The last film released that starred the great John Candy is the Michael Moore-written/directed comedy “Canadian Bacon,” which has the ridiculous premise of the United States and Canada going to war. That this movie was supposed to be a farce is a good temperature check on the present.
Canada, Mexico, and the United States are in a little bit of a trade war, although a somewhat muted one for the moment. If you’re a regular reader of The Morning Dump, you’re probably aware that Canada has been seen as such a strong trading partner with the United States that parts from the US and Canada aren’t even differentiated.
I’ll start the morning with a look at one part going across the border to demonstrate just how complexly linked the two countries are. Then I’m going to look at the range of parts across EVs, which I can do thanks to a new report that shows just how “American” different cars are.
Canada is retaliating, though the extent of that retaliation may depend a little on the next election. They’re not the only ones, as Europe and China each chart a strategy for responding to the latest round of tariffs. That’s all pretty heavy, so let’s end the week on news about tradespersons in Europe doing yoga.
Let’s Follow One Transmission Across The Border
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Open trade between the three major North American countries has been a given for most of my life, starting with the signing of the North American Free Trade Agreement by President Clinton in the early ’90s through the much-needed revision by President Trump in his first term, which created the United States-Mexico-Canada Agreement (USMCA).
The concept behind this open trade was to create a more efficient way of building cars that could lean on the various competencies and favorable conditions each country provided. America brings the brands and expertise, Mexico brings the cheaper labor, and Canada provides both cheap labor and cheap energy. That’s oversimplifying it, but you get the point.
A new report from independent research firm IDTechEx provides an interesting look at where EVs sold in the United States come from and, because tariffs also apply to parts, the percentage breakdown by vehicle. Above is a fun chart showing the various EVs sold in the United States, how popular they are, and where most of the value comes from. As you can see, about 50% of all EV component value in the United States came from abroad.
Here’s a fun fact that makes figuring all of this out a little wild. Because of the American Automobile Labelling Act, for the last 35 years, there’s been no differentiation between components made in the United States or Canada.
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The mix of cars here is interesting. A Tesla Model Y/Model 3/Model S has a lot of components from the United States or Canada, and those dominate sales. The Georgia-built Kia EV6 seems to be the most American EV, though the Volkswagen ID4 is close to both it and the Teslas.
IDTechEx tracks one transmission for an unnamed vehicle, and the journey is complicated, crossing the border with various parts at least seven times. Scrap is sent from Ontario to Pennsylvania, with steel then sent to Ohio, where it’s presumably processed and then sent back to Ontario. The housing and other parts come from Mexico and Illinois. All of this is bundled together and sent to a facility in the Midwest (presumably Michigan) where the final transmission is assembled. That transmission is then sent back to Ontario, where it’s put into a vehicle, which is then sold all across North America.
While IDTechEx doesn’t name the vehicle, my guess is it’s the Chrysler Pacifica PHEV.
It sounds a little crazy when you see it listed out like that, but if it wasn’t the most efficient way to do it from a margin standpoint, then companies wouldn’t do it. Of course, it’s possible that local governments provided additional enticements to make building a specific plant in a specific place more attractive, and the steel tariffs might be why scrap steel is sent to Ohio to be turned into automotive-grade steel.
How much will that one transmission cost after all these tariffs? It’s not clear. Will any tariffs accumulate? Also not clear.
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The Period Of America’s ‘Global Economic Leadership’ Is Over, And That’s ‘A Tragedy’ Says Canadian PM
Oh, right, there’s also the South Park movie. That’s a comedy premised on the idea of the United States and Canada going to war. Wow. We’re living in South Park, but South Park is the whole country.
Conspiciously missing from yesterday’s tariff charts, the one with the retaliatory tariffs against penguins, were the other USMCA countries. What’s the deal? It turns out that Canada and Mexico are mostly spared, though the 25% tariff on non-USMCA-compliant parts and cars is still on the table.
How is Canada responding?
“The 80-year period when the United States embraced the mantle of global economic leadership, when it forged alliances rooted in trust and mutual respect and championed the free and open exchange of goods and services, is over. This is a tragedy,” said the new Prime Minister Mark Carney, who is up for election at the end of the month.
