{"id":467520,"date":"2026-09-01T11:17:45","date_gmt":"2026-09-01T18:17:45","guid":{"rendered":"https:\/\/climatescience.press\/?p=467520"},"modified":"2026-09-01T11:17:47","modified_gmt":"2026-09-01T18:17:47","slug":"carneys-dagger-how-ottawas-trade-brinkmanship-threatens-us-national-security-strategy","status":"publish","type":"post","link":"https:\/\/climatescience.press\/?p=467520","title":{"rendered":"Carney\u2019s Dagger: How Ottawa\u2019s Trade Brinkmanship Threatens US National Security Strategy"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"723\" height=\"482\" data-attachment-id=\"467576\" data-permalink=\"https:\/\/climatescience.press\/?attachment_id=467576\" data-orig-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?fit=1536%2C1024&amp;ssl=1\" data-orig-size=\"1536,1024\" data-comments-opened=\"1\" data-image-title=\"0 ChatGPT  Carney\u2019s Dagger How Ottawa\u2019s Trade Brinkmanship Threatens US National Security Strategy\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?fit=723%2C482&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?resize=723%2C482&#038;ssl=1\" alt=\"\" class=\"wp-image-467576\" srcset=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?resize=1024%2C683&amp;ssl=1 1024w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?resize=300%2C200&amp;ssl=1 300w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?resize=768%2C512&amp;ssl=1 768w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?resize=640%2C427&amp;ssl=1 640w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?w=1536&amp;ssl=1 1536w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?w=1446&amp;ssl=1 1446w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">From <a href=\"https:\/\/tilakdoshi.substack.com\/p\/carneys-dagger-how-ottawas-trade\">Tilak`s Substack<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By <a href=\"https:\/\/substack.com\/@tilakdoshi\">Tilak Doshi<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The collapse of US-Canada trade talks last week, and Prime Minister Mark Carney\u2019s declaration that \u201c<a href=\"https:\/\/www.bbc.co.uk\/news\/articles\/cvgvyy4x2mvo\">you\u2019re at war when you get attacked<\/a>,\u201d has turned a tariff dispute into a political toxin that now sits inside the one relationship still holding North American energy security together. Fifty-percent US tariffs have taken effect on billions of dollars of Canadian goods; Ottawa has promised&nbsp;<a href=\"https:\/\/www.pm.gc.ca\/en\/news\/statements\/2026\/08\/21\/statement-prime-minister-carney-canada-us-trade-negotiations\">dollar-for-dollar retaliation<\/a>&nbsp;from September 8th. Crude oil, natural gas and potash were, for the moment, carved out of the American levies, but that exemption cannot be thought permanent. The uncertainty, the public flirtation with using oil as a retaliatory instrument and Carney\u2019s larger strategic posture toward Washington already threaten the physical barrels and the political trust on which the&nbsp;<a href=\"https:\/\/www.whitehouse.gov\/wp-content\/uploads\/2025\/12\/2025-National-Security-Strategy.pdf\">2025 National Security Strategy<\/a>&nbsp;depends.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The contrast with what seemed possible only a year earlier could not be more dramatic. The August 2025 Anchorage meeting between Donald Trump and Vladimir Putin, however inconclusive on Ukraine,&nbsp;<a href=\"https:\/\/dailysceptic.org\/2025\/08\/26\/after-the-alaska-summit-global-energy-affairs-in-a-trump-putin-rapprochement\/\">opened a window<\/a>&nbsp;onto a potentially different energy order: one in which sanctions-driven distortions might have eased and Russian Arctic and Siberian resources might have again attracted Western capital. Combined with the January 2026 capture of Nicol\u00e1s Maduro and Washington\u2019s subsequent assertion of control over the rules of Venezuelan oil production, that vision promised hemispheric abundance rather than managed scarcity. Carney\u2019s brinkmanship now risks putting a dagger through it \u2013 and doing so at the expense of Alberta first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The Anchorage window and the promise of abundance<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On August 15th 2025, at Joint Base Elmendorf-Richardson in Alaska, the presidents