Comments by "Neolithic Transit Revolution" (@neolithictransitrevolution427) on "Trump auto tariffs 'YUGE' gift to China, lump of coal for Canada" video.

  1. The fact that the US clearly needs Canadian industry and is acting aggressively should not be seen as some confusing point but as clear evidence that he is serious about annex as a goal.
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  2. @gledatelj1979  1) Canada doesn't have rulers. 2) what on earth are you referring to
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  3. That only further hurts the investment in EVs that we can't afford to lose. I'd do a 1 year removal for fleet purchase.
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  4. You have to be totally ignorant of the fact Elon Musk, famously owner of Tesla, is guiding policy, and just killed all his domestic competitors. He'll probably end up buying at least one of them.
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  5. There is no specialization the states can't replicate, except maybe raw aluminum production. They will simply move the equipment from our factories.
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  6. @thaboss-d8q  less competitive is the reason for the 25% tariff. My point isn't that it's good for the industry, my point is that there is no reason to believe the Canadian industry is in anyway secure
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  7. @PlayChaosVoices  firstly, I'm Canadian. Secondly, why would any of our Auto manufacturing be safe? Fundamentally, except maybe refining aluminium because of the electrical demand, what special advantage do we have. They talk in the video about wether our EV investments will go forward, that's because our special advantage was access to the US market. Without that there is no reason to invest here to build American car parts. Thirdly, don't trick yourself into thinking they need our oil. We have seen a million barrels a day go off line this month. That's seasonal, it's for maintenance, but the US isn't hurting over it, and the question is what happens to prices when it comes back on. 600k bbl/d goes south to the US Gulf, they can get that from seaborne imports if they need a heavy. Marathon has already said they can retool, with that about 300k bbl/d in the Midwest could switch over to light oil from heavy. Within 2 years, if they are serious about hurting us, they could reverse Keystone and bring another million barrels a day north. That's 2M bbl/d lost. The other 2M bbl/d we sell is probably safe. But that still means we have massive over capacity pushing prices to the lowest possible level and bankrupting the mining operations.
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  8.  @PlayChaosVoices  1) the question isn't if the oil is more expensive than ours without a tariff, but with a tariff. Our oil discount will absorb the tariff costs, or else it will become more expensive than seaborne crude. The oil tariffs are only applied to us. And as Oil is priced in Hardisty, that will mean all our oil exports fall in price. 2) going from Heavy crude to light crude is not difficult. Sure the gasoline ratio will be higher and overall capacity a little lower. But no retooling is required for the 600k to the Gulf, and 300k bbl/d in the Midwest is entirely achievable. 3) this isn't about what's bad for the US. The US goal is very clearly to harm us. They just launched the auto tariffs. The current administration is clearly willing to accept economic damage if it moves towards their overall goals.
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  9. It is a planned attempt to destoy the Canadian industry. There is lots of talk here about legacy Autos, where is the talk about Tesla? Because thats the relevant point, the guy who bought the president is destroying his competition. He'll buy Ford.
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  10. America isn't going to stand up because he isn't going to destroy the US economy. They are going to destroy ours. We cannot base our hope on the Americans being rational
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