Canadian Analyst:

Trump has just threatened to impose 100% tariffs on all Canadian goods.

Not 25%, not 35%, but 100%.

This is the most severe trade threat ever issued by the United States against a "Five Eyes" ally.

What mainstream media didn't tell you is:

Eight days ago, Mark Carney stood in the Great Hall of the People in Beijing, doing something no Canadian prime minister has dared to do in nine years:

Reducing China's tariff on Canadian electric vehicles from 100% to 6.1%;

Signing eight memorandums of understanding with China;

Publicly declaring his intention to promote a "new world order."

Four days ago, he made a statement at Davos:

"The rules-based order is fading... and it won't come back."

Trump's response today:

"If Governor Carney thinks he can turn Canada into a 'transshipment port' for Chinese dumping into the U.S., he's dead wrong."

Notice the wording—“Governor” (governor), deliberately downgrading his title.

The more critical, yet collectively ignored weapon: USMCA Article 32.10—the "poison pill" clause.

This clause authorizes the U.S. to directly expel Canada from the USMCA, provided Ottawa reaches a free trade agreement with a "non-market economy country."

China is the target. Canada has just signed.

Trump isn't bluffing—he has pressed the nuclear button tailored for this moment.

Going further back:

In August 2019, Carney proposed at the Jackson Hole Central Bank Meeting the use of a "synthetic hegemonic currency" to replace the dollar's dominance,

His exact words: "To weaken the dollar's dominant role in global trade."

This is not a trade dispute,

But the realization of a seven-year plan by a former Goldman Sachs partner and former central bank governor of Canada and the UK.

Carney isn't improvising—he is executing the plan.

The paradox Washington has created:

35% tariffs → Carney flew to Beijing;

Mockery of "the 51st state" → Eight MOUs were signed;

Threatening to nullify USMCA → EV tariffs reduced to zero;

100% tariff threat → Canada has no way out.

The classic failure mode of coercive hegemony:

When you unleash economic extermination against an ally, they don't become more obedient—they immediately diversify.

Trump didn't push Canada toward China; instead, he personally delivered Canada to China.

This is the breaking point of the hegemony lever—

It has always worked, until it suddenly fails, then accelerates the very outcome it sought to prevent.

49,000 Chinese EVs are now entering Canada at a 6.1% tariff—just the beginning.

Within five years, over half of the models will need to be below CAD 35,000—exactly the target of BYD, NIO, and CATL batteries.

The "North American fortress" is being equipped with a backdoor made in China.

Watch these three things next:

Canadian dollar to US dollar exchange rate

USMCA review in July 2026

Whether Mexico will replicate Canada's model

The U.S. is building its own feared multipolar world, one ally at a time.

Original: toutiao.com/article/1855242989111305/

Statement: This article represents the views of the author alone.