of the world\u2019s largest and third-largest oil producers met for the first time since the outbreak of the Ukraine war. No ceasefire was signed, although the maximalist demand by EU hawks for an immediate ceasefire was dropped as a non-starter. Trump said there was \u201c<a href=\"https:\/\/apnews.com\/article\/trump-putin-summit-alaska-russia-ukraine-a7b167f17a3e06fbce2f583c93f8bae1\">no deal until there\u2019s a deal<\/a>\u201d. Putin later conceded that \u201c<a href=\"https:\/\/www.adn.com\/nation-world\/2026\/06\/30\/as-war-stalls-putin-concedes-he-never-cut-a-deal-with-trump-in-alaska\/\">there were indeed no agreements reached in Anchorage<\/a>\u201d. Yet the meeting itself, after years of isolation, revived talk of economic cooperation in the Arctic, LNG technology, icebreakers and even possible restarts of ventures such as Sakhalin-1. Russian officials spoke of region-to-region contacts between the Russian Far East and the US West Coast; side conversations touched&nbsp;<a href=\"https:\/\/www.reuters.com\/business\/energy\/trump-ally-ties-up-with-russias-novatek-natural-gas-alaska-nyt-reports-2026-02-20\/\">Novatek technology for Alaskan gas<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That window mattered because the post-2022 sanctions regime&nbsp;<a href=\"https:\/\/www.forbes.com\/sites\/tilakdoshi\/2022\/05\/26\/watch-western-sanctions-on-russia-boomerang-a-global-energy-and-food-crisis-in-the-making\/\">boomeranged<\/a>&nbsp;on its progenitors. Measures intended to turn the Russian rouble into rubble instead accelerated Europe\u2019s de-industrialisation, sent discounted Russian barrels through Indian and Chinese refiners into European markets at a premium and encouraged experiments in non-dollar settlement. A genuine US-Russia thaw would have reversed those distortions, reopened Siberian unconventional plays to American fracking expertise and reduced the incentive for BRICS energy trade to migrate away from the dollar. Developing countries, long subject to decarbonisation demands while the West consumed the fossil fuels that built its wealth, would have gained cheaper energy and a less politicised development path. The \u2018spirit of Anchorage\u2019 never became a treaty. By mid-2026 it had largely dissipated. But the mere possibility of ending the sanctions-driven split in global oil trade \u2013 and of pairing US technology with Russian Arctic and Siberian geology \u2013 was part of a larger architecture of energy abundance. The other half of that architecture was sitting in the Orinoco Belt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Venezuela\u2019s heavy oil and the Trump Corollary<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the pre-dawn hours of January 3rd 2026, US forces captured Nicol\u00e1s Maduro and flew him to New York to face narcotics-terrorism charges. The operation was the most muscular application yet of what the administration calls the \u201c<a href=\"https:\/\/www.whitehouse.gov\/presidential-actions\/2025\/12\/america-250-presidential-message-on-the-anniversary-of-the-monroe-doctrine\/\">Trump Corollary<\/a>\u201d to the Monroe Doctrine. The November 2025 National Security Strategy had pledged that the United States would \u201creassert and enforce the Monroe Doctrine to restore American pre-eminence in the Western Hemisphere\u201d and \u201cdeny non-Hemispheric competitors the ability to\u2026 own or control strategically vital assets in our Hemisphere\u201d. Venezuela\u2019s oil was precisely such an asset.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<a href=\"https:\/\/www.energyinst.org\/statistical-review\">Energy Institute\u2019s Statistical Review<\/a>&nbsp;still lists Venezuela as holding the world\u2019s largest proved reserves \u2013 on the order of 300 billion barrels, the great majority of them extra-heavy Orinoco crude. At recent prices that stockpile is notionally worth many trillions of dollars. Venezuelan output has risen from well under a million barrels per day toward&nbsp;<a href=\"https:\/\/www.upi.com\/Top_News\/World-News\/2026\/08\/25\/latam-venezuela-oil-higher-production\/3741787673775\/\">roughly 1.2 million<\/a>, with several hundred thousand barrels now moving to US refiners. Supermajors remain cautious; service companies and smaller independents have moved first. Full restoration toward two to three million barrels per day still looks like a multi-year project even under favourable political conditions. That timeline is why Canadian barrels remain indispensable in the near term \u2013 and why treating them as a weapon is so reckless.