Industrial Policy & Trade Monitor· 2662 actions· ✨ 89 recent

On 3 July 2026 the Canadian International Trade Tribunal (CITT) issued a final injury finding in Inquiry NQ-2025-009, determining that dumped (and, for non-cooperating exporters, subsidized) imports of truck bodies from China have caused material injury to the Canadian domestic industry. Final anti-dumping duties of 119.4% (Qingdao CIMC Reefer Trailer Co., Ltd.) and 257.1% (all other exporters) are now collected by CBSA on goods released on or after 3 July 2026. CBSA separately terminated the parallel subsidy (countervailing duty) investigation with respect to CIMC Reefer on 4 June 2026 after finding its subsidy margin (0.9%) insignificant; CBSA and CITT statements indicate the countervailing-duty track continued and duties are being collected for the non-cooperating "all other exporters" category.

On June 17, 2026, at the margins of the G7 Évian summit, Prime Minister Carney and Chancellor Merz issued a bilateral joint statement committing Canada and Germany to a critical-minerals stockpiling partnership with capital investments to be concluded by end-2026. The statement also launches a joint supply chain mapping initiative to identify priority battery-value-chain opportunities, with a specific named project — RCT Solutions (DE) + Sio Silica + Manitoba partners — targeting the extraction and integrated solar manufacturing of 99.9%+ purity silica sand. It builds on the August 2025 CA–DE Declaration of Intent (which established the supply-chain mapping framework and business missions) and extends the relationship into binding capital-deployment commitments.

On June 2, 2026, USTR published final actionability findings in 60 parallel Section 301(b) investigations — the largest simultaneous Section 301 action in US history — determining that all 60 economies maintain unreasonable acts, policies, or practices by failing to impose or effectively enforce a prohibition on imports produced with forced labor. USTR proposed two additional duty rates: 10% on the 14 economies with partial forced-labor regimes (Canada, Ecuador, EU, Indonesia, Mexico, Pakistan, Argentina, Bangladesh, Cambodia, El Salvador, Guatemala, Malaysia, Taiwan, UK) and 12.5% on the remaining 46 economies. Tariff rates remain proposed pending a July 7, 2026 public hearing and subsequent finalization; the actionability determination is final.

On 21 April 2026, the Canadian International Trade Tribunal issued a final injury finding in Inquiry NQ-2025-005, determining that the dumping of oil country tubular goods (OCTG) originating in or exported from Mexico, the Philippines, Türkiye, and South Korea has caused material injury to the domestic Canadian steel industry. Anti- dumping duties are payable on imports released by CBSA on or after 21 April 2026 and remain in effect for five years. The US investigation was terminated separately.

Brazil's Comitê-Executivo de Gestão da Câmara de Comércio Exterior (Gecex/Camex) approved Resolução Gecex Nº 876 on 13 April 2026 (DOU 14/04/2026), applying a definitive five-year antidumping duty on imports of polyethylene (PE) resins — NCM 3901.10.30, 3901.20.29, and 3901.40.00 — originating from the United States and Canada. The DECOM investigation, initiated on 14 November 2024 following a Braskem S.A. petition, found positive dumping margins and material injury to the domestic PE-resin industry; provisional duties were imposed under Resolução Gecex Nº 777 (28 August 2025) for six months. Gecex modulated the definitive rates to match provisional-period levels as a public-interest adjustment to limit additional cost pass-through to downstream packaging, agricultural-film, and container manufacturers.

At the PDAC Convention 2026 in Toronto, Canada's Minister of Energy and Natural Resources Tim Hodgson announced the Critical Minerals Sovereign Fund (CMSF), a CAD 2 billion vehicle to be operated by Natural Resources Canada that will deploy equity investments, debt, and offtake agreements into Canadian critical-minerals projects and companies. Initial focus covers six of Canada's 34 critical minerals — copper, nickel, lithium, graphite, cobalt, and rare earth elements — with capital expected to begin flowing in spring 2026. The CMSF is part of a broader CAD 3.6 bn PDAC-day announcement package that NRCan estimates will unlock CAD 12.1 bn in mining-project capital across 30+ partnerships, and is structurally modelled on Australia's Critical Minerals Strategic Reserve.

