$965 Million in Bourbon Disappears — And the U.S. Still Hasn't Figured It Out

On April 24th, 2026 — 65 days before the CUSMA review deadline — Prime Minister Mark Carney and Mexican President Claudia Sheinbaum sealed a coordination agreement on trade, and Washington wasn't on the call. This video breaks down what that phone call actually means, why the U.S. liquor ban has cost American spirits producers 68% of their Canadian market share, why Washington's offer to Canada's steel and aluminum industry was designed to be rejected, and what happens to North American trade in three possible scenarios on July 1st, 2026. With Mexico's trade talks with the U.S. starting May 25th, Canada holding no formal negotiation date, and the USMCA's legal review clock running, we explain the one strategic move that the White House did not anticipate — and why Carney and Sheinbaum sealing a bilateral framework may be the most consequential phone call of this trade war. Drop your answer in the comments: does Canada hold its position all the way to July 1st, or does economic pressure inside Ontario crack the coalition before the deadline? #cusma #usmca #markcarney #claudiasheinbaum #canadatrade #canadaustariffs #tradenegotiations #july1deadline #tradewarnews #canadapolitics #northamericatrade #trumptariffs #canadaus #politicalnews #geopolitics #tradewar