Trump just threatened 100% tariffs on ALL Canadian goods.

Not 25%. Not 35%.

One hundred percent.

This is the most severe trade threat ever issued against a Five Eyes ally.

But here is what you are not being told:

Eight days ago, Mark Carney stood in Beijing’s Great Hall of the People and did something no Canadian PM had done in nine years.

He slashed Canada’s 100% tariff on Chinese electric vehicles to 6.1%.

He signed eight MOUs with Beijing.

He declared progress toward “the new world order.”

Four days ago, at Davos, Carney announced:

“The rules-based order is fading… is not coming back.”

Trump’s response today: “If Governor Carney thinks he is going to make Canada a ‘Drop Off Port’ for China to send goods and products into the United States, he is sorely mistaken.”

Note the word: “Governor.”

Here is what consensus is missing entirely:

USMCA Article 32.10. The “poison pill.”

This clause gives the United States the right to EXPEL Canada from the US-Mexico-Canada Agreement if Ottawa enters a free trade deal with a “non-market country.”

China is that country.

Canada just signed that deal.

Trump is not bluffing. He is triggering the clause that was designed for EXACTLY this scenario.

But go deeper.

In August 2019, Mark Carney stood at Jackson Hole and proposed replacing dollar dominance with a “Synthetic Hegemonic Currency.”

The exact phrase he used: “dampen the domineering influence of the US dollar on global trade.”

This is not a trade dispute.

This is a seven-year thesis being executed by a former Goldman Sachs partner who ran both the Bank of Canada and the Bank of England.

Carney is not improvising. He is implementing.

The strategic paradox Washington created:

Every action designed to force Canadian compliance is accelerating Canadian defection.

35% tariffs → Carney went to Beijing.

“51st state” threats → Carney signed eight MOUs.

USMCA declared “irrelevant” → Carney slashed EV tariffs.

100% tariff threat → Canada now has nothing left to lose.

The binding mechanism:

When you threaten economic annihilation against an ally, they do not become more compliant.

They become more diversified.

Trump did not push Canada toward China.

Trump DELIVERED Canada to China.

This is the signature failure mode of coercive hegemony.

It works until it does not.

And when it stops working, it accelerates the very outcome it sought to prevent.

49,000 Chinese EVs now enter Canada at 6.1%.

That quota represents a beachhead.

Within five years, over 50% must be priced under C$35,000.

That is BYD. That is Nio. That is CATL batteries.

That is “Fortress North America” with a Chinese door.

Watch CAD/USD.

Watch the USMCA review in July 2026.

Watch whether Mexico follows Canada’s template.

America is building the multipolar world it fears.

One ally at a time.