Why now
Canadian exporters are already moving volume away from the United States
The share of Canadian exports going to the United States fell ten percentage points to 68 per cent between May 2024 and May 2025. In one month this spring, merchandise exports to everywhere else rose 24.8 per cent, the second largest monthly increase on record, while exports south fell 6.6 per cent.
Some of that is a handful of commodities rather than a broad shift, and it would be dishonest to pretend otherwise. But the direction is real, and the Netherlands is showing up in the figures: Canadian aluminium exports rose 50.7 per cent in a single month to $1.2 billion, led by shipments to the Netherlands, Italy and Greece.
For a Nova Scotia exporter with a European buyer, the constraint has rarely been demand. It has been finding somebody who will handle both the crossing and the customs file without handing it off three times.
Trade figures from Statistics Canada and Export Development Canada, cited on the sources page.