Up until now, it was assumed that the Liberal Party that Carney leads was doomed, but the PM’s response to this trade war with Canada has given the Liberals a huge surge in recent polling.
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Canada will also impose the same 25% tariff, albeit not on parts, because that’s harmful to auto workers in its own country. The damage is already being felt in the United States, where Stellantis says it’ll temporarily lay off workers in response. The country’s Conservatives are also not pleased, stating that they’d remove taxes for Canadian-built cars.
These are global tariffs, so let’s check in on America’s other longstanding allies. First up, via The Guardian, here’s the view from the EU:
European leaders have condemned Donald Trump’s tariffs as “fundamentally wrong” and creating an “immense difficulty for Europe”, while appealing for last-ditch negotiations to avert an all-out trade war.
The French president, Emmanuel Macron, said Trump’s decision to impose tariffs was “brutal and unfounded” and appeared to call for a suspension of French investment in the US until the tariffs were clarified.
“Future investments, investments announced in the last weeks, should be suspended for a time for as long as the situation with the United States is not clarified,” Macron told a meeting of French companies.
Suggesting measures against the US tech sector “where the United States benefits enormously from Europe”, he added: “Nothing is excluded. All the elements are on the table.”
China on Friday announced an additional 34% tariff against all U.S. goods and added more American companies to its export control and unreliable entity lists, responding to President Donald Trump’s “Liberation Day” tariffs.
The additional Chinese tariffs will take effect at 12:01 p.m. on April 10, according to a statement on the website of the Customs Tariff Commission of the State Council. Goods that departed from the place of origin before that time, and those that are imported until midnight on May 13, 2025, will be exempted from the additional levy.
These announcements, as well as everything else, are hitting the market hard. Don’t look at your 401k, you’re just gonna have to trust me.
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More Than Half Of British Tradespeople Enjoy Mindfulness
Source: Isuzu
Let’s end on some good news. Let’s have a larf. According to Isuzu, more than half of British tradespersons enjoy “mindful activities, such as yoga.”
Why was this survey done?
The outdated image of the British tradesperson as a pie-eating, tea-drinking, white van-driving stereotype is officially a thing of the past. New research from Isuzu UK reveals that today’s tradespeople are embracing a modern, mindful, and environmentally conscious lifestyle. From yoga and meditation to skincare routines and electric vehicles, this new generation is challenging perceptions and proving that being a skilled tradesperson is about much more than just the job—it’s a way of life.
[…]
More than one in five (22 percent) have a nightly skincare routine and 19 percent drink herbal tea instead of the stereotypical milk and two sugars.
Three quarter length front view of a young adult male and mid adult male renovation workers with a pet Labrador. They are wearing casual clothing attire while taking a break from their work, they are sitting on the edge of the back of their van and enjoying coffees in Northumberland, North East England.
Three quarters (74 percent) of modern tradespeople would rather have something healthy like a salad or wrap than a pie or pasty, while 10 percent even meditate.
Wolf whistling out of the window (43 percent), saucy images stuck to the inside of the van (41 percent), empty junk food pockets cluttering up the footwell (39 percent) and cigarette butts dotted around the vehicle (35 percent) are all considered the most outdated stereotypes, along with fluffy dice hanging from the rearview mirror (34 percent) and empty energy drink cans (28 percent) on the floor.
I’ve been to England a lot recently and, while these stereotypes might be outdated, the smoking thing is still very real.
What I’m Listening To While Writing TMD
It’s South Park‘s creators performing “What Would Brian Boitano Do?” from the South Park movie about the United States going to war with Canada, a thing that no longer seems entirely far-fetched.
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The Big Question
Who is your favorite Canadian artist, race car driver, or actor/actress?
I was hoping to retire in a year or so, but with the nonsensical craziness that the FFOTUS hath wrought upon us all, it looks like I will continue working into my mid 70’s at least. Fortunately I have a job that (so far) isn’t highly dependent on other countries (vertically integrated), so back to the keyboard. WFH is so, so much better than the 100 mile round trip commutes I had for most of my careers.