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">President Donald Trump&nbsp;<a href=\"https:\/\/www.reuters.com\/business\/energy\/us-enters-into-oil-agreement-with-venezuela-trump-says-2026-08-28\/\">announced<\/a>&nbsp;on Friday that the US had secured majority control of more than 65 billion barrels of Venezuela\u2019s proven oil reserves through a partnership with private business. This unprecedented US agreement to take control of a fifth of Venezuela\u2019s vast oil reserves is a bet that American companies can revive the nation\u2019s battered energy industry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As important as the headline volume is the molecule. Long-chain, high-sulphur, high-residuum crude is ideally suited to the delayed-coking complexes that dominate the US Gulf Coast. Those refineries convert discounted heavy sour barrels into diesel and jet fuel more efficiently than light-shale slates can be upgraded. Control of Venezuelan heavy oil therefore complements, rather than merely duplicates, the Permian\u2019s light sweet output. It gives the United States a full-spectrum position across the barrel and a second wing for a non-OPEC Americas bloc that already includes US shale, Canadian oil sands, Guyana\u2019s new discoveries and Brazilian pre-salt, from Alaska to Tierra del Fuego.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Four million barrels a day and the Alberta-Ottawa fault line<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.eia.gov\/todayinenergy\/detail.php?id=67904\">EIA data<\/a>&nbsp;show US crude imports from Canada averaged 3.9 million barrels per day in 2025; weekly figures through 2026 still cluster around 3.5\u20134.2 million. Those volumes have routinely accounted for around 60% or more of US crude imports. The main destination is not only Houston. It is first the&nbsp;<a href=\"https:\/\/www.oilsandsmagazine.com\/market-insights\/2025\/10\/20\/dilbit-synthetic-crude-marketing-usage-trade-flows\">US Midwest<\/a>, then the Gulf Coast: complex refineries configured over decades for Alberta\u2019s heavy sour crude.&nbsp;<a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-04-08\/canadian-crude-fetches-biggest-gulf-coast-premium-in-two-years\">Bloomberg<\/a>&nbsp;put 2025 Midwest receipts near 2.7 million barrels per day vs about 416,000 barrels per day to the Gulf. These barrels are not interchangeable with Permian light or with distant Middle Eastern grades that must travel longer, more vulnerable sea lanes. Without them, utilisation rates fall, product yields suffer and pump prices rise. In a tight global distillate market \u2013 the spread between crude and diesel, the \u201c<a href=\"https:\/\/www.msn.com\/en-us\/money\/economy\/diesel-crack-just-broke-100-a-barrel-for-the-first-time-ever-here-s-what-it-means-for-your-grocery-bill\/ar-AA2amK6y\">crack spread<\/a>\u201d, has run over $100 a barrel \u2013 the substitution problem is acute. As&nbsp;<a href=\"https:\/\/www.forbes.com\/sites\/davidblackmon\/2026\/08\/25\/a-uscanada-trade-war-would-bring-dire-impacts-on-oil-trade\/\">David Blackmon assesses<\/a>, there is no ready alternative outlet of comparable size and proximity for Canada either. Canada\u2019s only large operating Pacific marine outlet is the Westridge terminal in Burnaby, the end of the Trans Mountain pipeline, rated at 890,000 barrels per day. That line can be optimised toward about&nbsp;<a href=\"https:\/\/www.transmountain.com\/projects\">1.19 million barrels per day by 2028<\/a>. A separate&nbsp;<a href=\"https:\/\/www.pm.gc.ca\/en\/news\/news-releases\/2026\/07\/02\/canada-and-alberta-advance-west-coast-pipeline-project-proposal-and\">million-barrel West Coast pipeline<\/a>&nbsp;has been proposed, with construction possibly starting in 2027. Neither is a substitute, this year or next, for the US inland system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Canada\u2019s own vulnerabilities are equally structural. Eastern provinces, home to most of the population, still depend on US-sourced barrels or on west-to-east pipelines whose routes pass through Minnesota, Wisconsin and Michigan. Ottawa\u2019s long refusal to approve adequate all-Canadian eastbound pipelines left Toronto, Montreal and Ottawa exposed. Any serious disruption therefore boomerangs on Canada as surely as it would hit Chicago and Houston.