The Daily Canuck 22.05.2026

Research evidence excerpt

The Daily Canuck 22.05.2026

red for sudden trade

shocks because of heavy reliance on the U.S. market and limited diversification. Since 2000, Canada’s

exports have fallen about 12%, per capita exports have plateaued, and the country’s global trade

share has declined alongside weak productivity growth, leaving Canada among the slowest-growing

advanced economies. Deloitte argues Canada’s trade performance has depended more on favourable

conditions, such as exchange rates and access to U.S. demand, than on competitiveness and firm-

level efficiency. Companies focused mainly on North America were least prepared for rapid rule

changes, while globally active firms had more flexible supply chains. Years of optimizing for cost

efficiency reduced resilience, leaving little capacity or inventory to absorb disruptions, and even firms

compliant with CUSMA often lacked proper paperwork. In response, businesses are reassessing

supply chains, increasing U.S. production, using contract manufacturers, and reconsidering Canada

as a manufacturing base. About 70% of surveyed firms view Canada as attractive for investment.

Deloitte concludes that companies able to adapt quickly will fare best, but Canada still faces a broader

execution challenge in turning trade ambitions into results.

Canada world’s most attractive market for infrastructure investment, poll says (Postmedia Network)

Yesterday, Postmedia Network reported that Canada has overtaken the U.S. and Germany to rank

as the world’s most attractive market for infrastructure investment, according to a poll by the

Global Infrastructure Investor Association. The survey credits a series of recent announcements by

Prime Minister Mark Carney’s government aimed at strengthening and expanding core infrastructure