Roundup: Terminating talks (but there is no deal to be had)

The day was largely dominated by the fallout of Trump’s declaration that he was terminating negotiations with Canada in the wake of that Reagan ad after the Reagan Foundation—which is being run by a Trump loyalist—falsely claimed that the material was misleading and that it was used without permission. It was neither misleading, nor is permission required for presidential speeches (transcript here). Doug Ford had insisted that he was going to keep airing them, and Wab Kinew egged him on while David Eby said that BC was preparing similar ads of their own. But then Ford had a conversation with Mark Carney and decided to back down on the ads as of Monday (which means they will still run over the weekend, during the first two games of the World Series).

https://bsky.app/profile/emmettmacfarlane.com/post/3m3wzidltvs24

Meanwhile, Trump’s loyalists are on American TV badmouthing Canada, saying that we’re not collegial and difficult to work with, when what they mean is that we haven’t unilaterally capitulated to them like everyone else has, which is a problem for them. The point has also been made that while there seems to be a strategy at play to try and energize the Reaganite Republicans against the MAGA Republicans, this is ultimately a losing strategy because the Reaganites have long-since capitulated and have no energy or will to have that fight, so Canadians trying to make that their strategy seems self-defeating in the long run.

The thing is, there is no deal to be had with Trump, and never has been. This was never about ads—it was about finding an excuse to end the negotiations, because this was never about a trade deal, but about trying to dictate terms of our economic capitulation. Trump ending negotiations just rips that band-aid off—we need to stop pretending that there is an achievable end-goal here, or that we can somehow get a better deal when there are no deals to be had—only capitulation. Carney needs to send the signal to Canadian industry that we can’t count on things returning to status quo, and wasting our time trying to get to that outcome because it won’t happen, and everyone is better off spending their energy and capital transitioning to whatever is next.

https://bsky.app/profile/emmettmacfarlane.com/post/3m3wxv2byos24

Trump is posting on Truth Social that he's terminating negotiations with Canada over a "fake" ad criticizing tariffs (that was run by Ontario, and which isn't fake.)It's all theatre. There was never a deal to be gotten. Trump just wants to claim victory. #giftlink www.thestar.com/opinion/cont…

Justin Ling (@justinling.ca) 2025-10-24T12:12:12.132Z

I broke things down further here.I'm starting to think we're wrong to even say that Trump's trade negotiations are getting "deals." They're not deals. They're the terms of other countries' economic capitulation. #giftlinkCanada is lucky not to have signed!www.thestar.com/opinion/cont…

Justin Ling (@justinling.ca) 2025-10-24T12:23:27.974Z

Ukraine Dispatch

Russia claims to have taken control of three more villages—one in Kharkiv, one in Donetsk, and one in Dnipropetrovsk regions. President Zelenskyy was at a coalition of the willing meeting in London, calling for deep-strike weapons, and saying that Ukraine will need to find a way to produce more of its own air defences.

Continue reading

Roundup: Cold water on that fantasy pipeline

Ever since Alberta premier Danielle Smith started her latest scheme of trying to get the ball rolling on a bitumen pipeline to the northwest coast of BC, everyone has been trying to get some kind of answer as to whether this project—which has no actual proponents, no route, and no hint of buyer contracts—is going to get some kind of fast-track approval. Of course, that’s the kind of thing that the government’s Major Projects Office push has engendered by its very existence, because Smith and the Conservatives federally have been ratcheting up their rhetoric to stake the future of the country on this imaginary project.

At a committee appearance, Major Projects Office CEO Dawn Farrell didn’t answer MPs questions as to whether her powers include being able to violate the BC tanker ban, which would be essential for such a project to happen. But of course, this response was because there is no project, no route, nothing to judge any hypotheticals on, so the safest course is not to answer, because hypotheticals have a way of spinning out of control. And such a question may not wind up mattering at all, because natural resources minister Tim Hodgson came out to say that any pipeline through BC needs approval of the provincial government and affected First Nations. So good luck with that.

So now we will start seeing the fallout from this, with more threats from Danielle Smith, and howling denunciations from the Conservatives. Apparently, the country can’t work so long as we have things like environmental laws, and who cares that oil production increased while emissions as a whole declined (though not necessarily within the sector), so it’s not like those laws were exactly detrimental to the sector. “Oh, but we could have been making even more money!” Really? Would pumping more supply into the market not have possibly depressed prices? There is no guarantee that just trashing our environmental laws would increase investment and make us more prosperous, because things are complex, and climate change has costs. We need to start talking about that fact.

