Core Viewpoint - The Canadian government has announced a substantial aid plan of approximately CAD 1.25 billion (around RMB 6.5 billion) to support the lumber industry in response to trade tariff threats from the United States [1][4]. Group 1: Aid Plan Details - The aid plan includes CAD 700 million (approximately USD 508 million) in loan guarantees to ensure softwood lumber companies can secure necessary financing and credit support [2]. - The government aims to reform procurement policies, prioritizing Canadian lumber in government contracts for major infrastructure projects over the next decade [2]. - An investment of CAD 500 million is planned to promote product diversification and market expansion for the lumber industry [2]. - CAD 50 million will be allocated for income support, training, and skill development for over 6,000 workers in the lumber sector [2]. Group 2: Industry Context - The lumber industry in British Columbia is crucial to Canada's economy, housing some of the largest forest product companies [3]. - Approximately two-thirds of Canada's lumber production and nearly 90% of its lumber exports are directed towards the U.S. market, creating a high dependency that poses risks [4]. - The Canadian government opposes the U.S. Department of Commerce's decision to increase anti-dumping duties on Canadian softwood lumber to over 20%, arguing it contradicts the spirit of the North American Free Trade Agreement (NAFTA) [4].

当地时间8月5日，加拿大政府宣布出台一项规模庞大的援助计划，用于支持加拿大木材行业应对来自美 国的贸易关税威胁。 该计划总额约12.5亿加元（约合人民币65亿元），不仅包括提供7亿加元的贷款担保，还力图通过改革 政府采购政策、推动木材产品多元化和市场拓展，以及支持行业工人的职业培训等措施，提升木材行业 的国际竞争力，减少对美国市场的过度依赖。 钱要花在哪儿？ 加拿大总理马克·卡尼（Mark Carney）在宣布这一援助计划时表示，7亿加元（约合5.08亿美元）的贷款 担保将确保软木木材公司能够获得所需的融资和信用支持，以维持和重组其业务，从而有效应对面临的 紧迫压力。 卡尼政府还计划改革政府采购流程，要求与加拿大政府签约的公司在任何建设项目中，优先考虑采购加 拿大木材。这一举措旨在推动未来十年内主要基础设施建设项目的实施，并加速住房建设的进程。 根据卡尼的说法，目前加拿大2/3的木材产量和近90%的木材出口都流向美国，因此加拿大木材行业在 面对美国贸易限制时处于高度依赖的困境。 他指出，这种依赖关系不仅带来高昂的成本和不确定性，还削弱了木材行业在应对经济低迷时的韧性， 并导致国内建筑商的木材成本居高不下，同时 ...

Core Viewpoint - The Trump administration is preparing to impose anti-dumping duties on Canadian lumber, casting a shadow over Canada's attempts to negotiate a reduction in tariff threats [1][4]. Group 1: Trade Dispute Background - The softwood lumber tariff dispute between Canada and the U.S. has become one of the longest-standing trade disputes between the two countries [4]. - For the past 25 years, the U.S. lumber industry has frequently sought to limit Canadian softwood imports through anti-subsidy and anti-dumping laws [4]. Group 2: Recent Developments - On July 25, the U.S. government announced the results of an anti-dumping investigation, determining that Canada was dumping softwood lumber and will impose anti-dumping duties on such imports [1]. - The U.S. Department of Commerce proposed significantly increasing the anti-dumping duties on Canadian softwood lumber earlier this year, which has raised concerns in the U.S. construction industry that relies on Canadian imports for about one-third of its lumber needs [4]. Group 3: Duty Rates and Economic Impact - The current anti-subsidy and anti-dumping duty rates on Canadian lumber are 14.5%, which may be increased to over 34.5% following a review by the U.S. Department of Commerce [4][5]. - As of April, the U.S. government had threatened to impose "reciprocal tariffs" on lumber, although lumber was ultimately exempted from new tariffs [4].

加拿大总理卡尼：美国对加拿大软木木材的最新关税是"无理且误导性的"。 ...

Group 1 - The U.S. plans to increase the anti-dumping and countervailing duties on Canadian softwood lumber from 14.4% to 34.45% [1] - Canadian Prime Minister Carney warned that Trump's tariff policies could lead the U.S. into a recession, significantly increasing the risk of economic downturn [1] - Carney emphasized that the tariffs fundamentally harm the U.S. economy and, consequently, the global economy, leading to market reactions [1] Group 2 - Trump announced a 10% "baseline tariff" on all countries, effective April 5, with higher tariffs on countries with significant trade deficits to follow [2] - Carney stated that Canada would respond to U.S. auto tariffs with a 25% countermeasure, indicating ongoing trade tensions [2] - Economic experts predict that the tariffs could lead to a significant increase in U.S. inflation and a potential recession, with global economic growth slowing by at least 1 percentage point [3]