CARNEY JUST SOLD TRUMP'S TARIFFED CANOLA TO CHINA. U.S. RENEWABLE DIESEL IS STARVING.
Did you know that the word "canola" was invented in Winnipeg in 1973 as a made-in-Canada brand name? Today that very crop is the single largest source of imported cooking oil in the United States — and the single largest feedstock flowing into America's booming renewable diesel industry. In this video, I break down exactly how Donald Trump's April 2025 25% tariff on Canadian canola backfired inside America's own food and biofuel supply chain. You will learn: Why "canola" was trademarked by the Rapeseed Association of Canada in 1978 (and what CANadian OIL, Low Acid really stands for). How Canadian canola's share of the U.S. cooking oil market grew from 50–60% in 2020 to 91% in 2023. Why the EPA's 2022 renewable diesel pathway approval made Canadian canola the structural feedstock for 5 billion gallons of new U.S. refining capacity. The exact dollar value of the 11.2 billion dollars in canola oil and meal flowing south each year — and what happens to U.S. RFS-2 obligations when that flow is interrupted. How Mark Carney redirected the tariffed crop into China and reset the entire Canada–China trade relationship on terms that Trump explicitly tried to block. The reason Trump never mentions canola by name in any 2026 press conference — and what that silence tells you about the structural flaw in the White House's trade strategy. Plus: the three-scenario probability forecast for what happens next — partial rollback (25%), long-term feedstock diversion (55%), or rupture (20%). If you want to understand how a single crop named in 1973 can hold the line against an entire 25% tariff regime in 2026, this is the video. The Decision Room covers the geopolitical, military, and economic decisions that shape the world. No filler, no spin, just the story told straight. Subscribe and hit the bell so you do not miss the next domino in the chain. #TheDecisionRoom #CanadaTariffs #Canola #MarkCarney #Trump #Geopolitics #RenewableDiesel

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