Opinion
Grounded -The PM’s plane is transformed into a metaphor

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I stopped by the Conservative Convention on Thursday night, just briefly. The mood (which I ascertained by asking several Conservative acquaintances “What’s the mood?”) was cautiously optimistic. The Conservatives I met — a random sample, skewed older because I haven’t met a new generation of Conservative activists — sounded pleased with Pierre Poilievre’s summer. But they also figure they’re getting a second look because voters have given the Liberals a hundred looks and they always see the same thing.
Later, word came from India that Justin Trudeau’s airplane had malfunctioned, stranding him, one hopes only briefly. It’s always a drag when a politician’s vehicle turns into a metaphor so obvious it begs to go right into the headline. As for the cause of the breakdown, I’m no mechanic, but I’m gonna bet $20 on “The gods decided to smite Trudeau for hubris.” Here’s what the PM tweeted or xeeted before things started falling off his ride home:
One can imagine the other world leaders’ glee whenever this guy shows up. “Oh, it’s Justin Trudeau, here to push for greater ambition!” Shall we peer into their briefing binders? Let’s look at Canada’s performance on every single issue Trudeau mentions, in order.
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On climate change, Canada ranks 58th of 63 jurisdictions in the global Climate Change Performance Index. The country page for Canada uses the words “very low” three times in the first two sentences.
On gender equality, the World Economic Forum (!) ranks Canada 30th behind a bunch of other G-20 members.
On global health, this article in Britain’s BMJ journal calls Canada “a high income country that frames itself as a global health leader yet became one of the most prominent hoarders of the limited global covid-19 vaccine supply.”
On inclusive growth, the United Nations Conference on Trade and Development has a composite indicator called the Inclusive Growth Index. Canada’s value is 64.1, just behind the United States (!) and Australia, further behind most of Europe, stomped by Norway at 76.9%.
On support for Ukraine, the German Kiel Institute think tank ranks Canadafifth in the world, and third as a share of GDP, for financial support; and 8th in the world, or 21st as a share of GDP, for military support.
Almost all of these results are easy enough to understand. A small number are quite honourable. But none reads to me as any kind of license to wander around, administering lessons to other countries. I just finished reading John Williams’ luminous 1965 novel about university life, Stoner. A minor character in the book mocks the lectures and his fellow students, and eventually stands unmasked as a poser who hasn’t done even the basic reading in his discipline. I found the character strangely familiar. You’d think that after nearly a decade in power, after the fiascos of the UN Security Council bid, the first India trip, the collegiate attempt to impress a schoolgirl with fake trees, the prime minister would have figured out that fewer and fewer people, at home or abroad, are persuaded by his talk.
But this is part of the Liberals’ problem, isn’t it. They still think their moves work. They keep announcing stuff — Digital adoption program! Growth fund! Investment tax credits! Indo-Pacific strategy! Special rapporteur! — and telling themselves Canadians would miss this stuff if it went away. Whereas it’s closer to the truth to say we can’t miss it because its effect was imperceptible when it showed up.
In a moment I’ve mentioned before because it fascinates me, the Liberals called their play a year ago, as soon as they knew they’d be facing Pierre Poilievre. “We are going to see two competing visions,” Randy Boissonault said in reply to Poilievre’s first Question Period question as the Conservative leader. The events of the parliamentary year would spontaneously construct a massive contrast ad. It was the oldest play in the book, first articulated by Pierre Trudeau’s staff 50 years ago: Don’t compare me to the almighty, compare me to the alternative. It doesn’t work as well if people decide they prefer the alternative. It really doesn’t work if the team running the play think it means, “We’re the almighty.”
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There may yet be years — two, anyway — before we get to vote in a general election. Obviously much can change. I’ve made it clear, just about every time I’ve written about specific Poilievre policies, that I’ve seen no reason to be optimistic that a change of government would guarantee any improvement in public administration. But what we’ve seen elsewhere — most spectacularly in provincial elections in Quebec and Ontario in 2018 — is that sometimes voters stop caring about that question. They have a simpler question: After a decade in power, does the government in place even notice large, obvious things?
I see the Liberal caucus will be in London, ON this week. Here’s a chance for them to practice noticing large, obvious things. MPs would do well to walk around the city’s downtown core after dark, east of Richmond St., between Dundas and York. If they travel in small groups they’ll probably be safe.
While they witness what a Canadian city looks like in 2023, they might remind themselves that their unofficial 2015 election slogan was “Better Is Always Possible.” And ask themselves how much trouble they’ll be in if voters still believe it.
Lately when I write about the Liberals I upset my Liberal subscribers and when I write about Conservatives I upset my Conservative subscribers. I know it can feel like shtick, but it reflects my conviction that the partisan joust, and the genuine feelings that underpin it, are easier to address than the wicked problems of a chaotic time. And therefore way too tempting to an entire generation of political leadership.
For the Liberals, the challenge has been obvious since 2019: Does Justin Trudeau learn? In 2015 he ran as a disruptor, a guy who had noticed large, obvious things — interest rates were low! Small deficits were more manageable than they had been in years ! — and was willing to be cheeky in ignoring the other parties’ orthodoxies. Stephen Harper and Tom Mulcair were reduced to sputtering outrage that the new kid was making so many cheeky promises on fighter procurement (whoops), electoral reform (never mind), admitting Syrian refugees, legalizing cannabis, and more.
Since about 2017, inevitably, the Trudeau government has undergone a transition that’s common when disruptors become incumbents. He is increasingly forced to defend the state of things, rather than announcing he’s come to change it. He’s changed positions from forward to goal. All his opponents need to do is notice the big, obvious things he seems unable to see. The biggest: It’s become punishingly difficult for too many Canadians to put a roof over their head.
The old Trudeau would have done big, surprising things to show he could see such a thing. The Trudeau who ejected every senator from the Liberal caucus and broke a decade’s taboo against deficit spending would shut down the failed Canada Infrastructure Bank this week and put the savings into a national crisis housing fund. Or, I don’t know, some damned thing.
But of course, the surprising Trudeau of 2015 hadn’t been prime minister yet, had he? This hints at a question a few Liberals are starting to ask themselves. Does he have any juice left in him for more than pieties? He might still have some fight in him, but does he still have the job in him?
He’s already been in the job for longer than Pearson and Diefenbaker were. His indispensable right hand has been chief of staff longer than anyone who ever held the job. They have, for years, already been noticeably eager to administer lessons to others. Would they view a Liberal election defeat as their failure — or ours?
Would a prime minister who views a G-20 summit as a learning opportunity for every country except Canada view an election defeat as anything but further proof that Canada never really deserved him anyway?
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2025 Federal Election
The Cost of Underselling Canadian Oil and Gas to the USA