President Trump signed Executive Order "Ending Certain Tariff Actions" on 20 February 2026 (Federal Register doc 2026-03832, published 25 February 2026), terminating the additional ad-valorem duties imposed under nine prior IEEPA-based executive orders. The order followed within hours of the US Supreme Court's 6-3 decision the same day in Learning Resources, Inc. v. Trump, 607 U.S. ___ (2026), holding that the International Emergency Economic Powers Act does not authorize the President to impose tariffs and vacating the Trump 2.0 IEEPA tariff regime. The EO directs CBP to cease collection "as soon as practicable"; CSMS guidance set the collection-end date at 12:00 a.m. eastern on 24 February 2026. The order explicitly preserves all underlying national-emergency declarations and all non-IEEPA trade actions — Section 232 of the Trade Expansion Act, Section 301 of the Trade Act, Section 122 of the Trade Act, and Section 201 — so the Section 232 cascade and the paired Section 122 10% temporary surcharge (effective 24 Feb 2026) remain in force. This is the first SCOTUS-driven repeal of a presidential tariff regime in the modern era and recalibrates the entire post-2024 US tariff architecture by removing IEEPA as a legal pillar.

On 17 February 2026, Prime Minister Mark Carney launched Canada's first standalone Defence Industrial Strategy (DIS), introducing the "Build–Partner–Buy" framework as the central guiding principle of Canadian defence procurement. The strategy mobilises over half a trillion CAD across the next decade — including ~CAD 180 bn in defence procurement opportunities, ~CAD 290 bn in defence-related capital investment, and ~CAD 125 bn in anticipated downstream economic benefit by 2035 — and targets 125,000 new high-paying jobs. Operationally, the DIS introduces Canadian Content Value (CCV) requirements with a proposed Canadian Company Boost for firms meeting 70–100% domestic-content thresholds, sets a 10-year goal of awarding 70% of defence procurements to Canadian firms, and signals willingness to invoke the national security exception to set aside trade-agreement obligations and exclude foreign bidders for "sovereign capability" contracts. It is the first standalone industrial-strategy document covering the Canadian defence-industrial base, distinct from prior DPA-narrow filings.

The Canada Border Services Agency initiated an anti-dumping investigation (Case OCTG6 2026 IN) on 2 February 2026 into oil and gas well casing originating in or exported from Austria, following a complaint by Tenaris Canada. On 4 May 2026 the CBSA issued a preliminary determination finding a dumping margin of 22.6% of export price for Voestalpine Tubulars GmbH & Co KG, the sole named Austrian exporter, but declined to impose provisional duties, assessing that they were "not necessary to prevent injury." The case covers oil and gas well casing under 28 HS tariff classification codes (7304.29.00.12-.29 and 7306.29.00.12-.29). The Canadian International Trade Tribunal's parallel injury inquiry (NQ-2026-002) is due to conclude by 1 September 2026; only a positive injury finding triggers definitive duties.

On 27 January 2026, the Government of Quebec via Investissement Québec announced a CAD 40 million equity (preferred shares) investment in Vention, a Montreal-based industrial-automation and physical-AI software/hardware platform, as part of a CAD 150 million total financing round. Co-investors in the round included NVentures (NVIDIA's venture arm), Desjardins Capital, and Fidelity Investments Canada. The province frames the investment as building a Canadian-headquartered global leader in robotics/automation software rather than as a trade-restrictive measure.

On 2026-01-26 the US Department of Commerce initiated antidumping (LTFV) and countervailing duty investigations covering van-type trailers and subassemblies thereof from Canada, China, and Mexico, following a petition filed 2025-11-20 by the American Trailer Manufacturers Coalition (Great Dane, Stoughton Trailers, Wabash National). On 2026-06-15 Commerce issued its preliminary affirmative LTFV determination for China, setting a preliminary antidumping duty rate of 130.76% on Chinese van-type trailer imports, effective on publication and triggering CBP duty collection at the border. Companion countervailing-duty and Canada/Mexico proceedings are tracked separately.

The Canada Infrastructure Bank committed CAD 54 million in equity loans under its Indigenous Equity Initiative to support First Nations ownership stakes in the Wasoqonatl Reliability Intertie, a 160-kilometre, 345-kV transmission line running parallel to the existing Onslow, Nova Scotia-to-Salisbury, New Brunswick connection. CAD 36 million goes to Wskijinu'k Mtmo'taqnuow Agency Limited, giving Nova Scotia's 13 Mi'kmaw First Nations an equity stake, and CAD 18 million to MUIN Transmission Limited Partnership, giving New Brunswick Mi'gmaq First Nations their first ownership position in a large-scale clean-energy project. The new financing brings CIB's total commitment to the Wasoqonatl project to CAD 285 million.

