I don’t know how much analysis this needs. He wants to try and get a deal with carney on terms that work for him and he’s threatening a new killer option if carney doesn’t give him what he wants. He wants to take the rest of the Canadian Auto sector and he wants to be able to dump dairy products into Canada. Until carney agrees to that there’s even going to be any negotiations and trump is going to hold this over Canada’s head until he figures he’s got to win

And the problem is every minute that this is in play guarantees no investment in Canada. Nobody’s putting a nickel into Canada until they find out what’s going on