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Article No. 85 · Today's briefing
IllustrationHindsite · Editorial Art

The Turning Point: How a Trade War Rewrote the North American Bargain

In eighteen months, tariffs tore through a seventy-year alliance—and what fell apart may not come back together.

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The Shot Across the Border

On a Friday morning in late January 2025, President Donald Trump stood before reporters and announced a 25 per cent tariff on all imports from Canada and Mexico, affecting thousands of products across dozens of industries . The justification, he said, was border security—specifically, the flow of fentanyl and undocumented migrants. The mechanism was a rarely invoked executive power. The effect was immediate: a shudder through supply chains that had, for three decades, operated on the assumption that North America was a single economic space.

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