On 20 January 2026, Canada Growth Fund Inc. (CGF), a CAD 15bn federal Crown investment vehicle, invested US$25 million into Cyclic Materials Inc., a Kingston, Ontario-based rare-earth recycler. The investment forms part of a US$75 million Series C preferred-equity round led by T. Rowe Price Associates, with continued participation from existing investors; CGF's US$25 million contributes roughly one-third of the total raise. Proceeds expand Cyclic's Kingston Center of Excellence and Canada-based R&D footprint and accelerate commercial deployment of its Hub-and-Spoke recycling process, which recovers magnet metals (rare-earth oxides) from end-of-life products and manufacturing scrap at a stated 98%+ recovery rate.

On 15 January 2026, Brazil's Gecex executive committee (Câmara de Comércio Exterior) published Resolução nº 845, amending Annex IX of the base tariff-nomenclature resolution (Gecex nº 272/2021) to temporarily raise import duties above the Mercosur Common External Tariff on eight NCM product lines. Affected products include sodium pyrophosphate and ammonium carbonate (17.5%), propylene glycol, expandable polystyrene and polymethyl methacrylate (20%), sorbitol (20%, with a 12.6% carve-out for a specific food/pharma-grade aqueous solution), and wood screws (25%). The increases took effect 19 January 2026 and expire 18 January 2027, a one-year window functioning as a safeguard-style protection for domestic chemical, plastics and fastener producers.

Brazil's Câmara de Comércio Exterior (Gecex) approved Resolução nº 846, de 15 de janeiro de 2026, amending Annexes IV and V of the base tariff-nomenclature resolution (Gecex nº 272/2021) to modify import tariffs and tariff-rate quotas (TRQs) on 15 products, effective 21 January 2026. The resolution establishes ten new temporary duty-free TRQs for products including atrazine (NCM 2933.69.13, quota reduced) and liquid food preparations (NCM 2106.x), reduces the in-quota volume for two existing TRQ lines, and raises the import tariff on three chemical products — acetic acid, acrylonitrile, and a third L-series primary chemical — reverting them from preferential to standard Mercosur Common External Tariff (TEC) treatment. The measure is a routine periodic tariff-schedule maintenance action in the same recurring Gecex 272/2021 TRQ-housekeeping series as Resoluções 799/2025, 815/2025, 821/2025 and 844/2025, rather than a trade-remedy or policy-driven restriction.

On January 16, 2026, following Prime Minister Mark Carney's visit to Beijing, Canada and China released a joint "Economic and Trade Cooperation Roadmap" committing both countries to a "healthy, stable and sustainable" trade relationship under a new Strategic Partnership. Canada welcomes Chinese investment in energy, agriculture and consumer products; China welcomes Canadian investment in energy, new materials, aerospace, modern agriculture and advanced manufacturing. Both sides commit to two-way investment and trade in clean and conventional energy and to maintaining open channels to resolve outstanding agricultural trade disputes. The roadmap upgrades the bilateral Joint Economic and Trade Commission to minister-level leadership with annual meetings. It is a political-commitment instrument, not a binding trade agreement, and names no tariff changes, quotas, or specific dollar figures.

On 15 January 2026, Canada's Minister of Housing and Infrastructure announced the federal government's CAD 950.9 million contribution — matched by a CAD 950 million Ontario investment, for a combined CAD 1.9 billion — toward the Toronto Transit Commission's contract with Alstom Americas for 55 new subway trains (New Subway Train / Line 2 fleet). The procurement is publicized as the first implementation instance of the Buy Canadian Procurement Policy Framework (in force since 16 December 2025): TTC states 55% of train content will be Canadian-sourced, with final assembly at Alstom's Thunder Bay, Ontario plant and testing in Kingston, Ontario, creating roughly 900+ direct and 1,700+ indirect jobs. Global Trade Alert logs the intervention as a public-procurement localisation measure affecting India and the United States as the countries where Alstom's competing manufacturing bases (and rival bidders) would otherwise have supplied the contract.