And I might have enough spare funds around to pay someone to do the body work on my project ’67 VW squareback, which will help keep someone else employed for a time.
Myk El
19 hours ago
Who is your favorite Canadian artist, race car driver, or actor/actress?
Probably the late, great Gordon Lightfoot. But I will tell you it’s a very, very difficult question.
Rollin Hand
20 hours ago
So many amazing Canadian artists have been named here, except for Seth Rogen, so I’ll stump for some underrated ones.
What’s with the seemingly AI-generated caption on the photo of the two blokes* taking a tea break in their transit van? Does The Autopian add these, or do they come mandatory from whatever stock image depository you got them from?
“Three quarter length front view of a young adult male and mid adult male renovation workers with a pet Labrador. They are wearing casual clothing attire while taking a break from their work, they are sitting on the edge of the back of their van and enjoying coffees in Northumberland, North East England.”
*I’m not British, thus perhaps not qualified to identify these chaps as blokes, but they look rather bloke-ish, to me…
In response to a previous comment, Matt said that he used the caption from Isuzu, unedited, because he thought it was funny.
Bkp
20 hours ago
A couple of fave musicians from Canada, Neil Young, Joni Mitchell. There are tons more but those are the off the top of my head ones.
Crank Shaft
20 hours ago
More capital has been erased in two days than Stephen Miller says tariffs will bring in over ten years. Such a genius. That capital can no longer fuel any growth because the trust that it measures is just gone. Erased so we can feed some billionaire’s fantasy of no income or capital gains taxes. That’s great if you want a feudal economy with a few rich land owners and the rest being serfs. Personally I think that would be bad, but to each his own.
Cryptoenologist
20 hours ago
I feel like there’s this big subset of people who when they heard “May You Live in Interesting Times” they thought it was more of a blessing than a curse.
After the pandemic, supply chain disruption, inflation and all the interesting times lately, things were finally calming down last year. And then people decided that wasn’t good enough, let’s just light the house on fire rather than repairing the water damage.
JDE
20 hours ago
Thing is, China has had pretty large tariffs on US built products for years. China even has a two currency system so anyone not from China cannot buy as much. that is kind of a hidden tariff on top of the posted tariffs. I don’t feel too bad about a Chinese tariff, we overlook the slave labor of that country so we can continue to get temu crap for next to nothing.
That being said, this all in basic tariff sweep seems like the typical Trump “deal” methodology. do something obnoxious and headline grabbing, cause turmoil, secretly try to use this as a leverage method to get what he really wants and all the while let cronies buy up the dying stocks of regular people’s companies they work for so that in the event they bounce back after his deals, they all just get more of the pie. Unfortunately the cold turkey approach will ultimately work a bit like the Dodge All electric failure I imagine. Let’s just hope that means a golden parachute for the potus. Perhaps one that fails to open if we are lucky.
IanGTCS
20 hours ago
As a tail end of Gen X person I was a teen/young adult during the 90s when Canadian music was huge. Some of my favourites from that era:
The Hip
Headstones
54-40
The Tea Party (they actually got large offers to sell their domain during peak US tea party years but declined)
Moist
Blue Rodeo
Gob
Rusty
Yes! I highly recommend the documentary called “Still” about MJF. It was truly awe-inspiring to see what all he has gone through (and is still going through) in battling Parkinson’s.
I remember watching him on”Leo and Me,” an old CBC sitcom. Even then it was clear he had that “something” that makes a star.
Turn the Page
21 hours ago
Neil Young.
MaximillianMeen
21 hours ago
I’m just gonna lay it on the line here and never surrender to the magic power of Triumph.
Now let’s all fight the good fight as allied forces and put on a real blinding light show!
Ben
21 hours ago
the much-needed revision by President Trump
Seriously? “much-needed”? The USMCA accomplished about as much as renaming the Gulf of Mexico. Although now I’m getting a bit wistful remembering the days when Trump was merely ineffective, not rampaging through the country like a bull in a china shop, breaking everything he touches.
