www.youtube.com/watch?v=AASRLvclfpU
I know some don't want news from the internet, preferring MSM, but I thought this so fundamental that some might find it interesting.
In a stunning move, Ontario has redirected its critical nickel and cobalt exports from the U.S. to Europe — cutting Detroit out of the equation and rewriting the global EV supply map.
Triggered by rising tariffs, U.S. protectionism, and policy instability, Canada signed a $20 billion Green Transition Agreement with Brussels, shattering the long-standing North American battery alliance. With Bill 142, Ontario froze vital exports to the U.S., prompting European giants like Volkswagen and Renault to secure exclusive access.
The time-line of the video is well laid out under this text so you can take it in bite sized chunks.
The video covers:
The collapse of the Detroit–Windsor battery axis
How Ottawa leveraged resource policy to reshape geopolitics
The ripple effects in Michigan, Tennessee, and global nickel markets
The quiet emergence of a Canada–EU battery alliance
How the U.S. response is faltering in the face of swift European coordination
It's a complex piece and I'm still trying to absorb it. The final text comment is This is more than a trade dispute — it's the front line of a new economic order.