From the Frontier Centre for Public Policy
Canadians can now track in real time how much revenue the country is forfeiting to the United States by selling its oil at discounted prices, thanks to a new online tracker from the Frontier Centre for Public Policy. The tracker shows the billions in revenue lost due to limited access to distribution for Canadian oil.
At a time of economic troubles and commercial tensions with the United States, selling our oil at a discount to U.S. middlemen who then sell it in the open markets at full price will rob Canada of nearly $19 billion this year, said Marco Navarro-Genie, the VP of Research at the Frontier Centre for Public Policy.
Navarro-Genie led the team that designed the counter.
The gap between world market prices and what Canada receives is due to the lack of Canadian infrastructure.
According to a recent analysis by Ian Madsen, senior policy analyst at the Frontier Centre, the lack of international export options forces Canadian producers to accept prices far below the world average. Each day this continues, the country loses hundreds of millions in potential revenue. This is a problem with a straightforward remedy, said David Leis, the Centre’s President. More pipelines need to be approved and built.
While the Trans Mountain Expansion (TMX) pipeline has helped, more is needed. It commenced commercial operations on May 1, 2024, nearly tripling Canada’s oil export capacity westward from 300,000 to 890,000 barrels daily. This expansion gives Canadian oil producers access to broader global markets, including Asia and the U.S. West Coast, potentially reducing the price discount on Canadian crude.
This is more than an oil story. While our oil price differential has long been recognized, there’s growing urgency around our natural gas exports. The global demand for cleaner energy, including Canadian natural gas, is climbing. Canada exports an average of 12.3 million GJ of gas daily. Yet, we can still not get the full value due to infrastructure bottlenecks, with losses of over $7.3 billion (2024). A dedicated counter reflecting these mounting gas losses underscores how critical this issue is.
“The losses are not theoretical numbers,” said Madsen. “This is real money, and Canadians can now see it slipping away, second by second.”
The Frontier Centre urges policymakers and industry leaders to recognize the economic urgency and ensure that infrastructure projects like TMX are fully supported and efficiently utilized to maximize Canada’s oil export potential. The webpage hosting the counter offers several examples of what the lost revenue could buy for Canadians. A similar counter for gas revenue lost through similarly discounted gas exports will be added in the coming days.
What Could Canada Do With $25.6 Billion a Year?
Without greater pipeline capacity, Canada loses an estimated (2025) $25.6 billion by selling our oil and gas to the U.S. at a steep discount. That money could be used in our communities — funding national defence, hiring nurses, supporting seniors, building schools, and improving infrastructure. Here’s what we’re giving up by underselling these natural resources.