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is why using oil as a weapon would detonate inside Canada long before it wounds the US \u2013 an economy 13 times larger that absorbs just under three-quarters of Canadian exports and some 90% of its oil exports. Alberta Premier Danielle Smith has said she \u201c<a href=\"https:\/\/www.theglobeandmail.com\/canada\/article-us-canada-trade-war-scott-moe-danielle-smith-alcohol-oil-potash\/\">cannot think of a more disastrous policy decision than cutting off or taxing Alberta\u2019s oil to the United States<\/a>\u201d. Doing so, she warned, would extinguish hundreds of thousands of livelihoods in Alberta, hobble Ontario and Quebec, send the TSX into a dive \u2013 and hand US cokers a reason to look to&nbsp;<a href=\"https:\/\/calgaryherald.com\/news\/smith-condemns-u-s-trade-betrayal-slags-using-energy-as-weapon\">Venezuela instead<\/a>, perhaps permanently. Saskatchewan Premier Scott Moe was equally blunt: his province \u201c<a href=\"https:\/\/www.businessinsider.com\/us-canada-trump-trade-tariffs-policy-pushback-oil-potash-alcohol-2026-8\">cannot and will not support<\/a>&nbsp;any kind of export tariff\u201d on oil or potash. The producing Western regions of Canada have told Ottawa no.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Danielle Smith also points out that an export tax on Alberta crude invites a symmetric American levy on gasoline and diesel heading into Ontario and Quebec \u201c<a href=\"https:\/\/www.theglobeandmail.com\/canada\/alberta\/article-smith-urges-diplomacy-with-us-renews-call-to-keep-oil-out-of-trade\/\">right as we turn into fall and winter<\/a>\u201d. Carney himself said in July he did not \u201c<a href=\"https:\/\/www.cbc.ca\/news\/politics\/carney-trump-oil-tariffs-negotiations-9.7289518\">see the value<\/a>\u201d in using energy as leverage and that Canada must remain a \u201creliable supplier\u201d. The \u2018war\u2019 language of last week sits uneasily with that earlier caution. If Ottawa now flirts with the oil card, it will reopen the oldest Canadian fracture: Alberta and Saskatchewan sell the oil and potash, and the Carney Government in Ottawa is tempted to treat those exports as leverage. Alberta\u2019s&nbsp;<a href=\"https:\/\/www.politico.com\/news\/magazine\/2026\/08\/09\/canada-alberta-separatists-danielle-smith-01018071\">separatist undercurrent<\/a>&nbsp;does not need a better recruiting poster.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This interdependence is a strength when relations are stable. It becomes a glaring weakness when they are not. Even though energy was excluded from the latest 50% tariff list, the collapse of talks has already injected the uncertainty that markets and capital abhor. Cross-border projects feel it immediately. South Bow\u2019s Prairie Connector \u2013 a partial reuse of cancelled Keystone XL pipe, with&nbsp;<a href=\"https:\/\/thelogic.co\/briefing\/south-bow-secures-long-term-commitments-for-proposed-keystone-xl-revival-project\/\">20-year commitments for about 465,000 b\/d<\/a>&nbsp;and a mid-2027 investment decision \u2013 needs a permit that survives the next election. CEO Bevin Wirzba has said the company will not proceed without a \u201c<a href=\"https:\/\/pipeline-journal.net\/news\/south-bow-secures-shipper-commitments-proposed-keystone-xl-revival-eyes-2027-decision\">durable<\/a>\u201d US authorisation. Twenty-year contracts cannot be financed on a relationship described as war.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Waiting out Trump: Democrats, Davos and a lame-duck bet<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mark Carney is a former Bank of England governor and UN special envoy for climate finance who once&nbsp;<a href=\"https:\/\/www.forbes.com\/sites\/tilakdoshi\/2020\/12\/09\/credit-covid-and-climate-rock-star-urges-central-banks-to-join-the-fight-against-climate-change\/\">argued<\/a>&nbsp;that central banks should help impose \u201cmoral sentiments\u201d on capital allocation in the name of Net Zero. In his&nbsp;<a href=\"https:\/\/www.cbc.ca\/news\/politics\/mark-carney-speech-davos-rules-based-order-9.7053350\">January 2026 Davos speech<\/a>&nbsp;he told middle powers that the old rules-based order was fading and that \u201cwhen we only negotiate bilaterally with a hegemon, we negotiate from weakness\u201d \u2013 obviously, if obliquely, referring to Trump\u2019s America. He has signed new \u201cstrategic partnerships\u201d with the EU and China, diversified trade talks across four continents and presented Canada as an \u201cenergy superpower\u201d whose customers need not be confined to the United States.