On 15 January 2026, Canada Growth Fund Inc. (CGF), a CAD 15bn federal Crown investment vehicle, announced it will lead an up to US$85 million structured financing for Mangrove Water Technologies Ltd. (Mangrove Lithium), a British Columbia-based lithium refiner. CGF's own commitment is up to US$65 million, alongside continued participation from existing investors Breakthrough Energy Ventures and BMW i Ventures; the CGF tranche closed concurrently with a separate CAD 9 million loan from National Bank of Canada backed by the federal Clean Technology Manufacturing Investment Tax Credit. Proceeds commission Mangrove's 1,000-tonne-per-annum Single Stack Plant in Delta, BC and advance development of a planned 20,000-tonne-per-year full-scale plant, with the government citing the deal as reducing reliance on overseas lithium processing and building an onshore mining-to-refining supply chain.

On 15 January 2026, the Government of Quebec, through Investissement Québec's ESSOR programme, announced a CAD 35 million repayable, non-forgivable loan to Bombardier to support construction of a new 11,705 m² (126,000 sq ft) manufacturing centre in Dorval, Quebec, as part of a roughly CAD 100 million project. The facility will expand business-jet production capacity and is scheduled to open before the end of 2027, with the province citing more than 330 skilled jobs created in the Montreal region.

Malaysia's Minister of Finance gazetted P.U. (A) 25/2026, the Customs (Prohibition of Imports) (Amendment) (No. 2) Order 2026, on 14 January 2026, taking effect 15 January 2026. The order adds ammonium nitrate and potassium nitrate to the list of goods subject to import licensing under the Customs (Prohibition of Imports) Order, requiring importers to obtain an approved permit before bringing either chemical into Malaysia. Both compounds have legitimate fertilizer and industrial uses but are also recognised explosive precursors, and the measure is administered as a dual-use/security-sensitive chemical control rather than a straightforward agricultural-input tariff. Global Trade Alert lists Canada, China and Germany among the trade partners affected by the new licensing gate.

On 9 January 2026, Canada's Minister of Industry Mélanie Joly announced Defence Industry Assist (DI Assist), a CAD 244.2 million (~USD 178.6 million) funding and advisory initiative delivered through the National Research Council's Industrial Research Assistance Program (NRC IRAP). The programme funds high-potential Canadian SMEs developing made-in-Canada defence and dual-use technologies, with the stated aims of reducing barriers to market entry, connecting recipients to procurement pathways, and strengthening domestic supply-chain collaboration. It sits within Canada's broader Defence Industrial Strategy (CAD 6.6 billion over five years from 2025-26) and Canada's push toward its 2% NATO defence-spending target.

The Canada Border Services Agency (CBSA) initiated anti-dumping and countervailing (subsidy) investigations on 9 January 2026 into forged or stamped steel grinding media ("balls," nominal diameter 25mm–160mm, HS 7326.11.00.00) originating in or exported from China, following a complaint from the domestic industry. On 25 May 2026, CBSA issued preliminary determinations of dumping and subsidizing, triggering provisional SIMA duties on subject goods released on or after that date. Five Chinese exporters — Feifan Metalwork, Changshu Longte Grinding Ball, Jiangyin Xingcheng Magotteaux Steel Balls, Oriental Casting And Forging, and Tangshan ZWell Equipment Manufacturing — provided substantially complete responses and received individual margins; other exporters face a residual rate. The Canadian International Trade Tribunal (CITT) is running a parallel injury inquiry, with a final injury decision due 22 September 2026.

Türkiye's Ministry of Trade published Tebliğ No. 2026/20 ("İthalatta Gözetim Uygulanmasına İlişkin Tebliğ") in the Official Gazette on 31 December 2025 (Sayı 33124, 4th mükerrer), entering into force 30 January 2026 (30 days after publication). It imposes a forward-looking import surveillance regime on load cells (GTİP 9031.80.80.90.11, reference price USD 20,000/tonne) and other measuring/checking instruments (GTİP 9031.80.80.90.19, reference price USD 7,000/tonne) whenever the declared customs value falls below those thresholds. Below the floor, import is only permitted with a surveillance certificate ("gözetim belgesi") issued electronically by the Ministry's Import Directorate General, required by customs at declaration registration and valid for six months.