342,000 Nurses
The average annual salary for a registered nurse in Canada is about $74,958. These funds could address staffing shortages and improve patient care nationwide.
Source

39,000 New Housing Units
At an estimated $472,000 per unit (excluding land costs, based on Toronto averages), $25.6 billion could fund nearly 94,000 affordable housing units.
Source
About the Frontier Centre for Public Policy
The Frontier Centre for Public Policy is an independent Canadian think-tank that researches and analyzes public policy issues, including energy, economics and governance.
Automotive
Hyundai moves SUV production to U.S.

MxM News
Quick Hit:
Hyundai is responding swiftly to 47th President Donald Trump’s newly implemented auto tariffs by shifting key vehicle production from Mexico to the U.S. The automaker, heavily reliant on the American market, has formed a specialized task force and committed billions to American manufacturing, highlighting how Trump’s America First economic policies are already impacting global business decisions.
Key Details:
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Hyundai has created a tariffs task force and is relocating Tucson SUV production from Mexico to Alabama.
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Despite a 25% tariff on car imports that began April 3, Hyundai reported a 2% gain in Q1 operating profit and maintained earnings guidance.
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Hyundai and Kia derive one-third of their global sales from the U.S., where two-thirds of their vehicles are imported.
Diving Deeper:
In a direct response to President Trump’s decisive new tariffs on imported automobiles, Hyundai announced Thursday it has mobilized a specialized task force to mitigate the financial impact of the new trade policy and confirmed production shifts of one of its top-selling models to the United States. The move underscores the gravity of the new 25% import tax and the economic leverage wielded by a White House that is now unambiguously prioritizing American industry.
Starting with its popular Tucson SUV, Hyundai is transitioning some manufacturing from Mexico to its Alabama facility. Additional consideration is being given to relocating production away from Seoul for other U.S.-bound vehicles, signaling that the company is bracing for the long-term implications of Trump’s tariffs.
This move comes as the 25% import tax on vehicles went into effect April 3, with a matching tariff on auto parts scheduled to hit May 3. Hyundai, which generates a full third of its global revenue from American consumers, knows it can’t afford to delay action. Notably, U.S. retail sales for Hyundai jumped 11% last quarter, as car buyers rushed to purchase vehicles before prices inevitably climb due to the tariff.
Despite the trade policy, Hyundai reported a 2% uptick in first-quarter operating profit and reaffirmed its earnings projections, indicating confidence in its ability to adapt. Yet the company isn’t taking chances. Ahead of the tariffs, Hyundai stockpiled over three months of inventory in U.S. markets, hoping to blunt the initial shock of the increased import costs.
In a significant show of good faith and commitment to U.S. manufacturing, Hyundai last month pledged a massive $21 billion investment into its new Georgia plant. That announcement was made during a visit to the White House, just days before President Trump unveiled the auto tariff policy — a strategic alignment with a pro-growth, pro-America agenda.
Still, the challenges are substantial. The global auto industry depends on complex, multi-country supply chains, and analysts warn that tariffs will force production costs higher. Hyundai is holding the line on pricing for now, promising to keep current model prices stable through June 2. After that, however, price adjustments are on the table, potentially passing the burden to consumers.
South Korea, which remains one of the largest exporters of automobiles to the U.S., is not standing idle. A South Korean delegation is scheduled to meet with U.S. trade officials in Washington Thursday, marking the start of negotiations that could redefine the two nations’ trade dynamics.
President Trump’s actions represent a sharp pivot from the era of global corporatism that defined trade under the Obama-Biden administration. Hyundai’s swift response proves that when the U.S. government puts its market power to work, foreign companies will move mountains — or at least entire assembly lines — to stay in the game.
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