加拿大政府宣布对美国商品实施报复性关税,以回应上周五晚些时候美加贸易谈判破裂及特朗普政府此前宣布的关税措施 24。此次反制关税将于9月8日正式生效 123。根据加拿大政府的计划,超过700种美国产品将被征收15%、25%或50%不等的关税 123。受影响的产品涵盖钢铁、乳制品、家电、农业设备、纸浆和纸张、电子产品、化妆品、木材制品以及户外设备等关键行业商品 124。在反制关税覆盖的进口商品金额方面,有报道指出其针对约200亿美元的美国商品 1,另有来源称该措施将覆盖来自美国的276亿美元进口商品 2。此举旨在以“美元对美元”的方式回应美国对加拿大产品加征的关税 24。
加拿大总理马克·卡尼指责美国试图颠覆或摧毁加拿大主要产业 13。加拿大政府表示将暂停谈判,而非接受“糟糕的交易” 2。加拿大财政部长弗朗索瓦-菲利普·香槟将此次措施称为“美元对美元、税率对税率的反制关税” 2。加拿大财政部长和工业部长于周二宣布了政府的这一“针对性回应” 4。此外,加拿大政府还宣布推出数十亿美元的支持计划,以保护受影响的工人、农民、家庭和企业 2。安大略省省长道格·福特呼吁双方重返谈判桌,并警告若贸易战恶化,准备切断对美国的电力和关键矿产供应 13。
此次贸易摩擦升级的起因是特朗普政府依据1930年关税法第338条,对约200亿美元加拿大商品征收50%的关税,且相关美国关税已于周六生效 134。特朗普还威胁自2027年1月1日起,对加拿大汽车、卡车、汽车零部件和钢铁加征50%的关税 23。另有报道称,特朗普考虑将安大略湖更名为“美国湖” 1。在宏观经济层面,美国消费者信心指数在8月降至89.4,创下7个月以来的最低水平 1。目前,美国是加拿大最大的贸易伙伴,而加拿大则是美国仅次于墨西哥的第二大贸易伙伴,加拿大对美出口占其总出口的70% 2。
Canada has announced a comprehensive package of retaliatory tariffs on a wide range of U.S. products, escalating the trade dispute following the collapse of bilateral negotiations late last Friday 4. The new Canadian duties, which will take effect on September 8, target more than 700 types of American goods with tax rates of 15%, 25%, and 50% 123. The retaliatory measures are a direct response to the Trump administration's imposition of 50% tariffs on approximately $20 billion worth of Canadian products 123, which took effect on Saturday 4 pursuant to Section 338 of the Tariff Act of 1930 3. Regarding the financial scope of Canada's countermeasures, one report indicates the tariffs will cover about $20 billion in U.S. goods 1, while another source states the retaliation will target $27.6 billion in U.S. imports 2.
The targeted U.S. exports span multiple critical industries, including steel, dairy, home appliances, agricultural and outdoor equipment, cosmetics, wood products, pulp and paper, and electronics 124. Canadian Finance Minister François-Philippe Champagne, alongside the industry minister, announced the government's targeted response on Tuesday, describing it as a "dollar-for-dollar, rate-for-rate" counter-tariff 24. Prime Minister Mark Carney's government opted to pause trade talks rather than accept what was deemed a "bad deal," with Carney accusing Washington of attempting to destroy Canada's primary industries 123. To mitigate the economic impact, the Canadian government also unveiled a multi-billion-dollar support plan designed to protect affected workers, farmers, families, and businesses 2.
The trade friction continues to expand as Trump has threatened to impose an additional 50% tariff on Canadian automobiles, trucks, auto parts, and steel starting January 1, 2027 23. In response to the escalating tensions, Ontario Premier Doug Ford has urged both sides to return to the negotiating table 1 while simultaneously warning that he is prepared to cut off electricity and critical mineral supplies to the United States if the trade war worsens 13. Meanwhile, Trump is reportedly considering renaming Lake Ontario to "American Lake" 1. The broader economic fallout is also becoming apparent, with the U.S. consumer confidence index dropping to 89.4 in August, marking a seven-month low 1. The stakes remain high given that the United States is Canada's largest trading partner, and Canadian exports to the U.S. account for 70% of its total exports, making Canada the second-largest trading partner for the United States after Mexico 2.
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