Effin' Birds (@effinbirds.com) 2025-10-09T14:05:25.084Z

Programming Note: I’m going to take the full long weekend off, so have a great Thanksgiving everyone.

Ukraine Dispatch

A Russian attack on Kyiv hit an apartment building and targeted energy sites. Here is a look at the use of saboteurs in the war, both in Russia recruiting them in Ukraine, and Ukraine employing them within Russia. President Zelenskyy is taking credit of the gas shortages in Russia, thanks to new missile and drone strikes against Russian energy facilities. That could be one reason why the Russian war economy has stalled, forcing producers to furlough staff.

Continue reading

Roundup: Pipeline necromancy in the discussions

With the prime minister back in Canada, a couple of additional things were made known about the meeting with Trump, and one of them was the fact that the “energy” portion of their conversation involved Mark Carney floating the possibility of reviving the Keystone XL pipeline. For those of you unaware, this is entirely an American decision—all of the infrastructure on the Canadian side of the border is pretty much in place, and this project was never in contention. The Trudeau government supported it, but the resistance was on the American side of the border, not only from environmental concerns, but also because there were conspiracy theories developing in places like Nebraska that this was a secret ploy to drain their aquifers. No, seriously. Nevertheless, this is something that the proponent abandoned after Biden rescinded the permits (even though part of the network was built and renamed), so it would need someone to pick it up again.

Meanwhile, US commerce secretary Howard Lutnick spoke virtually at a Eurasia Group event in Toronto, and said that there will be no tariff-free auto deal with Canada, that the most we can hope for is a relationship around auto parts, and that Canada needs to get used to coming in second place to the US. Lutnick also expressed a desire to replace the New NAFTA with bilateral deals rather than a trilateral agreement with Mexico. When Carney later addressed the same event virtually, he said that the government will come to some bilateral agreements with the US, and spoke of “granular discussions” around steel and aluminium tariffs, but didn’t address these comments, just as he didn’t address the reports of Lutnick’s remarks during QP.

It’s hard to know what to make of any of this. After insisting that there was a “rupture” in our trade relationship, this is yet one more proposal to deepen integration and reliance on the American market…but it’s also probably the most viable pipeline for Alberta (though there are proposals to optimise the capacity of the Trans Mountain Expansion that would increase its maximum capacity for west coast exports—not that it’s anywhere near capacity at the moment). On the other hand, if they want to pay for our oil, and also pay their own tariffs to do so, then why not take their money? None of this is going to stop Danielle Smith or the Conservatives from demanding that Carney rip up all of the government’s environmental legislation so that they can crank up production with no consequences (even though there are absolutely environmental consequences that are getting more and more expensive each year), and this isn’t going to create that many jobs in the sector, even if production is increased, given that they are increasingly relying on automation and have been since the last price crash in 2014. But everything is stupid all the time, so this is no exception.

effinbirds.com/post/7804636…

Effin' Birds (@effinbirds.com) 2025-10-08T13:25:07.008Z

Ukraine Dispatch

President Zelenskyy says that Ukrainian forces are inflicting heavy losses on the Russians in a counter-offensive in the Donetsk region.

Continue reading

Roundup: Managing the expectations from Washington

Monday was a weird day of expectations management as prime minister Mark Carney headed to Washington for a “working lunch” with Trump to happen today. There were murmurs from Senior Government Sources™ that there could be some kind of relief for some—but not all—of the steel and aluminium tariffs, but those were heavily caveated and is not going to be any kind of comprehensive tariff deal, because Trump loves his tariffs. (And there is no deal to be had). Oh, and while all of this expectations management was going on, Trump declared new 25 percent tariffs on medium and heavy-duty trucks. Because of course.

Amidst this, Pierre Poilievre released a peevish open-letter to Carney that demanded “no more losing” when it comes to dealing with Trump, and a list of things he wants “wins” on, whether it’s tariffs or softwood lumber, or what have you. Because remember, under this framing, Trump is the rational actor and Carney is the one who is the inept negotiator who simply can’t get anything done. Reality of course, is entirely the opposite, that you can’t really negotiate with Trump because he has no logical basis or consistency for his “deals,” and anything he agrees to isn’t worth the paper its written on (if it’s even written down, as some “deals” were nothing more than blank pages with a signature on it).

