What if Trump’s tariffs on Canada aren’t about trade? They’re not even about drugs, but a secret power grab that could reshape the world as we know it. March 2025, Trump slapped Canada, our closest ally, with 25% tariffs and a mysterious 10% on energy. Now the White House says it’s about fentanyl. It’s about borders. But whispers from the inside, they’re saying something completely different. And it’s got everything to do with what Canada is sitting on. So in this video, I’m going to break down why the official story is crumbling, what the real agenda is hiding in plain sight, and how does this affect us and what to do about it as the global power game develops.

Now real quick, I’m Mark Moss. I’ve built and exited multiple tech companies, invested through multiple boom and bust markets, and today I’m a partner at a top Bitcoin venture capital fund. I advise other public tech companies, and I write the Quantum Wave Investment Report to help investors navigate the biggest shifts in tech and money. So you can profit before the world wakes up. So let’s go. Alright, so let’s just jump right in. Let’s start by getting one thing clear. Trump didn’t just wake up. He didn’t just decide to slap 25% tariffs on Canada because he hates maple syrup and hockey.

I mean, yes, that’s the official narrative. And they talk about, you know, border security, fentanyl, immigration, which are probably important things. But if you look closer, if you read the actual executive orders, if you examine what was excluded from the tariff lists, then it starts to look very different because guess what didn’t get hit with the full 25% energy related resources, oil, natural gas, electricity, coal and buried deep down inside there are things like uranium, lithium and critical minerals. These only got a 10% tariff, not 25. So why the carve out? Well, it’s simple.

These are the inputs of power, literally and figuratively. They fuel our grid, they fuel our military, they fuel our economy. You know, the US doesn’t just use these, we depend on them. Most people don’t realize how fragile the dependencies actually are. Most people have no idea just how critical this actually is. So for example, the US imports over 90% of its uranium, with about 27% of that coming from Canada. In uranium, it’s not optional. It’s what powers the largest fleet of commercial nuclear reactors in the world, which generate almost 30% of America’s electricity and form the backbone of our nuclear navy and our weapons infrastructure.

So if you’re trying to look tough on Canada, but you still need the uranium to keep the lights on, then you carve it out. You see, this isn’t just about trade deficits. It’s not just about immigration. This is about controlling the resource supply chain that determines whether the US remains a superpower or becomes dependent on hostile regimes. And that’s not just my opinion, it’s directly from Trump’s own playbook. We can see that just weeks after announcing the tariffs, he signed an executive order invoking the Defense Production Act to accelerate US mining and processing of critical minerals.

That order literally calls America’s reliance on foreign minerals, a national emergency. So what’s the real reason Trump terrified Canada? It wasn’t trade, it wasn’t fit. No, it was leverage the art of the deal. More specifically, resource leverage, because when you control the minerals, you control the energy. When you control the energy, you control the world. When you control the energy, you control the future. So now you know why Trump terrified Canada. But what you may not realize is just how massive Canada’s role is in America’s resource strategy. You see, it’s not just about uranium.

It’s not just about one mineral. It’s a mineral empire sitting directly to our northern border. And for decades, we’ve quietly depended on it to run everything from our power grid to our military. Now, Trump’s not really trying to burn the bridges with Canada, but the US does have to do something very drastic, because the scale of this, it’s massive. I mean, just for uranium, specifically, Canada supplies about 30% of what the US consumes. That’s the fuel for our nuclear reactors, both civilian and military. What about nickel? Well, nearly half of US primary nickel imports come from Canada.

We use it in stainless steel, batteries, aerospace, military gear. What about cobalt, graphite, copper, rare earths? Well, Canada is either a major producer or hold some of the largest reserves on the planet. You see, the US is import reliant for over 90% of its critical minerals. And for many of them, Canada is the number one source. Now, the reason why this matters is making America great again, puts us in the middle of a global resource arms race, you see, one that will determine who leads the next energy and the next technology era.

And here’s what makes this move by Trump so revealing. He’s not just challenging foreign adversaries like China, he’s using economic warfare on a friendly ally like Canada, to force a realignment of control. He doesn’t want to just partner with Canada, he wants to make sure the US holds the leverage even over our closest allies. Now, that’s not just a diplomatic move. It’s a geostrategic power play. And when Canadian officials start floating retaliation, including, you know, limiting exports of these core resource minerals that we need, you know, they see it for what it is not a trade dispute, but a resource standoff.

