加拿大对美钢铝产品加征关税翻倍至50%
Canada Doubles Tariffs on US Steel Products up to 50% | Balance of Power 08/25/2026
加拿大对美钢铝关税翻倍至50%是已落地的重大贸易政策升级,直接影响大宗商品与跨境贸易,建议关注钢铁、铝业及相关产业链的后续影响。
THIS IS "BALANCE OF POWER" FROM WASHINGTON, D.C.
这里是来自华盛顿特区的“权力平衡”节目。
TONIGHT, CANADA STRIKES BACK IN WHAT APPEARS TO BE IN TRADE WAR WITH THE U.S. DOUG FORD IS OUR GUEST AFTER HIS WAR OF WORDS WITH PRESIDENT TRUMP. TED CRUZ IS ALSO STANDING BY TO RESPOND AND WEIGH IN ON YESTERDAY'S SUPREME COURT RULING ON MAIL-IN BALLOTS THAT COULD IMPACT THE MIDTERMS. FROM BLOOMBERG'S WASHINGTON, D.C., STUDIOS, WELCOME TO "BALANCE OF POWER." JOE: TRADE TENSIONS BETWEEN THE U.S. AND CANADA ARE REACHING NEW HIGHS.
今晚,加拿大在对美贸易战中似乎进行了反击。道格·福特在与特朗普总统的口水战之后成为我们的嘉宾。泰德·克鲁兹也将随时待命,回应并就最高法院昨天关于邮寄选票的裁决发表看法,该裁决可能影响中期选举。从彭博社华盛顿演播室,欢迎收看“权力平衡”。乔:美国与加拿大之间的贸易紧张局势正达到新的高度。
CANADIAN PRIME MINISTER MARK CARNEY ANNOUNCING THE COUNTRY WILL DOUBLE ITS COUNTER TARIFFS ON AMERICAN STEEL AND ALUMINUM PRODUCTS ALONG WITH A SLEW OF ADDITIONAL LEVEES TO AMERICAN GOODS, MATCHING NEARLY DOLLAR FOR DOLLAR.
加拿大总理马克·卡尼宣布,该国将对美国钢铝产品加倍征收报复性关税,并对美国商品征收一系列额外关税,几乎做到了一对一的等额匹配。
I THINK THINGS GOT A LITTLE HEATED YESTERDAY BETWEEN BOTH OF US. HE WAS THROWING INSULTS. HE IS NOT SHY TO THROW INSULTS TO ANYONE. I HIT BACK, BUT I THINK IT WOULD BE MORE PRODUCTIVE IF WE ACTUALLY SIT DOWN AND THE PRIME MINISTER AND THE PRESIDENT SIT DOWN AND HAVE A FAIR DEAL FOR EVERYONE BECAUSE RIGHT NOW, THERE IS NO CERTAINTY IN EITHER COUNTRY. THERE IS NOT STABILITY. I TALKED TO A LOT OF GOVERNORS AND SENATORS AND CONGRESSPEOPLE.
我认为昨天我们双方都有些激动。他在不断辱骂。他对任何人都不吝于辱骂。我进行了回击,但我认为,如果我们能坐下来,总理和总统能坐下来,达成一项对所有人都公平的协议,那会更有成效,因为目前两国都没有确定性,没有稳定性。我和很多州长、参议员和国会议员谈过。
THEY NEED CERTAINTY. THEIR CONSTITUENTS NEED CERTAINTY. THE WAY YOU DO IT IS BY SIGNING A FAIR TRADE DEAL. I TOLD THE PRIME MINISTER NO DEAL IS BETTER THAN A BAD DEAL. WE HAVE TO GO TARIFF FOR TARIFF AND DOLLAR FOR DOLLAR. IT IS UNFORTUNATE WE HAD AN ATTACK FROM PRESIDENT TRUMP ON OUR SOVEREIGNTY, OUR COUNTRY, ON THE ECONOMY, THAT WE ARE SO INTEGRATED. WE ARE BOTH EACH OTHER'S NUMBER ONE CUSTOMER, AND IT JUST DOES NOT MAKE SENSE TO ATTACK EACH OTHER.