On 17 December 2025, the Business Development Bank of Canada (BDC), a federal Crown corporation, introduced a Defence Platform to deploy up to CAD 4 billion in financing, advisory services and investment solutions for Canadian companies in the defence and national-security sector. Of this, CAD 3.5 billion is financing and advisory support to help firms scale, diversify and enter defence supply chains, and CAD 500 million is investment capital deployed via the StrongNorth Fund, the Catalyst Innovation Fund, and targeted indirect investments in private funds aligned with Canada's defence and sovereignty priorities. The platform is anchored on a new CAD 1 billion capital injection into BDC announced in the 4 November 2025 federal budget.

On 16 December 2025, Public Services and Procurement Canada implemented the Buy Canadian Procurement Policy Framework, bringing into force (a) the Policy on Prioritizing Canadian Materials in Federal Procurement, which mandates use of Canadian steel, wood products and aluminum in federal defence and construction contracts valued at CAD 25 million or more that contain at least CAD 250,000 of those materials where Canadian supply exists, and (b) the Policy on Prioritizing Canadian Suppliers and Canadian Content in Strategic Federal Procurements, which applies a bid-price discount margin favouring Canadian suppliers in procurements tied to Canada's economic, industrial and innovation priorities. Complementary amendments to the Canadian International Trade Tribunal Procurement Inquiry Regulations, effective 15 December 2025, remove CITT jurisdiction to review procurement measures that restrict participation to, or favour, Canadian suppliers, goods, services, materials or subcontractors. The framework applies immediately to procurements of CAD 25 million and above and is scheduled to expand to contracts of CAD 5 million and above by spring 2026. Budget 2025 allocates roughly CAD 186 million over five years to implement the framework, including CAD 79.9 million for a new Small and Medium Business Procurement Program.

On 15 December 2025, Canada's Minister of Artificial Intelligence and Digital Innovation, Evan Solomon, announced Phase 1 of the Canadian Quantum Champions Program (CQCP), awarding CAD 92 million (up to CAD 23 million each) to four domestic quantum-computing developers — Anyon Systems, Nord Quantique, Photonic, and Xanadu Quantum Technologies — to accelerate progress toward fault-tolerant quantum computers with industrial and defence applications. The program is designed to anchor quantum companies, talent and intellectual property inside Canada, moving systems beyond academic prototypes toward real-world testing and practical workloads, and sits within a broader ~CAD 334.3 million, five-year federal quantum-ecosystem commitment tied to Budget 2025 and Canada's National Quantum Strategy.

The Government of Ontario launched the Critical Minerals Processing Fund (CMPF), a CAD 500 million (~USD 364 million) provincial financial-support program to accelerate processing and refining capacity for critical minerals mined in the province, administered through Invest Ontario. The fund targets nickel, graphite, copper, cobalt and lithium, with a geographic emphasis on the Ring of Fire region northeast of Thunder Bay, and is intended to keep Ontario-mined minerals processed domestically rather than exported raw. It complements a separate CAD 3.1 billion package of loans, guarantees, grants and scholarships supporting Indigenous participation in the province's critical-minerals supply chain, and was first flagged in Ontario's 2025 Budget.

On December 9, 2025, the Canada Border Services Agency (CBSA) made final determinations of dumping (margin of 282.1% of export price) and subsidizing (77.0% of export price, or CNY 10,134.87 per metric tonne) with respect to thermal paper rolls originating in or exported from China, classified primarily under HS 4811.90.00.90. On January 8, 2026, the Canadian International Trade Tribunal (CITT) found that the dumped and subsidized imports caused injury to the domestic industry, making the antidumping and countervailing duties definitive. The CBSA received insufficient cooperation from the Chinese government and exporters/producers, so all Chinese exporters are subject to the combined "all others" rate.

Invest Ontario, the Ontario provincial government's investment-attraction agency, announced a loan of up to CAD 90 million (~USD 65 million) through the Invest Ontario Fund to support a CAD 533 million capital expansion of beverage-manufacturing and warehousing capacity in Mississauga, Ontario. The investment is made through three Ontario-based subsidiaries of parent company Lee Li Holdings — First Choice Beverage Inc., Global Beverage and Logistics Centre Inc., and Imperial Chilled Juice Inc. — and is projected to create 275 new jobs. The support is explicitly stated as subject to a definitive funding agreement being reached.

