Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Shaun Haney | What's UP with Canada
Description
We unpack the US Canada tariff mess with Sean Haney and lay out the timeline from early warnings to a sudden breakdown that leaves agriculture stuck in the crossfire. We pressure-test the political narratives with trade stats, real supply chain links, and the on-the-ground consequences for farmers, ranchers, and consumers.
• building a clear timeline of the tariff escalation and the negotiating collapse
• why affordability is the political fuel for retaliation
• how autos, steel, aluminum, and forestry drive the real fight
• what “tipping points” look like when key decision-makers jump in
• why Canada walking away plays well at home but raises economic risk
• the integration reality: energy, Line 5, and Midwest reliance on Canadian heavy crude
• potash as a red line for both countries and a direct farm input cost issue
• cultural differences in negotiation styles and why emotions create bad decisions
• what trust means for USMCA and why snapback threats poison deals
• why tariffs won’t rebuild the cow herd and what that means for beef prices
• pork as the value protein and what demand should do next
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