To that end, Andrew Scheer went on Power & Politics looking to pick a fight with David Cochrane about this, and when Cochrane pointed out that yes indeed, Trump’s tariffs are both affecting our economy and we still do have the best deal of anyone with Trump, that Scheer twisted this into “agreeing” that Carney’s ineptitude has cratered the economy and soured any deal with Trump, because Scheer is a liar and a braying doofus. But this is what everyone has to deal with when it comes to the level of rhetoric and sheer sophistry coming from the Conservatives these days, which is not exactly conducive to informed debate.

Effin' Birds (@effinbirds.com) 2025-10-06T22:08:02.378Z

Ukraine Dispatch

Ukraine’s forces say that Russian sabotage groups are active in the city of Pokrovsk, which Russians have been trying to capture for months. Ukraine’s long-range drones have struck a Russian ammunition plant, a key oil terminal, and an important weapons depot.

Continue reading

QP: Scary crime script day

Unusually for a Thursday, the PM was present, and maybe he would correct false accusations again? Maybe? Pierre Poilievre led off in French, reciting scary tales of an murder while on bail and a child who found a crack pipe, and blamed it on “Liberal laws.” Mark Carney offered sympathy for families, and said that “comprehensive” legislation was on the way. Poilievre switched to a English to only mention the murder, and told the government to “get out of the way” to pass their bill. Carney expounded on how the government’s consultations and said that they have evidence-based laws on the way, and not just cut-and-paste American laws. Poilievre accused him of “screaming” and “ranting and raving,” and again decried the bail system. Carney, more calmly, said that they have only been in government for six months, and that comprehensive was on the way. Poilievre insisted that there were “massacres” happening in the streets, and Carney repeated that they have comprehensive bail reform on the way in a few weeks. Poilievre ranted about me tales of victims of crime, and got the same answer again from Carney. Poilievre again spouted falsehoods about past laws, and demanded the government set-aside partisanship to pass their own bill at all stages. Carney said that the Charter of Rights and Freedoms won’t just “get out of the way” like the Conservatives want, and invited the Conservatives to support their incoming legislation. 

Christine Normandin led for the Bloc, and accused the government of letting the postal strike happen. Carney said that Canada Post is no longer viable and that they need reforms, which is why they need to implemented the policies from the industrial report. Normandin said the government was absent on reforms for the years, and allowed things to get to this point. Carney again raised that report as a path forward and said that they need to come to an agreement. Marie-Hélène Gaudreau read a script that said the same thing, and Carney repeated that they need a real solution.

Continue reading

Roundup: The weird fixation on east coast LNG

There was another report about Europeans looking for Canadian LNG, this time in The Logic in a conversation with the German ambassador. What it did not really mention was the actual business case—only that the “long timelines” involved was a reason why former prime minister Justin Trudeau said that there wasn’t a business case for it. The thrust of the piece is that demand maybe longer than just short-term because even rapid electrification will still require some gas, however there is a boatload of context about this that journalists who have this weird fetish for LNG never actually touch on.

First of all, this discussion is only about east coast LNG, not west coast, where the conditions are different, and where there a whole bunch of potential projects that are fully permitted, and have all of their approvals in place, but aren’t moving ahead because the market isn’t showing demand (and by demand, we mean signing long-term contracts to buy the product). While this was also the case on the east coast, it’s complicated by the lack of ready supply of natural gas to liquify. Neither Quebec nor New Brunswick are about to start fracking for the sake of domestic supply, and the costs to bring a pipeline from western Canada to New Brunswick for export purposes is a lot to consider when we think about what is “long term.” That means supply is likely to becoming from the US, and that in turn will drive up local prices because they’re competing with the theoretical export terminal. To add to that, the “long term” we need to keep in mind is that these kinds of plants need to be operating for a good forty years or so to get their money’s worth. Is anyone in Europe thinking about the infrastructure necessary on that kind of time scale? Unlikely, and unlikely at that time scale for the kinds of prices that Canada would be offering, which are higher than they could get elsewhere.

What do they mean by "long-term"? Because these kinds of projects need a 40-year lifespan or so to actually get their money's worth, by which time we'll be well past net-zero goals.

