From the CBC:
“Canadians are taking a big
step back from the U.S. — and here's the data to prove it”
In the weeks after U.S. President
Donald Trump sparked a trade war with his punishing tariffs, Prime Minister
Mark Carney said Canada's "old relationship" with the U.S. would be
"over" soon — and now there's some hard evidence that is indeed
happening. CBC News reviewed datasets on travel, trade, shopping and culture,
and all of them paint a similar picture: Canadians are taking a big step back
from the U.S. Months after Trump launched his trade broadside and prompted a
national backlash with his 51st state taunts, the Canadian travel boycott is
still in full swing with many shunning cross-border travel, prompting airlines
to cancel U.S. flights and curb capacity. Canadian exports to the U.S. have
dropped off while those to non-U.S. foreign countries have surged — a pattern
that could accelerate further as the government races to cut new trade deals
and help businesses capitalize on the ones that have already been signed.
The grassroots "Buy
Canadian" campaign has fundamentally reshaped parts of the retail
landscape with grocers scrapping some U.S. products entirely while adding
dozens of domestic suppliers to fill the void. There are even signs Canadian cultural
consumption patterns have shifted in the wake of Trump's economic assault with
viewership and sales up for homegrown content. Canadian-authored books in
particular are getting a big lift. Polls suggest support for some Canadian
institutions is also on the rise as more people shun U.S.-style republicanism
and back the monarchy, especially after King Charles's high-profile visit. Carney
has described Trump's actions as a "rupture" to the global order that
demands a new way of thinking. Canadians themselves are leading the way. And
the Americans are noticing. "All of these types of things, I'm sorry, that
doesn't tell me that Canada is passionate about this relationship in the same
way that we are," Trump's ambassador to Canada, Pete Hoekstra, said this
week.
Travel There is one area
in particular where that Canada-U.S. "rupture" has been most evident:
travel. The latest numbers suggest it's not just a slump. Canadian
visits to the U.S. are in free fall, months after some commentators said the
boycott might be a blip. According to Statistics Canada data, the number
of Canadian residents coming back from the U.S. by car in August dropped a
stunning 34 per cent compared to the same month last year. That's the
eighth consecutive month of year-over-year declines — an unprecedented
phenomenon outside of the COVID-19 health crisis. And it's not just
day-trippers going by car who are turning on U.S. travel, as it was in the
early days of this boycott. The number of Canadians returning by air from the
U.S. fell 25.4 per cent in August. U.S. data also reveals a huge
disruption. About 1.3 million fewer people crossed into the country from its
northern border in July compared to that month in 2024, according to a review
of U.S. Customs and Border Protection figures.
Air Canada, Flair, Porter and
WestJet have cut some U.S. routes altogether and dialled back on how often they
serve certain cities. A spokesperson for Air Canada told CBC News eight
Canada-U.S. routes have been suspended so far this year and the flag carrier is
deploying smaller planes to serve a number of American destinations — including
to popular spots like Las Vegas. But there's still strong demand for
non-U.S. foreign travel: Air Canada has added 28 international routes so far
this year as Canadian vacationers pivot to Europe, the Caribbean and South
America.
As the U.S. Travel Association
noted in a research report on Canada before the trade war erupted, Canadian
tourists have an "enormously positive impact on the U.S. trade balance
with Canada" and, in 2024, spent some $20.5 billion US while they were
there. A spokesperson for the association said in a statement that just a 10
per cent decline in Canadian tourists could wipe out some 14,000 U.S. jobs —
the drop is on pace to be much larger than that in 2025. On Friday, Hoekstra
suggested the low travel numbers were due to sentiment from Canadian
politicians. "I'm not surprised that there are Canadians who are not
travelling to America when you have political leaders running national
campaigns that are anti-American," he said at an event hosted by the
Fredericton Chamber of Commerce.
Trade Trump's decision to
impose tariffs on virtually all Canadian goods — with exemptions for those that
are compliant with the Canada-U.S.-Mexico Agreement (CUSMA) — has reordered the
country's export patterns. According to a CBC News analysis of
Statistics Canada data, Canadian exports to the U.S. have dropped by about two
per cent this year, a figure driven in part by tariffs that have made those
goods more expensive for American importers. That seemingly small decline is
costly and works out to a $5-billion hit to exports. As hope for a quick
resolution to the U.S. trade dispute fades, Canadian companies have wasted no
time in finding new markets or tapping old relationships that have atrophied in
the years since Canada went all-in on the States. This year, the United
Kingdom has emerged as Canada's second-largest export market — not including
the European Union as a whole — displacing China.
