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Canada Keeps Your Lights On. So Why Are We Treating Them Like an Enemy? | Hardpoints
Posted
May 7, 2026
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42:23Now PlayingCanada supplies 98% of America's natural gas imports, 93% of its electricity imports, and more than half of the oil it brings in from abroad. Three years ago, 5% of Canadians supported increasing trade with China. Today that number is 44%. That is not a slow drift. That is a break.
So what happens to American energy security when you pick a fight with the country that keeps your lights on?
Mike and Neal unpack the economics of Canadian oil, why the tar sands are not going anywhere soon, and why the infrastructure dependency runs so deep in both directions that even a fast pivot toward China would take years to execute. They also get into the bigger picture: the US is no longer the obvious anchor of the rules-based order, Canada knows it, and Beijing has been watching the whole thing with a very level head.
Plus: a sub-two-hour marathon that still finished second, Trump's name on the currency and his face on the passport, the UAE quietly walking out of OPEC, and a special operator who bet on a raid he was running.
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