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Canada targets plywood and paperboard in tariff fight aimed at American voters

Ottawa's counter-tariffs were built to land on American voters' bills, and a Michigan coalition and some Republican candidates then pushed back on the trade war.

Published · 11:48

Summary

Ottawa's response to the 2026 tariff fight began in February, when the US Supreme Court struck down Trump's sweeping tariffs and Mark Carney rebuilt his Washington team. Analysts in Ottawa then went through US tariff codes line by line to find where each product would be felt in American districts. Instead of the high-profile bourbon and Harley-Davidson targets of 2018, Canada chose plywood, bleached paper and paperboard products that the United States cannot easily replace.

A Michigan business coalition, co-founded by Republican John Celich and Democrat Mark Fisk, commissioned polling of likely November voters. It found 63% opposed tariffs on Canadian auto and manufacturing parts. After Carney halted talks two hours before the August 22 deadline, Canada's counter-tariffs took effect on September 8. Industry Minister Melanie Joly called the choices strategic political pressure, and Trump's ambassador called it election interference.

On November 3, Democrats took both the House and the Senate. The video argues the cost message broke through: Democrats spent $72.6M on general election ads mentioning tariffs, and Republican Senate nominee Mike Rogers later urged an end to the tariff war. Canada did not decide the election, but Ottawa aimed to make rising costs point at Washington.

Key points

  • The U.S. imposed a 50% tariff on about $20B of Canadian goods on August 22.
  • Canada's counter-tariffs took effect September 8, as the U.S. fall campaign began.
  • 63% of likely Michigan voters opposed tariffs on Canadian auto and manufacturing parts.
  • 74% blamed tariffs for Michigan's affordability problem.
  • 40% said they'd be less likely to back a pro-tariff candidate.
  • Democrats spent $72.6M on general election ads mentioning tariffs.

Questions answered

Why did Canada target plywood instead of bourbon this time?

Politico reports that Canadian analysts passed over headline-making goods and picked narrow forestry subcategories: plywood, bleached paper and paperboard products. The video says the United States does not make enough of these on its own, and that nobody holds a rally about paperboard, so the cost lands without a single villain.

Was Canada's tariff response election interference?

The video answers directly: tariffs are a lawful trade response, and every country chooses which goods to hit. It adds that Politico reports Washington never formally raised the complaint with Joly's office.

How did a Michigan poll change Republican views on tariffs?

The coalition polled likely November voters, not adults in general. Its findings, including 63% opposition to tariffs on Canadian auto and manufacturing parts, were shared on a Zoom call with about half a dozen Republican operatives. One came away convinced his candidate should break with the White House on Canada.

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Prepared by the CanadaNext Editor with AI assistance from public reporting and CanadaNext's own videos. Sources are linked. How we work