他们需要确定性。他们的选民需要确定性。实现这一点的途径是签署一项公平的贸易协议。我告诉总理,没有协议比糟糕的协议更好。我们必须以关税对关税,以美元对美元。不幸的是,特朗普总统对我们主权、我们国家、我们经济的攻击,而我们的经济是如此一体化。我们互为对方的第一大客户,攻击彼此毫无意义。
JOE: WE UNDERSTAND ONTARIO IS DISPROPORTIONATELY IMPACTED BY THESE TARIFFS WHEN YOU LOOK ACROSS THE COUNTRY OF CANADA. WILL YOU MOVE IF THIS IS THE DIRECTION WE ARE GOING IN TO CUT OFF ELECTRICITY IN THE UNITED STATES AS YOU THREATENED? PREMIER FORD: I WOULD NOT SAY CUT IT OFF BUT SURCHARGES FOR SURE. IT DOES NOT MAKE SENSE TO THE ONTARIO PEOPLE AND WE ARE UNDER ATTACK ECONOMICALLY THAT WE WOULD BE SENDING ELECTRICITY DOWN TO COMPANIES AND RESIDENTS TO KEEP THEIR POWER GOING.
乔:我们了解到,从加拿大全国来看,安大略省受这些关税的影响尤为严重。如果局势朝着这个方向发展,你会像你威胁的那样切断对美国的电力供应吗?福特省长:我不会说切断,但肯定会加征附加费。对安大略省人民来说,在我们遭受经济攻击的情况下,还向美国公司和居民输送电力以维持他们的电力供应,这是没有道理的。
I HAVE AN IDEA. I WOULD LIKE TO SEND MORE ELECTRICITY DOWN THERE. I WOULD LIKE TO CREATE FORTRESS NORTH AMERICA AND KEEP AN EYE ON PEOPLE THAT MAY NOT SEE I TO EYE WITH BOTH COUNTRIES LIKE CHINA AND RUSSIA. BUT RIGHT NOW IT SEEMS LIKE THE PRESIDENT IS TREATING COMMUNIST CHINA BETTER THAN HIS CLOSEST FRIEND AND ALLY FOR OVER 200 YEARS. IT IS NOT PRODUCTIVE. A TARIFF ON CANADA IS NOTHING MORE THAN A TAX ON THE AMERICAN PEOPLE.
我有一个想法。我想向那边输送更多电力。我想建立北美堡垒,并监视那些可能与中国和俄罗斯这两个国家意见不合的人。但现在看来,总统对待共产主义中国的态度比对待他200多年来最亲密的朋友和盟友还要好。这不是建设性的。对加拿大征收关税无异于对美国人民征税。
WE HAVE SEEN THAT. THEY WILL PAY THOUSANDS OF DOLLARS MORE IN COST. THE PRESIDENT RAN ON REDUCING UNEMPLOYMENT. HE ACTUALLY LOST JOBS LAST MONTH. WE GAINED 52,000 IN ONTARIO ALONE. 120,000 INFORMANTS. WE ARE DIVERSIFYING OUR TRADE. ONCE THAT TRAIN LEAVES THE STATION AND WAS AROUND THE WORLD WITH INCREASES OF 150% OF TRADE, IT IS HARD TO TURN THAT TRAIN AROUND. WE WILL CONTINUE WORKING WITH THE ADMINISTRATION. I AM CONFIDENT THE PRIME MINISTER AND THE PRESIDENT HOPEFULLY WILL COME TO THEIR SENSES AND MAKE A FAIR DEAL.
我们已经看到了。他们将多花费数千美元。总统竞选时承诺降低失业率。实际上他上个月失去了工作岗位。仅安大略省我们就增加了52,000个岗位。12万名线人。我们正在实现贸易多元化。一旦那列火车驶出车站,以150%的贸易增长环游世界,就很难让那列火车掉头。我们将继续与政府合作。我相信总理和总统有望恢复理智,达成公平协议。
JOE: I WILL TELL YOU, I HAVE BEEN WATCHING THE PRESIDENT'S TRUTH SOCIAL FEED AS I AM SURE YOU HAVE. HE HAS BEEN POSTING A LOT ABOUT CANADA, INCLUDING THE U.S. IS GIVING SERIOUS CONSIDERATION TO CHANGING THE NAME OF LAKE ONTARIO TO LAKE AMERICA. WE DO NOT EXPECT TO BE DOING MUCH BUSINESS WITH ONTARIO MUCH LONGER. HOW MUCH OF THIS IS SERIOUS? HOW MUCH OF THIS IS CHEST THUMPING AROUND THE NEGOTIATING TABLE THAT WILL END UP IN A DEAL?
