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Guiding Principles

The guiding principles

Not revenge. Not decoupling for its own sake. Strategic repositioning so no partner — any partner — can ever hold Canada hostage again.

The One-Third Rule

The rule, in 15 seconds

Today: most Canadian exports go to one customer. US share rest of world 2026 Not full replacement — diversification. ~35% by 2040. Resilience, not severance.

US share of Canadian goods exports — the projected path

2024–2025 are measured (StatCan); 2028–2040 waypoints are model-derived TARGETS from assumed diversion shares — a planning trajectory, not a forecast.

Target trade composition, 2040