Okay, I am saying this anecdotally, and in the context of the Canada/EU thing. I don’t have cites for it.
Canada, and the world, do not believe this. Trump’s first term? Sure, he was bad, but not the worst president ever (most lists I’ve seen now make hime the worst). A blip in the history of the country.
Then he was elected again. After 4 years of listening to him whine. And, in addition to ripping up trade agreements, it turns out none of the US’s structures…work. The vaunted separation of powers? Just kidding. International treaties? We got a Sharpie right here for your treaties. The Supreme Court? “And you get a Winnebaggo!”. Settled court cases? Just kidding. The enoulments clause, that prevents naked bribery? Where is that Sharpie?
Sure, he’ll die or possibly be voted out. Maybe you’ll get another Obama, or Clinton, or even a Reagan. But the one after that, until those things are fixed, until the world believes the institutions that allowed Trump to exist, threaten 3 countries, rip up trade deals, yada yada yada: until the world sees those things are fixed, the world doesn’t trust the US. We aren’t talking a presidential term any more. We’re talking “need to see structural change”. This is measured in generations, not terms.
Yes, geography has made the US and Canada strong partners. But, look at where Carney is putting Canada’s investments, and gently guiding new investment: pipelines, expanding deep-water harbors, and cutting deals with everyone.
The move won’t be overnight. But the US has been sliding in all the rankings that matter about “who do you make a deal with?”, and Trump is the tipping point that says “not with them.”
Carney’s much-watched Davos speech makes this clear. We’re going to align with middle powers, not the US. Not because of Trump, but because Trump can happen, and is likely to happen again. Elect Newsom, Harris, Walz. It doesn’t tell us a thing, because you might elect MTG after that.
Until the US shows serious reforms, until the US stops sliding in every metric that matters, and keeps doing it, Canada HAS to find new partners. And figure out a way to get them the stuff that we have lots of (including, but not limited to, oil, potash, soybeans, and lumber) to them. This will take time, but the EU is an obvious choice. We’re happy with China and India, who are at least reliable trading partners, but the EU is a more natural fit.
I am not well enough informed about how this stuff works to say where it goes. Quebec hands out 2 (I think they are now 3) year work permits (and you can apply for PR status with 2 years of Canadian work experience) to French speakers like candy; maybe expedited time limited work permits for Canadians to work in the EU. Dropping remaining trade barriers. I am not sure. Canada won’t join the EU, our land border with Europe notwithstanding, but Canada will definitely start cutting deals; ones that are mutually beneficial. And that 68% of our exports? That’s going to change. And it isn’t changing back.