乔:我要告诉你,我一直在关注总统的Truth Social动态,我相信你也是。他发布了很多关于加拿大的内容,包括美国正在认真考虑将安大略湖改名为美国湖。我们预计不会与安大略省有太多业务往来了。这些有多少是认真的?有多少是谈判桌上的虚张声势,最终会达成协议?
PREMIER FORD: WELL, THAT IS UP TO THE PRESIDENT IF HE WANTS TO CHANGE LAKE ONTARIO TO LIKE AMERICA. I KNOW CANADIANS WILL ALWAYS CALL IT LAKE ONTARIO. THAT IS A LOT OF RHETORIC AGAIN. HE SAID HE WILL NOT DO A LOT OF BUSINESS WITH ONTARIO. LET ME REMIND THE PRESIDENT 9 MILLION AMERICANS WAKE UP EVERY SINGLE MORNING TO PRODUCE A PRODUCT OR SERVICE FOR ONTARIO. WE ARE A STANDALONE COUNTRY, WE WOULD BE YOUR THIRD-LARGEST IN THE WORLD.
福特省长:嗯,如果总统想将安大略湖改名为美国湖,那取决于他。我知道加拿大人永远会称它为安大略湖。这又是很多花言巧语。他说他不会与安大略省做太多生意。让我提醒总统,每天早晨有900万美国人醒来为安大略省生产产品或提供服务。我们是一个独立的国家,我们将成为你们世界第三大贸易伙伴。
ONTARIO IS THE NUMBER ONE CUSTOMER TO 15 STATES AND NUMBER TWO TO 12 OTHERS. IT WOULD REALLY AFFECT A LOT OF STATES. I WILL GIVE YOU AN EXAMPLE. ALREADY THE AUTO SECTOR HAS BEEN HIT BY $110 BILLION. THAT IS $110 BILLION. I FEEL FOR THE AUTOWORKERS OF ONTARIO, BUT ALSO BECAUSE I LOVE THE AMERICANS AND THE U.S., I THINK ABOUT THE WORKERS IN TEXAS AND KENTUCKY AND MICHIGAN AND ILLINOIS AND OHIO THAT WOULD LOSE THEIR JOB BECAUSE WE BUY 400% MORE VEHICLES THAN ANYWHERE ELSE IN THE ENTIRE WORLD.
安大略省是15个州的第一大客户,也是其他12个州的第二大客户。这将真正影响很多州。我给你举个例子。汽车行业已经遭受了1100亿美元的损失。那是1100亿美元。我为安大略省的汽车工人感到难过,但同时也因为我热爱美国人和美国,我想到了得克萨斯州、肯塔基州、密歇根州、伊利诺伊州和俄亥俄州的工人,他们会因为我们在全球购买的车辆比其他任何地方多400%而失业。
IT IS GOING TO BE UNFORTUNATE IF WE GO DOWN THIS ROAD. JOE: BRING US INSIDE TO THE EXTENT YOU CAN WHAT HAPPENED ON SATURDAY NIGHT. THERE WAS A LOT OF INK SPILLED THE DAY BEFORE THIS TO SUGGEST A DEAL WAS AT HAND. WE KNOW THINGS FELL APART AT THE 11TH HOUR. THERE HAS BEEN REPORTING THAT HOWARD LUTNICK MIGHT HAVE BEEN THE ONE WHO PULLED THE PLUG ON THINGS. WHO ARE YOU LOOKING AT ON THE OTHER SITE OF THE TABLE WHO IS WALKING AWAY FROM THE TABLE?
