POLICY TELEMETRY

US-Canada Trade Deal Timeline & Tariff Impact Simulator

Context: Trump: US-Canada Deal "Fairly Soon"
Bilateral Policy Levers Live Calibrated Model
Diplomatic Scenarios
Proposed US Tariff Rate 10.0%
Universal levy applied to bilateral non-exempt imports (0% free trade to 25% max tariff).
Energy Integration Index 75%
Cross-border pipeline, hydro power, and critical mineral export reciprocity.
Automotive Rules of Origin 70%
Required North American regional value content for duty-free automotive trade.
Border Security & Customs Index 80%
Fentanyl interception, pre-clearance harmonization, and cargo screening speed.
Political Urgency & White House Priority 85%
Presidential willingness to sign early executive order or interim pact.
Report exported & state saved.
Deal Probability 87.4% Confidence: High
Projected Timeline 14 Days "Fairly Soon" window
Negotiation Status Optimistic Deal Path Bilateral trajectory
Market Sentiment Bullish CAD / Equity index bias
Canada GDP Impact +0.42% Net annualized shift
US GDP Impact +0.18% Supply chain friction impact
Accord Probability Trajectory (60 Days) Target: 87.4%
Sector Resilience Breakdown Trade Friction Index
Policy & Trade Impact Assessment

Strong alignment on critical energy supplies and mutual border enforcement softens the blow of proposed universal baseline tariffs. High executive motivation supports a rapid bilateral breakthrough within approximately two weeks, preventing retaliatory supply chain shocks across the Great Lakes manufacturing corridor.

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