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Carney elevated&nbsp;<a href=\"https:\/\/www.theglobeandmail.com\/politics\/article-carney-appoints-chief-operating-officer-in-pmo\/\">Maia Johnson<\/a>&nbsp;\u2014 an American who worked on scheduling and operations for Hillary Clinton\u2019s 2016 campaign and later on the Biden and Harris efforts and who was tied to Michael Bloomberg\u2019s political-data firm Hawkfish \u2014 into a newly created senior operating role in the Prime Minister\u2019s Office. The hiring choice is a signal about which American political network Ottawa finds congenial. So are Carney\u2019s private meetings this year with leading&nbsp;<a href=\"https:\/\/www.politico.com\/news\/2026\/06\/25\/canada-carney-democrat-2028-00973705\">2028 Democratic contenders<\/a>&nbsp;\u2013 including Pennsylvania Governor Josh Shapiro, Pete Buttigieg and Elissa Slotkin \u2013 as Democrats begin to audition for the post-Trump era.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The timeline fits a waiting game. People familiar with Ottawa\u2019s deliberations told&nbsp;<a href=\"https:\/\/finance.yahoo.com\/economy\/policy\/articles\/canada-sees-long-trade-war-235952589.html\">Bloomberg<\/a>&nbsp;that Carney\u2019s Government sees little chance of restarting talks before the November 2026 midterms and is designing support \u201cto ride out the balance of Trump\u2019s term if necessary\u201d. Carney himself said Canada would back affected firms \u201cfor as long as it takes, in other words,&nbsp;<a href=\"https:\/\/finance.yahoo.com\/economy\/policy\/articles\/canada-sees-long-trade-war-235952589.html\">beyond the life of this US administration<\/a>\u201d. Danielle Smith, from the other side of the same calendar, has&nbsp;<a href=\"https:\/\/www.theglobeandmail.com\/canada\/alberta\/article-smith-urges-diplomacy-with-us-renews-call-to-keep-oil-out-of-trade\/\">urged<\/a>&nbsp;diplomacy so that Canadian oil can be kept out of the trade war.&nbsp;<em>CityNews&nbsp;<\/em>put the question directly: is Carney&nbsp;<a href=\"https:\/\/toronto.citynews.ca\/video\/2026\/08\/24\/is-carney-waiting-for-trump-to-become-a-lame-duck-president\/\">waiting for a lame-duck president<\/a>?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But a Democratic midterm gain would not automatically unwind executive tariffs; a White House official called that expectation \u201c<a href=\"https:\/\/www.usnews.com\/news\/world\/articles\/2026-08-26\/analysis-carney-faces-ticking-clock-on-canadian-support-for-tough-tactics-with-trump\">a desperate pipe dream<\/a>\u201d. A 2028 Democratic restoration does little to alleviate the trade standoff. It might, however, restore the Net Zero reflex that spent a decade making Canada\u2019s physical ability to get crude out of Alberta and to paying customers harder. Betting the continental oil system on a US partisan cycle is the opposite of energy security.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trump\u2019s National Security Strategy is an energy-dominance doctrine that treats pipelines, upgraders and heavy-oil reserves as instruments of hemispheric security. The Venezuelan reset was meant to reduce extra-hemispheric influence in the Americas and, over time, to give Washington a substitute source of heavy crude. That substitution is years away. In the meantime any sustained interruption \u2013 or even the credible threat of one \u2013 raises the odds of tighter product markets, higher prices for American and Canadian consumers alike and the postponement of the very infrastructure that would make the hemisphere more secure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Anchorage meeting and the Caracas operation together sketched a world in which the Western Hemisphere could