如果我们走上这条路,那将是不幸的。乔:请尽可能让我们了解周六晚上发生了什么。在那之前一天有很多报道暗示协议即将达成。我们知道事情在最后关头破裂了。有报道称霍华德·卢特尼克可能是叫停事情的人。你认为谈判桌对面是谁在退出谈判?
PREMIER FORD: WHAT HAPPENED, I MENTIONED, WE ARE THE ENGINE OF CANADA. ONTARIO IS. I TOLD THE PRIME MINISTER THIS IS AN ABSOLUTE TERRIBLE DEAL FOR OTHER SECTORS, STEELWORKERS, MANUFACTURING. JOE: DID THE TERMS OF THE DEAL CHANGE AT THE LAST MINUTE? WE UNDERSTAND THERE WAS THIS COMMUNICATION IN THE WAY THE MESSAGES WERE SENT. PREMIER FORD: THAT IS WHAT I UNDERSTAND. THEY KEPT CHANGING THE GOALPOSTS RIGHT UP TO THE LAST MINUTE.
福特省长:发生的事情,我提到过,我们是加拿大的引擎。安大略省就是。我告诉总理,这对其他行业、钢铁工人、制造业来说绝对是一笔糟糕的交易。乔:协议条款在最后一刻改变了吗?我们了解到在信息传递方式上存在这种沟通问题。福特省长:这就是我所了解的。他们一直到最后一刻都在不断改变条件。
YOU CANNOT NEGOTIATE WHEN YOU CHANGE THE GOALPOSTS AT THE LAST MINUTE. YOU HAVE TO HAVE TRUST AND FAITH IN YOUR PARTNER. JOE: DO YOU HAVE TRUST AND FAITH IN HOWARD LUTNICK? PREMIER FORD: HOWARD IS A SHREWD OPERATOR. I HAVE TALKED TO HIM A FEW TIMES. HE IS TRYING TO PROTECT THE UNITED STATES. THE BEST WAY IS TO MAKE A DEAL. IN THE AUTO SECTOR, WE ALWAYS SAY YOU CANNOT UNSCRAMBLE AN EGG THAT HAS BEEN AROUND SINCE THE 1960'S.
当你在最后一刻改变条件时,你无法进行谈判。你必须对合作伙伴有信任和信心。乔:你对霍华德·卢特尼克有信任和信心吗?福特省长:霍华德是个精明的操作者。我和他谈过几次。他在努力保护美国。最好的方式就是达成协议。在汽车行业,我们总是说,你不能把自20世纪60年代以来就存在的鸡蛋重新打散。
YOU HAVE TO MAKE THE OMELETTE LARGER. WHEN YOU SEE THE VEHICLES COMING IN, THAT IS CHALLENGING FOR AUTOWORKERS IN THE U.S. AND CANADA. THERE IS ONE WAY TO FIX THIS. JUST LIKE RONALD REAGAN. RONALD REAGAN NEVER BELIEVED IN TARIFFS. HE BELIEVED IN MAKING SURE HE CREATED AN ENVIRONMENT AND CONDITIONS FOR AMERICANS TO HAVE MORE JOBS, MORE EXPORTS, MORE TRADE AROUND THE WORLD. UNFORTUNATELY, PRESIDENT TRUMP HAS TAKEN A DIFFERENT AVENUE THAT JUST DOES NOT WORK AND WILL COST AMERICANS THOUSANDS AND THOUSANDS OF DOLLARS.
你必须把煎蛋卷做得更大。当你看到车辆涌入时,这对美国和加拿大的汽车工人来说都是挑战。有一种方法可以解决这个问题。就像罗纳德·里根一样。罗纳德·里根从不相信关税。他相信要确保为美国人创造环境和条件,让他们拥有更多就业机会、更多出口、更多全球贸易。不幸的是,特朗普总统选择了另一条行不通的道路,这将让美国人花费成千上万美元。
IT IS UNFORTUNATE. WE ARE THE NUMBER ONE CUSTOMER WHEN IT COMES TO STEAL AND ALUMINUM AND OIL. 4.1 MILLION BARRELS OF OIL AND POTASH THAT TAKES CARE OF YOUR AGRICULTURAL SECTOR. I CAN KEEP LISTING OFF. IT WILL HURT THE AMERICAN PEOPLE. I LOVE THE AMERICAN PEOPLE. I LOVE THE U.S. UNFORTUNATELY, WE HAVE BEEN PUT IN THIS POSITION WHEN YOU ATTACK OUR SOVEREIGNTY AND CALL US THE 51ST STATE AND CALLED THE PRIME MINISTER AND GOVERNOR.