That’s the thing – sarcasm doesn’t translate to text. And there’s nothing else to indicate this is anything but a factual statement. The rest of the paragraph is just a recitation of trade policy history in North America.
I assume you’re right because I know Matt’s political leanings, but at best it’s bad writing. Casual readers who don’t have an unhealthy parasocial relationship with Matt *ahem* may not realize he’s not serious. 😉
Hey, who are you saying had parasocial relationships! I haven’t messaged with David on Reddit in a few months…(to be fair to myself, he messaged me).
And the last time I emailed Matt was over a year ago! And I didn’t even manage to find them at the Concourse de Lemons at Monterey Car Week(well I spotted David hustling through the crowd but didn’t want to ambush him like a fanboy).
What I’m saying is, we’re all perfectly normal here, right? Right?
Between this and comparing him to FDR yesterday, we’re starting to get into “I swear I’m just joking about all these nice things I’m saying about my favorite President Trump” territory.
Huh, you’re right. And you’re also right that they may be, what, the most Canadian band ever? Though not really an export, unless you’re listening to an alternative rock station in the Northeast, like me.
MrLM002
22 hours ago
Who is your favorite Canadian artist, race car driver, or actor/actress?
I’m sure if I did more digging, I’d come up with Another One, but I’m going to say Mac Demarco for now.
Non-music, I’m going with Kids in the Hall. I’m sure 30 Helens would agree that Trump should take a hike, or some other overly polite response to the tariffs.
All of the Daves that I know would certainly agree with that!
Grey alien in a beige sedan
22 hours ago
“Three quarter length front view of a young adult male and mid adult male renovation workers with a pet Labrador. They are wearing casual clothing attire while taking a break from their work, they are sitting on the edge of the back of their van and enjoying coffees in Northumberland, North East England.”
Overly descriptive caption for a stock photo… dontcha think?
I didn’t use AI so tis a hollow victory, I’m sure it would have been much more obtuse.
Comme çi, come alt
23 hours ago
I would have to reach back into political history to the Tanganyika-born leader installed by the British to inspire gear and awe and at least Anglo acquiescence to conscription: William Mackenzie, the Lyon-King.
Thomas Hundal
23 hours ago
Canada’s given the world so much great music over the years. Broken Social Scene including members’ individual work like Feist , Metric, Death From Above 1979, A-Trak, Chromeo, Alexisonfire including Dallas Green (AKA City and Colour), Devin Freakin’ Townsend, Peaches, Rush, Godspeed You! Black Emperor, Said The Whale, Hollerado, Hot Hot Heat, Cleopatrick, Attack In Black, controller.controller, Alice Glass, The New Pornographers, Holy Fuck, Zeds Dead, Skinny Puppy, Lights, Die Mannequin (RIP Care Failure), the Dirty Nil, PUP, Magneta Lane, Fuctape, the list goes on and on…
Rush gave us Tom Sawyer and Spirit of the Radio. I’m not sure what point I’m trying to make. Perhaps that those two songs are about as American as you can get.
Parsko
23 hours ago
Phil Hartman
Ladies and Gentleman of the jury, I’m just a Caveman. I fell in some ice and later got thawed out by your scientists. Your world frightens and confuses me.
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Corb Lund is brilliant, and under-appreciated.
I was hoping to retire in a year or so, but with the nonsensical craziness that the FFOTUS hath wrought upon us all, it looks like I will continue working into my mid 70’s at least. Fortunately I have a job that (so far) isn’t highly dependent on other countries (vertically integrated), so back to the keyboard. WFH is so, so much better than the 100 mile round trip commutes I had for most of my careers.
And I might have enough spare funds around to pay someone to do the body work on my project ’67 VW squareback, which will help keep someone else employed for a time.
Who is your favorite Canadian artist, race car driver, or actor/actress?
Probably the late, great Gordon Lightfoot. But I will tell you it’s a very, very difficult question.
So many amazing Canadian artists have been named here, except for Seth Rogen, so I’ll stump for some underrated ones.