Canadian exports to Great Britain
and Northern Ireland have spiked by 63 per cent in the months since Trump was
inaugurated, according to federal export data. Canada is sending more advanced
technologies, energy, critical minerals, infrastructure, transportation and
agri-food products to its Commonwealth cousin than in the past. Overall,
exports to Europe are up 26 per cent this year — and the joint Canada-Germany
agreement signed last month by Carney and his German counterpart could draw
this country even closer to the Old World. Canadian businesses are also turning
to other Western Hemisphere countries to bolster trade ties. While trade with
Mexico is off slightly amid CUSMA uncertainty, Canadian exports to Central and
South America are up some 13 per cent this year.
Shopping The Buy Canadian
movement has prompted big changes in retail, too. A spokesperson for
Indigo, the country's largest bookseller, said sales of Canadian-authored books
are up 25 per cent year-over-year. "Our uptick is especially strong
in stores where we started stickering all books written by Canadian authors in
February and the corresponding lift in sales was immediate," the
spokesperson said. U.S. alcohol sales are virtually non-existent in
large swaths of the country as most premiers hold firm on keeping those
products off store shelves. Brown-Forman, the parent company of major
U.S. alcohol brands like Jack Daniel's whisky and Woodford Reserve bourbon,
reported in its recent quarterly earnings that sales to Canada have dropped by
an eye-popping 62 per cent. Canada to launch CUSMA consultations after U.S.
ambassador says bigger deal not in the cards As for food, Canada's
counter-tariffs — which Carney just lifted to help secure a deal with Trump —
pushed up the price of some U.S. goods. According to Loblaw Companies CEO Per
Bank, sales volumes of these tariffed American products are down 15 to 20 per
cent on average this year — with some categories reporting an even steeper 50
per cent decline. Sales of domestic products, meanwhile, are still up, Bank
said in a social media post, "demonstrating the strong desire by consumers
to continue supporting Canadian products and brands." A spokesperson said
the supermarket giant has added more than 100 new Canadian suppliers of various
food and other items since the start of the year as consumers turn on American
goods out of patriotism or because of higher prices.
Culture Canadians are
generally voracious consumers of American culture — but some data points
suggest people here are showing more interest in productions closer to home now
that Canada-U.S. relations have hit a rough patch. According to
CBC/Radio-Canada, there has been a 34 per cent increase this year in time spent
watching content on Gem, the public broadcaster's streaming platform. A
spokesperson for the company said there's been notable spike in viewership for
homegrown programs like Wild Cards (up 200 per cent), Heartland (78 per cent),
Schitt's Creek (53 per cent) and Murdoch Mysteries (44 per cent) so far this
year compared to the same period in 2024. Viewership for the Juno
Awards, which celebrates Canadian music, surged 400 per cent on streaming
platforms and drew strong conventional TV ratings with more than 2.8 million
tuning in to some or all of the show, which leaned into the Canada-U.S. dispute.
In the face of the U.S. trade
war, data shows many Canadians are choosing to shift their spending habits away
from American products and travel, CBC's J.P. Tasker reports. Historica, the
education charity that promotes Canadian history through programs like its
Heritage Minutes, told CBC News it is tracking greater interest in the
country's past. Anthony Wilson-Smith, Historica's president and CEO, said the
charity has "noticed a sharp uptick in the amount of time users are
spending" on the Canadian Encyclopedia, which is on pace to draw more than
14 million pageviews this year.
Christopher Sands, director of
the Johns Hopkins Center for Canadian Studies in Washington, said it's not a
surprise Canadian antipathy toward the U.S. has not gotten any better — the
51st state talk is gone but the tariffs are still wreaking havoc. Carney made a
series of goodwill gestures — ramping up defence and border spending, dropping
the digital services tax and lifting the retaliatory tariffs — and still got
nothing out of Trump on trade, Sands said. "I can't expect Canadians to
change their minds if they aren't getting anything in return — not even a
gesture. Trump hasn't done anything to suggest that he gets he's gone too far
with Canada," Sands said in an interview. "We need a turnaround from
Trump that's visible and public and gives Canadians a reason to stop being so
angry. So far, there hasn't been anything to signal, 'OK, go back to normal,
red alert over.' But I hope we can break the fever because it's gone on way too
long.'"
https://www.cbc.ca/news/politics/canada-big-step-back-from-us-data-1.7637651
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