The Government of Ontario's Invest Ontario Fund agreed to provide Marvell Technology with a grant of up to CAD 17 million to support the company's planned CAD 238 million, five-year expansion of its Ontario R&D workforce. The expansion is aimed at developing next-generation semiconductor solutions for AI data-centre infrastructure, including an 8,000-square-foot optical lab, and is expected to create up to 350 high-value technology jobs at a new office near the University of Toronto plus expanded operations in York Region and Ottawa. Support is subject to Invest Ontario and Marvell reaching a definitive funding agreement.

The Canadian federal government announced a Strategic Response Fund contribution of up to CAD 210 million (~USD 151 million) toward a CAD 662 million project to expand semiconductor advanced-packaging and R&D commercialisation capacity at IBM Canada's Bromont, Quebec facility and the MiQro Innovation Collaborative Centre (C2MI). The federal contribution covers roughly one-third of total project cost. Ministers Mélanie Joly (Industry) and Evan Solomon (AI and Digital Innovation) announced the investment on 2025-11-28, framing it around domestic supply-chain resilience for AI/HPC, aerospace and defence, telecommunications, and automotive end-markets. The project is projected to create 75 new highly-skilled jobs and sustain over 1,000 existing jobs in the Bromont region.

On 26 November 2025 Prime Minister Mark Carney announced a package of measures to protect Canada's steel and softwood lumber industries, effective 26 December 2025. For steel, Canada tightened the tariff-rate quota (TRQ) available to countries without a Canada free trade agreement from 50% to 20% of 2024 import levels, and cut the TRQ for FTA partners outside CUSMA (i.e. not the US/Mexico) from 100% to 75% of 2024 levels; imports above quota face a 50% surtax. A new 25% tariff on the full value of listed steel-derivative products (doors, windows, fasteners, structural components and related goods) applies to all countries, covering an estimated CAD 10 billion+ of derivative imports. For softwood lumber, Canada added CAD 500 million to the BDC Softwood Lumber Guarantee Program (bringing it to CAD 1.2 billion) and earmarked a further CAD 500 million under the Large Enterprise Tariff Loan facility for lumber-sector liquidity support.

On 24 November 2025 Barrick Mining Corporation and the Government of Mali announced a comprehensive settlement resolving all disputes arising from the Loulo-Gounkoto gold complex, including the June 2025 provisional state administration order. Under the agreement Barrick commits to pay approximately USD 430 million (≈244 billion CFA francs) to Mali in cash and VAT-credit offsets, formally accedes to Mali's 2023 Mining Code (Loi 2023-040), and receives in exchange: cancellation of all charges against Barrick entities and personnel, release of four detained employees, return of three metric tons of previously seized gold (~USD 400 million), termination of the provisional administration, and a ten-year renewal of the Loulo mine permit (which had been set to expire in February 2026). Full operational control was restored to Barrick on 18 December 2025.

The Government of Manitoba announced CAD 51 million in new provincial funding for Arctic Gateway Group — the First Nations- and Bayline community-owned operator of the Hudson Bay Railway and Port of Churchill — to fund capital improvements bringing the rail line up to Class I freight-load standard and to build a new critical-minerals storage and loading facility at the port. The announcement was made jointly with the federal government as part of the "Port of Churchill Plus" initiative, bringing cumulative provincial investment in the project to CAD 87.5 million and combined federal-provincial commitment to CAD 262.5 million over five years (including CAD 175 million in federal funding announced March 2025). The project is explicitly positioned as building sovereign Arctic export capacity for critical minerals and potash, reducing reliance on southern rail/port corridors and US-routed trade.

The Canada Infrastructure Bank provided a CAD 139.5 million (approx. USD 99.4 million) loan to BC Hydro, a provincial Crown utility, to fund the early-works phase of the North Coast Transmission Line (NCTL) in northwest British Columbia. Early works cover project planning, engineering, fieldwork, procurement, First Nations consultation and stakeholder engagement ahead of construction. The financing responds to anticipated electricity demand growth from port operations, mining (including critical-minerals projects), hydrogen production, LNG and technology sectors that is expected to exceed the capacity of the region's existing single 500-kV transmission line from Prince George to Terrace.