become a low-cost, high-security energy platform spanning Alaska to Tierra del Fuego \u2013 light oil from the US Permian and other shale oil basins married to heavy Orinoco and Athabasca crude, insulated from Eurasian pipeline politics and Middle Eastern chokepoints. That architecture still requires Canadian flows in the critical intervening years. Carney\u2019s war language, his Democratic entanglements and the temptation to \u2018wait Trump out\u2019 do not create new heavy-oil supplies or new all-Canadian pipelines. Rather, they raise the probability that the existing system fractures worsen \u2013 between Ottawa and Alberta, and between Ottawa and Washington \u2013 at the precise moment when US strategy is attempting to lock in hemispheric advantage in energy supplies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The physics, economics and geography of global oil trade flows remain broadly unchanged. What has changed is the political choice to treat an existential energy partnership as another front in a trade war, or as a holding action until the next American election. If cooler heads do not prevail, Carney\u2019s dagger threatens not only the oldest and most intimate trading relationship in North America but also the energy security interests of the entire American hemisphere.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Dr Tilak K. Doshi is the&nbsp;<\/em>Daily Sceptic<em>\u2018s Energy Editor. He is an economist, a member of the CO\u2082 Coalition and a former contributor to&nbsp;<\/em>Forbes. Follow him on&nbsp;<em><a href=\"https:\/\/tilakdoshi.substack.com\/\">Substack<\/a>&nbsp;<\/em>and&nbsp;<a href=\"https:\/\/x.com\/tilakdoshi\">X<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The collapse of US-Canada trade talks last week, and Prime Minister Mark Carney\u2019s declaration that \u201cyou\u2019re at war when you get attacked,\u201d has turned a tariff dispute into a political toxin that now sits inside the one relationship still holding North American energy security together. <\/p>\n<p>President Donald Trump announced on Friday that the US had secured majority control of more than 65 billion barrels of Venezuela\u2019s proven oil reserves through a partnership with private business. <\/p>\n","protected":false},"author":121246920,"featured_media":467576,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[1],"tags":[691818320,691845093,691820083,691826177,691821808,691845092,691818154,691819148,691835682,691845094,691820304,691833487],"class_list":["post-467520","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-alberta","tag-energy-superpower","tag-canada","tag-canadas-trans-mountain-pipeline","tag-energy-security","tag-europes-de-industrialisation","tag-net-zero","tag-oil-and-gas","tag-prime-minister-mark-carney","tag-trade-war","tag-united-states","tag-us-president-donald-j-trump","fallback-thumbnail"],"jetpack_publicize_connections":[],"jetpack_likes_enabled":true,"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paxLW1-1XCE","jetpack-related-posts":[{"id":448156,"url":"https:\/\/climatescience.press\/?p=448156","url_meta":{"origin":467520,"position":0},"title":"Carney Drives Canada Into\u00a0Recession","author":"uwe.roland.gross","date":"06\/02\/2026","format":false,"excerpt":"He\u2019s the only leader in the G7 to have plunged his economy into recession. He\u2019s been Prime Minister for four quarters now. The economy has shrunk in three of those quarters. He\u2019s the only G7 leader who can say that. The economy is smaller today than when Mark Carney became\u2026","rel":"","context":"In \"Canada\"","block_context":{"text":"Canada","link":"https:\/\/climatescience.press\/?tag=canada"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/06\/0-Copilot_Carney-Drives-Canada-Into-Recession.png?fit=1024%2C1024&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/06\/0-Copilot_Carney-Drives-Canada-Into-Recession.png?fit=1024%2C1024&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/06\/0-Copilot_Carney-Drives-Canada-Into-Recession.png?fit=1024%2C1024&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/06\/0-Copilot_Carney-Drives-Canada-Into-Recession.png?fit=1024%2C1024&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":412668,"url":"https:\/\/climatescience.press\/?p=412668","url_meta":{"origin":467520,"position":1},"title":"Woke and Green Fading\u00a0Away","author":"uwe.roland.gross","date":"11\/11\/2025","format":false,"excerpt":"From Science Matters by\u00a0Ron Clutz Philip Cross writes at Financial Post\u00a0Woke and Green are departing the scene.