The Guess Who:
https://youtu.be/3r_qd2yxIsM?si=AYQHz0gCE8drGJtd
Big Sugar:
https://youtu.be/7txuPQa9VRA?si=H5OFomvIADdiM__s
Though they’re long gone, Thrush Hermit:
https://youtu.be/pcqYwsFJl4k?si=3Y0p0xsvxxf10kFv
Triumph!
https://youtu.be/eQNma7xjMGE?si=zT5Lb_kPxfgj3LQw
Jeff Healey:
https://youtu.be/hyflyJjJrf4?si=Xua7GzRZCT_9rMsN
Kim freakin’ Mitchell
https://youtu.be/6ILAdKBicMc?si=QIc3tPKphNeq4VBS
I have to put these guys in because they played my high school. Kick Axe!
https://youtu.be/KUiCJbwhrVk?si=eEIP0NIZW4tCcTJO
(In their defense, it was the 80s)
Gowan:
https://youtu.be/qeFm-rM51K4?si=dS863_67_d7pdQ3B
..and I could go on forever.
What’s with the seemingly AI-generated caption on the photo of the two blokes* taking a tea break in their transit van? Does The Autopian add these, or do they come mandatory from whatever stock image depository you got them from?
“Three quarter length front view of a young adult male and mid adult male renovation workers with a pet Labrador. They are wearing casual clothing attire while taking a break from their work, they are sitting on the edge of the back of their van and enjoying coffees in Northumberland, North East England.”
*I’m not British, thus perhaps not qualified to identify these chaps as blokes, but they look rather bloke-ish, to me…
In response to a previous comment, Matt said that he used the caption from Isuzu, unedited, because he thought it was funny.
A couple of fave musicians from Canada, Neil Young, Joni Mitchell. There are tons more but those are the off the top of my head ones.
More capital has been erased in two days than Stephen Miller says tariffs will bring in over ten years. Such a genius. That capital can no longer fuel any growth because the trust that it measures is just gone. Erased so we can feed some billionaire’s fantasy of no income or capital gains taxes. That’s great if you want a feudal economy with a few rich land owners and the rest being serfs. Personally I think that would be bad, but to each his own.
I feel like there’s this big subset of people who when they heard “May You Live in Interesting Times” they thought it was more of a blessing than a curse.
After the pandemic, supply chain disruption, inflation and all the interesting times lately, things were finally calming down last year. And then people decided that wasn’t good enough, let’s just light the house on fire rather than repairing the water damage.
Thing is, China has had pretty large tariffs on US built products for years. China even has a two currency system so anyone not from China cannot buy as much. that is kind of a hidden tariff on top of the posted tariffs. I don’t feel too bad about a Chinese tariff, we overlook the slave labor of that country so we can continue to get temu crap for next to nothing.
That being said, this all in basic tariff sweep seems like the typical Trump “deal” methodology. do something obnoxious and headline grabbing, cause turmoil, secretly try to use this as a leverage method to get what he really wants and all the while let cronies buy up the dying stocks of regular people’s companies they work for so that in the event they bounce back after his deals, they all just get more of the pie. Unfortunately the cold turkey approach will ultimately work a bit like the Dodge All electric failure I imagine. Let’s just hope that means a golden parachute for the potus. Perhaps one that fails to open if we are lucky.
As a tail end of Gen X person I was a teen/young adult during the 90s when Canadian music was huge. Some of my favourites from that era:
The Hip
Headstones
54-40
The Tea Party (they actually got large offers to sell their domain during peak US tea party years but declined)
Moist
Blue Rodeo
Gob
Rusty
How has no one mentioned Michael J Fox yet?!!!!
Yes! I highly recommend the documentary called “Still” about MJF. It was truly awe-inspiring to see what all he has gone through (and is still going through) in battling Parkinson’s.
I remember watching him on”Leo and Me,” an old CBC sitcom. Even then it was clear he had that “something” that makes a star.
Neil Young.
I’m just gonna lay it on the line here and never surrender to the magic power of Triumph.
Now let’s all fight the good fight as allied forces and put on a real blinding light show!
