I work at CN's intermodal yard in Brampton. It's gotten noticeably slower. The days of "open OT" during the covid years seem to be over. No lay offs, but the OT has certainly dried up. Whether it's related to the tariffs is hard to say. It started slowing down roughly before Trump got elected.
Thnx for the info.
Trump imposing fees on Chinese ships docking at U.S. ports could be good for Canada. Chinese ships will simply dock at B.C. ports and move their freight into America via rail.
Sorry to say, there are there are rules against that sort of thing embedded in trade agreements and tariff terms.
There are certainly ways to end-run tariffs; the Chinese were already ready doing this by exporting items to Mexico, then sending them north under the CUSMA trade arrangement.
However, the Mexican did have to do something with or add something to the Chinese product to get into the U.S. tariff-free. They couldn't just accept a Chinese import, and redirect it. That would still be tariff'ed.
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That's not to say traffic may not move to Canada; but the reasons are somewhat different.
For instance:
1) China is currently moving to not buy U.S. oil; one of its alternative sources is Canada, though in that case the volume is coming through the new Trans Mountain pipeline.
2) China is moving to cut imports of U.S. agriculture; Canada is an obvious direct alternative, that product would mostly go to Vancouver via rail.
3) IF, they believe tariffs are staying, then moving traffic to Vancouver doesn't, by itself, remove tariffs from Chinese products in the U.S., what it does do, is remove them from being subject to tariffs in Canada (assuming we aren't tariff'ing China)..
For clarity. A finished Chinese good, let's say a TV, arrives in the U.S. via shipping, it may be that the U.S. importer supplies Canada and Mexico from that arrangement. The new U.S. tariff my apply, regardless of where the finished good ends up.
Importing to Canada, or Mexico should exempt the item from the U.S. tariffs if being sold in Canada or Mexico (but not the U.S.)