Emissions Reduction Alberta (ERA), a provincial Crown corporation funded through Alberta's Technology Innovation and Emissions Reduction (TIER) carbon-levy system, launched a CAD 22.4 million (approx. USD 16 million) Methane Reduction Deployment Program on 2025-11-12. The program funds up to 50% of eligible project costs, capped at CAD 1 million per project, for owners and operators of upstream and midstream oil and gas facilities in Alberta to deploy commercial-ready methane detection, measurement and reduction technologies. Global Trade Alert logs the program as a trade-distorting financial grant given its effect on the relative cost competitiveness of Alberta oil and gas production versus other producing jurisdictions.

Canada made SOR/2025-228, Regulations Amending the Special Economic Measures (Russia) Regulations, registered 2025-11-06 and announced by Minister Anand on 2025-11-12. The regulations add 13 individuals to Part 1 of Schedule 1, 11 entities to Part 2 of Schedule 1, and 100 vessels (by IMO number) to Schedule 1.1, freezing their Canadian assets and prohibiting dealings. Targets include Russian LNG-trading entities, drone-programme developers, cyber-infrastructure suppliers for hybrid operations against Ukraine, and Kyrgyzstan-based financial enablers (including Capital Bank of Central Asia and the A7 payments platform) used to evade earlier Russia sanctions. The 100-vessel designation targets Russia's "shadow fleet" used to move crude oil, LNG and arms while evading the G7 price cap and flag-state controls.

On 10 November 2025, China's Ministry of Commerce and four other departments issued Announcement No. 73 of 2025, adjusting the "Catalogue of Precursor Chemicals for Export to Specific Countries (Regions)" and adding the United States, Canada and Mexico to the "Specific Countries (Regions) Directory" under the Interim Provisions on the Management of Exports of Precursor Chemicals to Specific Countries (Regions). Exporters must now apply for a license before shipping 13 newly listed categories of precursor chemicals (used in illicit fentanyl and other synthetic-drug manufacture) to these three countries; exports of the same chemicals to other destinations remain unrestricted. The measure took effect the same day it was announced.

Canada's Budget 2025 (released 4 November 2025) expands the Critical Mineral Exploration Tax Credit (CMETC) to cover 12 additional minerals: bismuth, cesium, chromium, fluorspar, germanium, indium, manganese, molybdenum, niobium, tantalum, tin, and tungsten. The 30% flow-through share enhanced rate (double the standard 15% Mineral Exploration Tax Credit) is maintained and applies to agreements entered after November 4, 2025 and before March 31, 2027. This is the first scope expansion since CMETC's creation in 2022, bringing the total eligible mineral count to approximately 27 and aligning the credit with Canada's 2024 Critical Minerals List update.

Canada's Budget 2025 (released 4 November 2025) creates the First and Last Mile Fund (FLMF), allocating $371.8 million over four years starting in 2026-27 to Natural Resources Canada to address transport and utility bottlenecks connecting near-term critical-minerals production sites to deep-water ports and downstream processing facilities. The fund absorbs the existing Critical Minerals Infrastructure Fund and leverages its envelope to provide up to $1.5 billion in total support through 2029-30. The FLMF is structurally distinct from the CMSF (equity/debt vehicle), the CMETC (exploration tax credit), and the Clean Tech ITC (manufacturing tax credit) — it is the infrastructure-grant instrument completing Canada's critical-minerals programme architecture.

Canada Growth Fund Inc. (CGF), an arm's-length investment vehicle wholly owned by the Government of Canada, announced on 31 October 2025 an approximately CAD 25 million (USD ~17.8M) investment in Rio Tinto's scandium oxide operation at its Critical Minerals and Metallurgical Centre in Sorel-Tracy, Quebec. The investment, structured as an equity-like financial royalty, will help expand the facility's nameplate capacity to 9 tonnes of scandium oxide per year. Alongside the investment, the Government of Canada agreed to an offtake agreement committing to purchase a volume of the scandium produced, and a marketing and storage agreement under which Rio Tinto will market and store scandium on Canada's behalf.

The Canada Infrastructure Bank provided a CAD 42 million (approx. USD 30.7 million) repayable loan to George Gordon Development Limited (GGDL), the economic-development arm of George Gordon First Nation, to fund the Wicehtowak Solar project — a 32.4 MW solar facility in the Rural Municipality of Dufferin, Saskatchewan. The loan enables GGFN to acquire full ownership of the project, which will supply Saskatchewan's grid under a 30-year virtual power purchase agreement with SaskPower and deliver power directly to the adjacent K+S Potash Canada mine. Natural Resources Canada separately provided a CAD 33 million grant under the Smart Renewables Electrification Pathways Program toward the same project.