So we need to be clear, this isn’t about punishing Canada, it’s about reshaping the entire North American mineral hierarchy with the US at the top, and everyone else feeding into it. So if we zoom out, we can see that again, like I said, it’s not just about Canada. It’s not just about Trump. This is about the United States waking up finally, maybe too late to a strategic vulnerability it created for itself. Now for the past 30 years, we’ve outsourced everything, the mining, the refining, the processing of the world’s most critical materials.

We’ve offshored the entire upstream of our energy, defense, tech industries. And now, well, under Trump, under Biden and Trump again, we’re scrambling to get it back. Because the stakes have changed. The US is now entering a resource dependent era. And the materials that matter most aren’t US dollars anymore. They’re not just oil and gas anymore. They’re uranium for stable baseload power, for nuclear defense. They’re lithium, nickel, cobalt for EVs, for energy storage. It’s graphite, rare earths for semiconductors, for missiles, for satellites, and of course, for the AI arms race infrastructure.

Because in this technology age, we’re in, we’re accelerating into, we need energy. We need lots and lots of energy, which is why every one of those resources we’ve added on to the US critical minerals list under the Energy Act of 2020. And for most of them, the US relies on imports for over 70 to 100% of its needs. Now, Canada has been our shortcut. It’s our safe zone. But now that’s under pressure. Thanks to the tariffs, the retaliation threats and the growing instability in global supply chains. Now, I’m not here to give you the news, you can get the news from CNBC.

But here’s the part that no one on CNBC, no one on CNN is going to tell you, you see, this isn’t just a trade war, right? It’s a preemptive restructuring of the entire global resource order. Now, if the US doesn’t force the reset now, it’s going to lose the next 50 years of economic dominance. So he’s using his tools that he has, he’s using tariffs, not as punishment, but as positioning. He’s telling the market that we’re not going to be dependent anymore, we’re going to mine it here, we’re going to process it here.

And if we can’t not yet, then we’re either going to make it too expensive to import or we’ll take control of the source. Now, a lot of people hear tariffs, and they immediately think higher prices, broken supply chains, you know, inflation, all those things. But here’s the thing. That’s the mainstream narrative. You see, history actually tells us a very different story. I’m going to come back to that in a second. But just know, the goal isn’t to make things more expensive. The goal is to make the US less dependent, to rebuild the upstream to create stable domestic supply chains that aren’t held hostage by foreign governments or global choke points.

And it helps make America great again, by creating massive tell wins for one category, most people still ignore the North American resource producers. Those are, you know, domestic uranium miners, nickel and lithium developers, graphite processors, I mean, basically any company that’s positioned to fill the gap, the US just opened up. So yeah, the story started with tariffs, but it ends with a full scale shift in the resource investment landscape. And if you know where to look, you’re not just watching history happen, what you’re doing is your front running it. Now, earlier, I mentioned that the mainstream take is that, you know, tariffs mean higher prices, broken supply chains, it’s going to be inflation.

And of course, that’s the surface level reaction from people that don’t really understand that don’t know history. So here’s the thing. History shows us something completely different. If we go back to 2018, in Trump’s first term, he started doing tariffs, he put 25% tariffs, sound familiar on foreign steel and aluminum under section 232 of the trade expansion act. And yes, after that price spiked, but just temporarily. Within 18 months, US steel production increased prices normalized below pre tariff levels actually went down. What looked like protectionism ended up triggering domestic investment and industrial recovery.

Now, that’s not economic collapse. That’s controlled reshoring. And that’s the same playbook being run right now. This time, with critical minerals, the goal isn’t to kill off supply, it’s to restructure the control. Tariffs forced the market to recalculate, they create friction, but on purpose, because friction reveals where the US is exposed and where it needs to be rebuilt. Then again, this isn’t about Canada. This is even about the short term numbers. This is about the long game here. We’re talking about rebuilding upstream industrial capacity, securing domestic inputs for defense, energy and tech.

And of course, sending a message to investors, to you and I, to producers and to allies, either, you know, get on board with reshoring, or get left behind. Now, if that sounds extreme, good, I guess. I’m not here to debate whether this is good or bad. This is just what’s happening. And we know as investors what to do, because this is the beginning of a new resource doctrine, one where America competes not on cost, but on control. We’re not trying to be the cheapest, we’re trying to be the most resilient. And that shift is going to send ripples across every major sector from EVs to nuclear.