\u00a0\u00a0Excerpts in italics with my bolds and added image. 2025 may mark the end for such policies as unsubsidized EV salescollapse and impatience with DEI rises This year is shaping up as a turning\u2026","rel":"","context":"In \"EV projects\"","block_context":{"text":"EV projects","link":"https:\/\/climatescience.press\/?tag=ev-projects"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/11\/2ecf0ce2f-c452-453d-bccf-221bba20d74c.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/11\/2ecf0ce2f-c452-453d-bccf-221bba20d74c.jpg?fit=1200%2C800&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/11\/2ecf0ce2f-c452-453d-bccf-221bba20d74c.jpg?fit=1200%2C800&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/11\/2ecf0ce2f-c452-453d-bccf-221bba20d74c.jpg?fit=1200%2C800&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/11\/2ecf0ce2f-c452-453d-bccf-221bba20d74c.jpg?fit=1200%2C800&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":415502,"url":"https:\/\/climatescience.press\/?p=415502","url_meta":{"origin":467520,"position":2},"title":"Carney Directs Canada Pipeline\u00a0Charade","author":"uwe.roland.gross","date":"12\/01\/2025","format":false,"excerpt":"Had the Great Smith-Carney Pipelines and Climate Pact of 2025 emerged say, five years ago, it would have been considered squarely within the realm of Liberal environmentalism. Instead, because former prime minister Justin Trudeau brought in several anti-business policies, the current prime minister is being feted\/scorned as being pro-energy industry\u2026","rel":"","context":"In \"Alberta\"","block_context":{"text":"Alberta","link":"https:\/\/climatescience.press\/?tag=alberta"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/12\/0AQMMU4YIg9lDNRqQuqKJ3Q8dCJ4IdYjvha6ZQ_oGBcDqDqLn4YsmDaLEak_CqH3NMJNezpmkEPwp5555jcqbydE2d39SIxO1N2BcOpZeNOZ-r21FzI3-mDNQahq5la0-1.jpeg?fit=1200%2C631&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/12\/0AQMMU4YIg9lDNRqQuqKJ3Q8dCJ4IdYjvha6ZQ_oGBcDqDqLn4YsmDaLEak_CqH3NMJNezpmkEPwp5555jcqbydE2d39SIxO1N2BcOpZeNOZ-r21FzI3-mDNQahq5la0-1.jpeg?fit=1200%2C631&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/12\/0AQMMU4YIg9lDNRqQuqKJ3Q8dCJ4IdYjvha6ZQ_oGBcDqDqLn4YsmDaLEak_CqH3NMJNezpmkEPwp5555jcqbydE2d39SIxO1N2BcOpZeNOZ-r21FzI3-mDNQahq5la0-1.jpeg?fit=1200%2C631&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/12\/0AQMMU4YIg9lDNRqQuqKJ3Q8dCJ4IdYjvha6ZQ_oGBcDqDqLn4YsmDaLEak_CqH3NMJNezpmkEPwp5555jcqbydE2d39SIxO1N2BcOpZeNOZ-r21FzI3-mDNQahq5la0-1.jpeg?fit=1200%2C631&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/12\/0AQMMU4YIg9lDNRqQuqKJ3Q8dCJ4IdYjvha6ZQ_oGBcDqDqLn4YsmDaLEak_CqH3NMJNezpmkEPwp5555jcqbydE2d39SIxO1N2BcOpZeNOZ-r21FzI3-mDNQahq5la0-1.jpeg?fit=1200%2C631&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":434103,"url":"https:\/\/climatescience.press\/?p=434103","url_meta":{"origin":467520,"position":3},"title":"Net Zero is Dead, Carney Still Pushing\u00a0It","author":"uwe.roland.gross","date":"03\/25\/2026","format":false,"excerpt":"The PM did abolish the consumer carbon tax, though only by shifting it to businesses.","rel":"","context":"In \"Canada\"","block_context":{"text":"Canada","link":"https:\/\/climatescience.press\/?tag=canada"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMIiWyg_Rb_QUYae2ygtw9hb6X9PzgefFqFPEFh6k3W7TiN5nW9JR-u_AEy9DN6RHQ1O8l4QRJ3lCO2WwvJr0qb7yVCcg9akuqXh70MNgdVwMaYibDdHUGtLjIGBggZ.jpeg?fit=1200%2C795&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMIiWyg_Rb_QUYae2ygtw9hb6X9PzgefFqFPEFh6k3W7TiN5nW9JR-u_AEy9DN6RHQ1O8l4QRJ3lCO2WwvJr0qb7yVCcg9akuqXh70MNgdVwMaYibDdHUGtLjIGBggZ.jpeg?fit=1200%2C795&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMIiWyg_Rb_QUYae2ygtw9hb6X9PzgefFqFPEFh6k3W7TiN5nW9JR-u_AEy9DN6RHQ1O8l4QRJ3lCO2WwvJr0qb7yVCcg9akuqXh70MNgdVwMaYibDdHUGtLjIGBggZ.jpeg?fit=1200%2C795&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMIiWyg_Rb_QUYae2ygtw9hb6X9PzgefFqFPEFh6k3W7TiN5nW9JR-u_AEy9DN6RHQ1O8l4QRJ3lCO2WwvJr0qb7yVCcg9akuqXh70MNgdVwMaYibDdHUGtLjIGBggZ.jpeg?fit=1200%2C795&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMIiWyg_Rb_QUYae2ygtw9hb6X9PzgefFqFPEFh6k3W7TiN5nW9JR-u_AEy9DN6RHQ1O8l4QRJ3lCO2WwvJr0qb7yVCcg9akuqXh70MNgdVwMaYibDdHUGtLjIGBggZ.jpeg?fit=1200%2C795&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":442886,"url":"https:\/\/climatescience.press\/?p=442886","url_meta":{"origin":467520,"position":4},"title":"Positive