On 31 October 2025, Canada's Minister of Energy and Natural Resources Tim Hodgson announced — on the sidelines of the G7 Energy & Environment Ministers' Meeting in Toronto — that the federal government will leverage the Defence Production Act (DPA) to designate critical minerals as defence supplies and build a strategic stockpile, with the Crown acting as buyer of last resort and setting confidential minimum prices to insulate Canadian producers from Chinese price suppression. The announcement was paired with an initial round of 26 investments, partnerships and measures totalling C$6.4 billion in unlocked critical-mineral capital (~C$120m direct federal spend plus up to ~C$1.2 bn in offtake agreements, expressions of interest and export guarantees) and aligned with nine allied countries. It is the first time Canada has invoked DPA stockpiling and priority-procurement powers for non-traditional defence inputs (lithium, nickel, cobalt, copper, rare earths, graphite, uranium) and repositions Canada as an allied-aligned strategic supplier parallel to US DPA Title III action under EO 14241.

Natural Resources Canada's Minister of Energy and Natural Resources, Tim Hodgson, announced on 31 October 2025 conditional approval of up to CAD 14,062,500 (USD ~10.0M) in non-repayable federal funding for Focus Graphite Inc. under NRCan's Global Partnerships Initiative, part of the G7 Critical Minerals Action Plan's first tranche of 26 investments and partnerships. Focus Graphite executed the funding agreement on 8 December 2025. The grant covers approximately 73.6% of eligible project costs for a commercial-scale electrothermal fluidized-bed purification demonstration plant converting Quebec natural flake graphite (from the Lac Knife and Lac Tétépisca deposits) into ultra-high-purity battery-anode and advanced materials, with Focus Graphite contributing the remaining CAD 4.79M cash plus CAD 250K in-kind. Eligible expenditures run 14 October 2025 to 31 March 2028.

Natural Resources Canada's Minister of Energy and Natural Resources, Tim Hodgson, announced on 31 October 2025 conditional approval of up to CAD 36.3 million (USD ~25.8M) in Government of Canada funding for Ucore Rare Metals Inc.'s "Pathway to Samarium and Gadolinium Security" project, part of the first tranche of 26 investments and partnerships under the G7 Critical Minerals Action Plan. The package comprises up to CAD 26.3 million in non-repayable contributions from NRCan's Global Partnerships Initiative (GPI) and up to CAD 10 million from the Federal Economic Development Agency for Southern Ontario (FedDev Ontario). Funding will scale up a commercial-scale RapidSX(TM) separation facility in Kingston, Ontario, intended to be the first dedicated samarium and gadolinium oxide production plant in North America, supporting samarium-cobalt magnet production for defence and other applications. Funding remains subject to due diligence and a Contribution Agreement.

Brazil's Foreign Trade Chamber executive committee (GECEX) issued Resolution No. 811 on 23 October 2025, published in the Diário Oficial da União on 24 October 2025, revoking six "Ex-tarifário" temporary import-duty-reduction concessions — five under the capital-goods Ex-tarifário regime (GECEX Resolution 322/2022) and one under the IT/telecommunications-equipment regime (GECEX Resolution 323/2022). The revocation takes effect 60 days after publication (24 December 2025), after which imports under the affected NCM/Ex lines revert to the standard Mercosur Common External Tariff rate rather than the reduced Ex-tarifário rate. Global Trade Alert flags Austria, Belgium and Canada as affected trading partners and classifies the measure as a "Red" (trade-restrictive) import-tariff intervention.

On 23 October 2025 Canada's Department of Finance and ISED jointly reduced the annual counter-tariff remission quotas granted to General Motors and Stellantis under the auto remission framework introduced 15 April 2025, which lets automakers import a set volume of US-built vehicles free of Canada's counter-tariffs provided they maintain agreed production and investment levels in Canada. GM's quota was cut 24.2% after it ended BrightDrop van production in Ingersoll, Ontario and scaled back Oshawa output; Stellantis' quota was cut 50% after it cancelled its planned Jeep Compass line at the Brampton assembly plant. Volumes imported above the reduced quota are subject to Canada's counter-tariffs on US-origin vehicles.