Dale Smith (@journodale.bsky.social) 2025-09-25T13:37:04.762Z

This is why these stories never actually make sense, because those journalists never actually talk to an energy economist about it, or if they do, it goes right out the other ear while they maintain this weird fixation on LNG. I’m not quite sure what it’s in service of—have they simply absorbed the propaganda of the oil and gas industry, who say dumb and wrong things like how our fossil fuels are the “cleanest” (they absolutely are not), or worse, that it will displace coal (the final emissions profile is not that much lower than coal, and as David Cochrane is the only journalist to push back on this talking point, there is no guarantee that they wouldn’t just use Canadian LNG in addition to coal rather than displacing it)? Or is this some kind of sad attempt at playing gotcha with Trudeau and the business case line? Because certain journalists are relentless in badgering and hectoring European leaders about this, and it’s just weird, and just completely ignorant of the facts on the ground.

Ukraine Dispatch

A Russian attack on Chernihiv meant power cuts for 70,000 people. NATO Secretary General Mark Rutte says that members can target Russian planes that enter their airspace as necessary. And president Zelenskyy says he is ready to leave office once the war is over.

Continue reading

QP: Happy birthday to Poilievre’s mother

The prime minister was once again away, off to the UK after a morning meeting with the visiting Taoiseach of Ireland (who did come by to watch QP), and most of the other leaders absented themselves as well. Pierre Poilievre, however, was still here, and he led off in French, accusing the prime minister of “fleeing scandal and crime,” and began his daily list of the public safety minister’s supposed failures. François-Philippe Champagne stated that the prime minister was travelling to build Canada, and that the opposition should congratulate him. Poilievre repeated the same again in English, and Champagne praised the budget en anglais. Poilievre said that today was his birthday and he said that she complained about grocery prices, and he demanded the government eliminate “all taxes on groceries.” Patty Hajdu wished Poilievre’s mother a happy birthday before pointing out that the voted against the school food programme. Poilievre moved onto the PBO’s latest deficit projections and wondered how anyone could be worse than Trudeau. Champagne also wished his mother a happy birthday and said that she should be happy because her taxes got cut. Poilievre praised his mother’s ability to budget and lamented the government’s deficits. Hajdu again raised the school food programme that Conservatives voted against. Poilievre returned to French to repeat the question about the PBO’s numbers, and Champagne said ghat he wouldn’t want to tell Poilievre’s mother that he voted against child care, dental care, or the school food programme. 

Christine Normandin led for the Bloc, and she declared that Canada Post is an essential service that people needed. Joël Lightbound said that it was essential, which is why they needed to make reforms to ensure its viability, while maintaining services for seniors and people with disabilities. Normandin worried about the closure of rural post offices, and pointed to the essential nature in the remote areas. Lightbound assured her they would not abandon these communities. Marie-Hélène Gaudreau asked the same question about people who need at-home delivery and, Lightbound said that they will ensure those Canadians still have access, and that they needed to ensure the corporation would remain viable.

Continue reading

QP: Harvesting food insecurity clips

The PM was freshly back from his trip to the UN General Assembly, and was stopping into the House of Commons before meeting with the President of Indonesia, who was dropping by Parliament for a visit. Pierre Poilievre led off in French, and he accused the government of taking money away from border officers and police for the gun buyback, and then switched to English halfway through to call for the public safety minster to be fired. Mark Carney said that they were going to do a voluntary buyback the right way. Poilievre repeated the accusation of “ripping money away” in English, and railed about hunting rifles. Carney said that he didn’t know where to begin that intervention, that Poilievre voted against gun control, and that the government was doing things the right way. Poilievre said that he voted against soft on crime policies, complained about the “broken border,” and implored the government to “leave Grandpa Joe’s hunting rifle alone.” Carney said that he doesn’t know any hunters who use AR-15s, and that the government was strengthening the border. Poilievre listed guns used by farmers to kill gophers being banned, and implored Carney to read his briefing books. Carney insisted that they providing fair compensation for illegal weapons, and that they were tightening the border. Poilievre again listed guns that are being banned, and accused the government of harassing farmer and duck hunters while gun crime rages in the streets. Carney said the RCMP gets this, and that they want these guns off the streets. Poilievre moved onto food prices, and declared Carney to have been a failure. Carney patted himself on the back for cutting taxes and cutting the carbon levy. 

Yves-François Blanchet led for the NDP, and he calmly spouted absolute rot about the factum before the Supreme Court on the Quebec “secularism” law challenge. Carney cited that the Charter protects everyone, and it was the government’s responsibility to defend it. Blanchet declared that Liberal applause was an insult to Quebeckers, and Carney again praised the Charter and that it was the government’s job to defend it. Blanchet insisted that the constitution was “imposed” on Quebec (not true) and demanded that Carney withdraw the factum and apologise to Quebeckers. Carney declared that the government would not backtrack on this.