national energy momentum at risk of being swamped by\u2026everything else","author":"uwe.roland.gross","date":"05\/07\/2026","format":false,"excerpt":"Energy realism is gaining ground because physics, economics, and security demand it\u2014especially with rising global demand and unreliable alternatives for baseload. But governance quality, rule of law, and avoiding self-inflicted wounds (poor alliances, over-regulation, ignoring allies) determine whether momentum turns into durable prosperity or another cycle of frustration.","rel":"","context":"In \"Canada\"","block_context":{"text":"Canada","link":"https:\/\/climatescience.press\/?tag=canada"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/05\/0-Positive-national-energy-momentum-at-risk-of-being-swamped-by%E2%80%A6everything-else.jpg?fit=1168%2C784&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/05\/0-Positive-national-energy-momentum-at-risk-of-being-swamped-by%E2%80%A6everything-else.jpg?fit=1168%2C784&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/05\/0-Positive-national-energy-momentum-at-risk-of-being-swamped-by%E2%80%A6everything-else.jpg?fit=1168%2C784&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/05\/0-Positive-national-energy-momentum-at-risk-of-being-swamped-by%E2%80%A6everything-else.jpg?fit=1168%2C784&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/05\/0-Positive-national-energy-momentum-at-risk-of-being-swamped-by%E2%80%A6everything-else.jpg?fit=1168%2C784&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":430442,"url":"https:\/\/climatescience.press\/?p=430442","url_meta":{"origin":467520,"position":5},"title":"Even Canada is Walking Back Environmental Funding","author":"uwe.roland.gross","date":"03\/11\/2026","format":false,"excerpt":"Arctic scientists could have acted to save their own jobs, but it\u2019s too late now.","rel":"","context":"In \"Arctic Science\"","block_context":{"text":"Arctic Science","link":"https:\/\/climatescience.press\/?tag=arctic-science"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMxiD31tKTVCdklizyANtSikce5mbyjoNuYHy-NYrN3chp-KiUs66BrS90hKz5xoihZvr6UAj9Fqjjhi4wVuyl7CN_YO3z9Fc4kFljpZRErUJ332G_YxzlffdG5RIco.jpeg?fit=1024%2C1024&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMxiD31tKTVCdklizyANtSikce5mbyjoNuYHy-NYrN3chp-KiUs66BrS90hKz5xoihZvr6UAj9Fqjjhi4wVuyl7CN_YO3z9Fc4kFljpZRErUJ332G_YxzlffdG5RIco.jpeg?fit=1024%2C1024&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMxiD31tKTVCdklizyANtSikce5mbyjoNuYHy-NYrN3chp-KiUs66BrS90hKz5xoihZvr6UAj9Fqjjhi4wVuyl7CN_YO3z9Fc4kFljpZRErUJ332G_YxzlffdG5RIco.jpeg?fit=1024%2C1024&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/03\/AQMxiD31tKTVCdklizyANtSikce5mbyjoNuYHy-NYrN3chp-KiUs66BrS90hKz5xoihZvr6UAj9Fqjjhi4wVuyl7CN_YO3z9Fc4kFljpZRErUJ332G_YxzlffdG5RIco.jpeg?fit=1024%2C1024&ssl=1&resize=700%2C400 2x"},"classes":[]}],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/09\/0-ChatGPT-Carneys-Dagger-How-Ottawas-Trade-Brinkmanship-Threatens-US-National-Security-Strategy.png?fit=1536%2C1024&ssl=1","_links":{"self":[{"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/posts\/467520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/users\/121246920"}],"replies":[{"embeddable":true,"href":"https:\/\/climatescience.press\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=467520"}],"version-history":[{"count":5,"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/posts\/467520\/revisions"}],"predecessor-version":[{"id":467577,"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/posts\/467520\/revisions\/467577"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/climatescience.press\/index.php?rest_route=\/wp\/v2\/media\/467576"}],"wp:attachment":[{"href":"https:\/\/climatescience.press\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=467520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/climatescience.press\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=467520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/climatescience.press\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=467520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}