这很不幸。在钢铁、铝和石油方面,我们是第一大客户。每天410万桶石油和钾肥,这照顾了你们的农业部门。我可以继续列举下去。这将伤害美国人民。我爱美国人民。我爱美国。不幸的是,当你们攻击我们的主权,称我们为第51个州,还称总理和省长时,我们被置于这样的境地。
IT IS UNFORTUNATE BUT THAT IS WHO WE ARE DEALING WITH. WE WILL GET THROUGH IT. HOPEFULLY THE AMERICAN PEOPLE WILL SEE THIS, VOICE THEIR OPINION, AND WE WILL SEE WHAT HAPPENS IN THE MIDTERMS. JOE: SPEAKING ABOUT CANADA BUYS, YOU BUY A LOT OF BOOZE AS WELL AND AMERICAN BOOZE HAS NOT BEEN ON THE SHELVES IN ONTARIO SINCE MARCH OF 2025, WHICH I KNOW WHAT YOUR DECISION AT THE TIME. THERE HAVE BEEN QUESTIONS ABOUT WHAT IT MIGHT TAKE TO GET IT BACK.
这很不幸,但这就是我们正在面对的情况。我们会挺过去的。希望美国人民能看到这一点,表达他们的意见,我们拭目以待中期选举的结果。乔:说到加拿大购买,你们也买很多酒,而自2025年3月以来,安大略省的货架上就没有美国酒了,我知道你当时的决定。关于要怎样才能让它们重新上架,一直有疑问。
WOULDN'T THAT NEED TO BE A FULL DEAL WITH CANADA? PREMIER FORD: I HAVE SAID OVER AND OVER AGAIN YOU GET A FULL DEAL, THE BOOZE IS COMING BACK ON THE SHELVES. IT IS SYMBOLIC. $1 BILLION COMPARED TO THE AUTO SECTOR AND THE STEEL WORTH OVER $100 BILLION. I WOULD PUT THE BOOZE BACK ON THE SHELVES IN A HEARTBEAT IF WE HAD A FAIR DEAL. I HAVE BEEN SAYING THAT OVER AND OVER AGAIN. THIS DOES NOT WORK. WE BUY MORE AGRICULTURE PRODUCTS THAN ANYONE.
那难道不需要与加拿大达成全面协议吗?福特省长:我一再说过,你达成全面协议,酒就会重新上架。这是象征性的。10亿美元与汽车行业和钢铁业价值超过1000亿美元相比。如果我们有公平的协议,我会立刻把酒放回货架。我一直这么说。这行不通。我们购买的农产品比任何人都多。
ACTUALLY, WE ARE TIED WITH MEXICO AT $30 BILLION EACH. THERE ARE A LOT OF THINGS AT PLAY RIGHT NOW. TWO CLOSEST FRIENDS AND ALLIES HURT. I HAVE BEEN GETTING CALLS FROM SENATORS AND CONGRESS PEOPLE SAYING THIS IS TERRIBLE WHAT IS HAPPENING BETWEEN OUR FRIENDSHIP AND OUR TWO GREAT COUNTRIES. JOE: I AM STRUCK BY THE TONE OF THIS WHOLE CONVERSATION. LOOK, I KNOW SOMETIMES THINGS GET OUT OF HAND AND YOU WERE FEELING HOT YESTERDAY AND
实际上,我们与墨西哥并列,各300亿美元。现在有很多因素在起作用。两个最亲密的朋友和盟友受到了伤害。我一直接到参议员和国会议员的电话,说我们之间的友谊和我们两个伟大国家之间发生的事情太糟糕了。乔:我被整个对话的语气所震撼。听着,我知道有时候事情会失控,你昨天情绪激动,而且……
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力