Trump: Canada Must Build Plants in US to Access Market

This escalates trade friction beyond tariffs into direct market-access terms, potentially reshaping cross-border supply chains for aerospace and other sectors. The immediate impact falls on Canadian manufacturers like Bombardier, whose US sales pipeline faces an abrupt cutoff. For markets, the key question is whether this marks a broader policy shift where domestic production becomes a precondition for US market entry, which could ripple through industries with integrated North American operations. Watching for retaliatory measures or negotiated carve-outs will indicate whether this is a bargaining stance or a durable structural change.