Latest / Shane Hewitt and The Nightshift

Shiftheads - We Have the Oil, the Gas, and the Minerals. The Question Is Whether We Use Them
Canada trade talks with the United States are stuck in a holding pattern, and Rob Breakenridge says the bigger problem is that nobody has defined the end game. Trump is calling his own deal a ripoff. There is no clear signal on whether the Americans want to negotiate or walk.
Breakenridge names supply management as the trade concession with the most legitimate American argument behind it, and says the case that Canadian dairy is protecting consumers does not hold up. On energy, he asks the harder question: a West Coast pipeline supplying Japan, South Korea, Singapore, and India is available…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.