[throwpoaster]

> CAN rail to port to transPac/Asia is cheaper than rail/truck to US post tariff (most commodities now). Also it's ~75% of CAN exports goes to US, and it was only structurally cheaper under pre-Trump trade arrangements, now it's structurally more expensive.

The Port of Vancouver’s sulphur export capacity is prebooked for several years. Even with the sulphur boom caused by the Hormuz blockage we are unable to ship it out, but we can rail it out (sorta — cars are booked up too). Many such cases.

Shipping logistics are cheaper _when they work_, and we just went through a shipping demand destruction cycle in 2020 _and_ shipping insurance rates are going up because of naval conflict.

> half commodities half goods

Strong agree. We need secondary processing. The decades-long Liberal push for a postindustrial economy has completely failed.