China Is Now Buying Canada’s Gas — The Deal That Started When Trump Launched His Trade War
China Is Now Buying Canada’s Gas — The Deal That Started When Trump Launched His Trade War
For a decade, the energy relationship between Canada and China was a rounding error in the global ledger. Between 2013 and 2023, China purchased a consistent, modest 7,000 barrels of Canadian oil per day. At $75 a barrel, that amounted to roughly $525,000—a figure so small it barely registered in the energy calculations of either nation. Canada was, for all intents and purposes, a captive supplier to the United States, sending 96% of its export oil south to American refineries.
Then came the return of Donald Trump and the declaration of an economic “national emergency” at the northern border. By February 2025, Trump had imposed a 10% tariff on Canadian energy. He intended to use Canada’s total dependency on American pipelines and refineries as a weapon of compliance.
He ended up doing the opposite.
Within twelve months of those tariffs hitting, China was buying 207,000 barrels of Canadian oil every single day—a staggering 30-fold increase. Simultaneously, the first Chinese-owned vessels began arriving at a brand-new Canadian terminal to collect liquefied natural gas (LNG). Trump wanted to squeeze Ottawa; instead, he provided the final catalyst for Canada to open its “exit door” to the Pacific, permanently re-engineering the geometry of global power.
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