Seriously? “much-needed”? The USMCA accomplished about as much as renaming the Gulf of Mexico. Although now I’m getting a bit wistful remembering the days when Trump was merely ineffective, not rampaging through the country like a bull in a china shop, breaking everything he touches.
I think that was tongue-in-cheek. But hey, it’s the internet so you never really can know.
That’s the thing – sarcasm doesn’t translate to text. And there’s nothing else to indicate this is anything but a factual statement. The rest of the paragraph is just a recitation of trade policy history in North America.
I assume you’re right because I know Matt’s political leanings, but at best it’s bad writing. Casual readers who don’t have an unhealthy parasocial relationship with Matt *ahem* may not realize he’s not serious. 😉
Hey, who are you saying had parasocial relationships! I haven’t messaged with David on Reddit in a few months…(to be fair to myself, he messaged me).
And the last time I emailed Matt was over a year ago! And I didn’t even manage to find them at the Concourse de Lemons at Monterey Car Week(well I spotted David hustling through the crowd but didn’t want to ambush him like a fanboy).
What I’m saying is, we’re all perfectly normal here, right? Right?
Between this and comparing him to FDR yesterday, we’re starting to get into “I swear I’m just joking about all these nice things I’m saying about my favorite President Trump” territory.
Comparing someone to FDR is not a compliment.
The USMCA added key labor provisions for Mexican workers!
Jared Keeso.
I hate that I’m having to find out.
I didn’t even get to fuck around!
John Dunsworth, who played Jim Lahey on TPB.
My favorite drunk too.
Not a single mention of The Tragically Hip?
I guess that’s not an export product, unless you’re Dutch.
Huh, you’re right. And you’re also right that they may be, what, the most Canadian band ever? Though not really an export, unless you’re listening to an alternative rock station in the Northeast, like me.
AvE
Canadian things I like:
No Tom Green?
I’m sure if I did more digging, I’d come up with Another One, but I’m going to say Mac Demarco for now.
Non-music, I’m going with Kids in the Hall. I’m sure 30 Helens would agree that Trump should take a hike, or some other overly polite response to the tariffs.
All of the Daves that I know would certainly agree with that!
“Three quarter length front view of a young adult male and mid adult male renovation workers with a pet Labrador. They are wearing casual clothing attire while taking a break from their work, they are sitting on the edge of the back of their van and enjoying coffees in Northumberland, North East England.”
Overly descriptive caption for a stock photo… dontcha think?
Says a Grey alien in a beige sedan with a mewtwo purple pocket monster striking a contesting pose avatar.
Dang… you got me. Game over. Enjoy the win. 😛
I didn’t use AI so tis a hollow victory, I’m sure it would have been much more obtuse.
I would have to reach back into political history to the Tanganyika-born leader installed by the British to inspire gear and awe and at least Anglo acquiescence to conscription: William Mackenzie, the Lyon-King.
Canada’s given the world so much great music over the years. Broken Social Scene including members’ individual work like Feist , Metric, Death From Above 1979, A-Trak, Chromeo, Alexisonfire including Dallas Green (AKA City and Colour), Devin Freakin’ Townsend, Peaches, Rush, Godspeed You! Black Emperor, Said The Whale, Hollerado, Hot Hot Heat, Cleopatrick, Attack In Black, controller.controller, Alice Glass, The New Pornographers, Holy Fuck, Zeds Dead, Skinny Puppy, Lights, Die Mannequin (RIP Care Failure), the Dirty Nil, PUP, Magneta Lane, Fuctape, the list goes on and on…
Counterpoint: Nickelback
Now now, the Canadian government has appologized for
Bryan AdamsNickelback serveral timesNo need for them to apologize. We deserve it for all the shit we dumped on you guys.
Justin Bieber
Love this list!!!!! Skinny Puppy!
Thomas, no The Tragically Hip listed. Tsk.
Rush gave us Tom Sawyer and Spirit of the Radio. I’m not sure what point I’m trying to make. Perhaps that those two songs are about as American as you can get.
Phil Hartman
I feel like a caveman right now.
He was Phil Hartman. I may remember him from…well, so many things.
He is sorely missed.