free import limit is distributed most of these quotas are allocated to domestic dairy producers and they have no incentive to import products from the US especially products that directly compete with what they already produce last year the quota for importing yogurt and buttermilk from the US was around 3.5 million kg but only 12% was used the remaining 88% sat empty it's not that Canada is blocking the imports but rather businesses simply don't want to use their full import allocation among the companies holding the quota are big names like Saputoo Elite Dairy and Scotakis major domestic producers and if they already have yogurt production lines there's no reason for them to import more US yogurt 16:00 to compete with themselves this is where the debate gets more complicated the US argues that Canada is playing unfair by allocating quotas to companies that don't really need them therefore blocking US goods from accessing the market on the other hand Canada defends its actions claiming this is a way to protect its domestic agricultural system and controlling the flow of trade is perfectly legal under international trade agreements this issue was taken to the USMCA dispute resolution panel and the final ruling sided with Canada but there's also another technical factor us milk often contains RBST growth hormones which are completely banned in the Canadian dairy industry this adds to the hesitation of Canadian businesses to import products from the US even with tariff-free quotas in hand in terms of value the dairy industry only accounts for about 0.1% of the $700 billion trade between the US and Canada economically it's a very small number 17:00 but politically and symbolically it carries significant weight trump's focus on milk isn't just about trade it might be laying the groundwork for broader more confrontational trade policies the result food prices soar car prices and electronics climb financial markets tumble and more importantly the public gets swept up in anger without being given the full clear picture the milk might not be taxed but the truth and the trust of the public is paying a far steeper price than any tariff are you sure the anger you're feeling is based on the whole truth $6.4 trillion just disappeared in 48 hours and the American people are angry the stock market is crashing but somehow Trump insists that everything's just fine so the big question is what's really going on with the American economy in just 2 days the US stock market saw a staggering loss of $6.4 trillion all triggered by Donald Trump's new tariff policies major indexes like 18:00 the Dow Jones and S&P 500 plunged sending the entire market into a state of shock this collapse isn't just hurting big investors it's hitting everyday Americans hard especially those relying on pensions and 401k savings as stock prices tumbled millions watched their life savings shrink in real time families are now asking 'Will we still be able to retire is our future safe anymore?' Worse still this crash has shaken public confidence in the financial system itself the American economy once seen as the strongest in the world now looks vulnerable all because of a string of bad political and economic decisions while the economy is collapsing Donald Trump continues to defend his tariff policies from a golf course he posted this message only the weak lose a reckless statement at a time 19:01 when the economy is in complete chaos as American families struggle under a trade war and soaring prices Trump is out playing golf at a 54 tournament funded by Saudi money to many it feels like he's putting personal interests above the country completely ignoring the pain millions are going through his policies corporate stock buybacks and massive tax cuts for the rich failed to stop the downturn instead the lack of real solutions has only made Americans more anxious about where this economy is headed major US companies like Apple Tesla Qualcomm and Whirlpool are taking a massive hit from Trump's tariff policies these corporations heavily dependent on international markets especially China are now facing a brutal 34% tax on American exports and it's not just big business that's hurting small businesses and consumers across the country are feeling the pain too prices are surging from groceries to 20:00 cars to everyday essentials families are struggling to keep up and more and more people can't even afford their basic needs even Warren Buffett a longtime friend of Trump has stepped in and publicly dismissed Trump's tax claims buffett made it clear 'These policies won't help the economy in the long run they'll only punish working families and honest businesses the economic crisis fueled by Trump's failed decisions has sparked outrage across the country protests have erupted in major cities like Washington DC and New York with powerful messages trump is destroying America people are no longer staying silent

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