Continue reading

Roundup: NSICOP vs lawful access

Yesterday, the CBC’s national security reporter filed a story about the NSICOP report into lawful access, which was frankly a poor piece of journalism. The story merely quoted from the report without any outside comment, but more than that, the focus and entire framing of the story was more on the frustrations of police and CSIS that they don’t have lawful access tools—and by lawful access, we mean the ability of police or intelligence services to access your digital online history and movements, usually without a judicial warrant. This is very bad. In fact, it’s so bad that the Supreme Court of Canada has twice ruled that it’s unconstitutional, and that police can’t even get your ISP information without a warrant because it offers too much access to the “digital breadcrumbs” of your online life that it can and will violate your privacy.

This is not mentioned in the CBC story. The report talks extensively about the Supreme Court’s definition of privacy and why it’s important, and why it’s important to try and find pathways for information that still require a judicial warrant, and so on. But how was this reported in the story? A single sentence: “It dives into one of the most controversial issues in national security: balancing the individual right to privacy while safeguarding public safety.” If that’s not soft-pedalling one of the major problems underpinning this whole report, I’m not sure what is. And then the story goes back to enumerating the complaints about how hard it is to access that data.

I do think that the NSICOP report’s findings are a problematic in places because it essentially wants Parliament to thread that needle in a way that makes it sound easy.

In the Committee’s view, the primary way the government could facilitate and enable national security investigations while at the same time protecting Canadians’ right to privacy would be to modernize lawful access legislation, based on clearly articulated principles that reaffirm the requirement for a legitimate need for exceptional, targeted and judicially authorized access emphasize privacy and cybersecurity protections, and define transparency and oversight mechanisms. In light of the complexity of the lawful access challenge, the Committee suggests that the government implement an incremental approach to allow for meaningful engagement with stakeholders and a diversity of input.

I also question the wisdom of encouraging a comprehensive data-sharing agreement with the US, given that they are no longer a functional democracy and it’s probably a very bad thing if their authorities have easy access to Canadians’ data for their own purposes. And these are real problems that Parliament needs to confront, in both the (terrible) omnibus border bill C-2, which has lawful access provisions in it, or how it and the cyber-security bill, C-8, can try and force companies to put in backdoors to their encryption (which at least the NSICOP report says is a bad idea). This is a very problematic area of law, but that CBC story did absolute injustice to it, and most especially about the absolute importance of privacy rights, and why we shouldn’t make it easy for police to access our data whenever they claim it’s necessary (especially because CSIS has a history of not being candid with the courts about why they need information or warrants).

Ukraine Dispatch

Ukraine has hit Russian oil infrastructure in both the Bryansk and Samara regions, which is widening the fuel crisis in that country. Under the theory that Trump repeats whatever the last person he was speaking to says, he was saying that Ukraine can win the war and reclaim their territory with NATO help.

Continue reading

QP: Two ministers under fire

The PM was away on this grey and rainy Monday, off to the UN General Assembly in New York, while that meant other leaders felt they could get away with not showing up. Pierre Poilievre, however, was present, and led off in French, and he raised the story of the secretly recorded call with Gary Anandasangaree about the gun buyback. Anandasangaree said that his comments were “misguided.” Poilievre repeated the question in English, and this time, Anandasangaree talked about Canadians demanding gun control after mass shooting. Poilievre repeated phrases from the recording, and again thundered about playing politics with guns. Anandasangaree repeated his same points about the mass shootings. Poilievre said Liberals only tell the truth when they think nobody is listening, and Anandasangaree said it was a good thing it was on tape, and accused Poilievre of playing politics. Poilievre decried the entire gun buyback scheme, and this time Sean Fraser railed about Poilievre’s record in opposing gun control. Poilievre demanded the government pass their “three strikes” law instead, and Fraser pointed out their tabling the hate crimes legislation and said that more legislation is on the way.

Christine Normandin led for the Bloc, and suggested the government was engaging in conspiracy theories with their factum to the Supreme Court. Fraser said they were working toward the national interest in protecting the constitution, and that the Supreme Court was the right forum to debate these issues. Normandin said that this should be litigated in Parliament, and Steven Guilbeault said that her assertions were misinformed, and that their factum doesn’t put forward that provinces can’t use the Notwithstanding Clause. Rhéal Fortin gave his own jab at the factum, which was similarly devoid of facts, and Guilbeault pointed to his own pride in being a Quebecker before pointing to the government’s record on supporting Quebec.

Continue reading