And so while the headlines, they’re still talking about trade wars, they’re still talking about political drama. The real story is this. We’re witnessing a structural reallocation of capital from global supply chains to domestic capacity. And that’s where the smart money is going to go. Not to whoever can source at the cheapest, but whoever owns the inputs controls the supply and holds the leverage in this new era of economic warfare. Now, real quick, before we talk about how to position ourselves to profit and win through this, I just want to briefly mention today’s video sponsor, the sponsor of today’s video is Mustang Energy, ticker symbol MECPF.

And what they’re doing is directly relevant to this geopolitical realignment underway. And here’s why the US is over 90% reliant on foreign uranium. Like I said, about 27% of that comes from Canada. That’s exactly why uranium was one of the few resources that got to the lower 10% tariff rate to carve out, because cutting off Canadian uranium would be like cutting the fuel line while the engine is still running. So the US is walking a tightrope here, push for resource independent, but still keep the uranium flowing from allies. And that makes Mustangs energy position extremely interesting.

They’re a pure play uranium exploration company with eight projects in Canada’s Athabasca basin, which is basically, you know, hands down the world’s richest uranium district. This is the same basin that hosts Kamiko’s Key Lake and millennial mines. Dennison’s Phoenix and grifying deposits. Fissions projects recently acquired by Palladian energy for 789 million. And Mustang, well, their claims are right in the middle of that neighborhood. We’re talking Ford Lake, it’s right near Kamiko and Dennison. Cigar Lake East, it’s adjacent to one of the highest grade uranium mines on earth. Yellowstone and Yellowstone East bordering the Palladian deal and spur and 914 West located near Kamiko’s Uranium Mill at Key Lake.

Now they’ve already secured an option agreement with Sky Harbor resources for the 914 W project 3191 hectories of underexplored land in the southern basin, a hotbed for future discoveries. Now their 2025 Julian program is lined up to tap this potential just as uranium demand ramps globally. But of course, thinking about timing, right now uranium prices are down about 36% from their peak earlier this year. It’s a correction. But in my view, it’s also an opportunity, especially when you consider the US is looking to build a strategic uranium reserve. We have tech giants like Amazon, Meta, Oracle, Alphabet, they’re all invested into small modular reactors to power their data centers.

You have AI compute demand that’s increasing power consumption 8x by 2030. You have 22 countries that just pledged to triple nuclear capacity by 2050. So this isn’t just like a fringe energy play anymore. Then you add Mustang energy and how they’re positioned at the intersection of North American energy security, a rising nuclear renaissance, and some of the highest grade uranium real estate in the world. So if you’re tracking the shift toward hard assets, energy independence, resource nationalism, then you might want to put Mustang energy MEC PF on your list of companies to watch just give them a watch.

The link is in the description down below. Of course, as always, you know, do your own due diligence, look at their 2025 roadmap, study the location of their projects, and pay attention to how this narrative plays out. Okay, now let’s bring this video home and talk about how we position ourselves from this back to Trump’s tariffs on Canada, right? Again, like I said, they’re not about trade. They’re not about immigration. They’re not even really about Canada. They’re about strategic control of the future. Because when you control the minerals, you control the energy, when you control the energy, you control everything built on top of it, the world, defense, infrastructure, AI, semiconductors, electric vehicles, currency systems, global power.

And this was the first shot in the resource realignment. And most people still think it’s about lumber and dairy or fentanyl. So the real question isn’t whether you agree with Trump tactics, whether they’re good or bad doesn’t matter. The real question is, are you paying attention to what comes next? Because while the headlines are focused on the noise, the people who actually understand how power shifts economically, politically, financially, we’re already moving capital. They’re the ones building supply chains. They’re front running the next decade. If you want to be part of the shift, and not a casualty of it, then this is where you start paying attention.

Now for an even bigger story than this, that you should definitely be watching what Trump is doing right now. What he did to just guarantee the US dollar remains the dominant reserve currency of the world by changing the game. You might want to watch this video right here. Otherwise, let me know what you think about this video. Give me a thumbs up if you like it. Thumbs down. If you don’t either way, let me know in the comments down below. That’s what I got to your success. I’m out. [tr:trw].

See more of Mark Moss on their Public Channel and the MPN Mark Moss channel.