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Trump goes to (trade) war with Canada

21 July 2026 at 23:30
A man dressed as President Donald Trump in front of a Canadian flag outside the White House
A man dressed as President Donald Trump poses for photographs next to Phoenix Bloomfield from Toronto, as he holds up a large Canadian flag outside the White House on March 13, 2025. | Andrew Harnik/Getty Images

Welcome to The Logoff: President Donald Trump announced giant new tariffs on Canada, which are scheduled to start in 30 days. Now negotiators from both countries are scrambling to see if they can be avoided.

What happened? Late on Monday, the White House announced 50 percent tariffs on a slew of Canadian goods — including whiskey, cheese, down jackets, and (naturally) hockey sticks. Because the Supreme Court sharply limited his tariff powers earlier this year, Trump is invoking a largely forgotten and possibly defunct authority under Section 338 of the Tariff Act of 1930.

Previously, these goods had been covered under the USMCA, the trade deal Trump negotiated with Canada and Mexico in his first term to replace NAFTA. But on July 1, the agreement expired and the US declined to renew it. 

Why is Trump doing this? The White House claimed three key grievances: Canadian duties and restrictions on American alcohol, dairy products, and automobiles. Liquor appears to be a special irritant: All but two Canadian provinces have pulled US-made booze from government liquor stores, and even some Democrats have complained.

However, the alcohol boycott began as retaliation for the trade war Trump launched in early 2025, when he was talking regularly about Canada becoming America’s 51st state. Much like his effort to reopen the Strait of Hormuz, Trump is trying to fix a problem he caused in the first place.

Interestingly, the tariffs will not go into effect for 30 days. This suggests that they may be less a serious policy initiative than a negotiating tactic. 

What’s the takeaway: Trump’s lifelong fascination with economic warfare has survived the Supreme Court’s rebuke, and he continues to fixate on Canada as a special target of his ire. It is unclear why; both countries have suffered from the breakdown in bilateral relations. 

But whatever the motivation, the ultimate outcome is clear: Icy relations to the north are a permanent fixture of the Trump presidency.

And with that, it’s time to log off…

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Iran may be stronger than we thought

21 July 2026 at 13:30
Iranian missiles in front of a mountain backdrop.
Iran-made ballistic missiles and two satellite carriers are displayed at a war museum in Tehran, Iran, on April 2, 2026, amid US-Israeli military operations in Iran. | Morteza Nikoubazl/NurPhoto via Getty Images

Even as the US conflict with Iran threatens to escalate once again, diplomatic talks break down, and US and Israel officials again flirt with the idea of pushing for regime change, President Donald Trump remains reportedly very reluctant to send US ground forces into Iran. That would risk causing large numbers of American casualties and pushing a war that many Americans have largely tuned out, even if they oppose it, back to the center of public debate. 

But that, tragically, does not mean that American troops involved in the conflict are necessarily safe. The past few days have been the deadliest for US forces since an initial ceasefire went into effect in April. On Friday, two US servicemembers were killed in a missile strike on a base in Jordan, marking the second time in two days that Iranian missiles had managed a direct hit on the base. On Saturday, a third US servicemember was killed in Iraq during the attempted controlled detonation of a downed Iranian attack drone. Altogether at least 17 US servicemembers have now been killed since the beginning of Operation Epic Fury in February. 

The US escalated its own attacks on Iran in retaliation, including a strike against the missile base in Tabriz, Iran where the attack on Jordan is thought to have originated. Iran has also fired missiles and drones at targets in Bahrain, Kuwait, and Qatar in recent days, most of them intercepted, as well as at several commercial ships in the Strait of Hormuz, where traffic has again ground to a near halt.

If Iran’s ability to shut down the strait has been the biggest surprise of this war, it’s ability to hold targets on land throughout the region at risk, including energy infrastructure and US military bases, with missiles and drones, may be the second. 

This suggests the risks to the US military as well as US allies from Iranian retaliation may only grow, the longer this conflict drags on, even if Trump never commits to “boots on the ground.” The president has sought to portray this as a war where the risk of death and destruction is borne only by one side, and certainly Iran has sustained far more damage. But there have already been a number of surprises in this war and the risks to the American military may be higher than most anticipated a few months ago.

The growing risk to US troops in the Middle East 

In the early days of the war, the military began shifting troops and equipment from bases in Persian Gulf countries like Bahrain, the United Arab Emirates, and Qatar farther west to Jordan and Israel, where they are subject to fewer local restrictions and where they sit farther from Iranian missile launchers. Satellite imagery and subsequent reporting has revealed that Iranian strikes did far more damage to these bases during the first phase of this war than was revealed at the time. 

More distant US bases may be harder to hit, but they are clearly still within the range of Iran’s missiles and Shahed drones. Some analysts also say the shift may have created new vulnerabilities by concentrating US personnel and equipment in fewer locations. 

The missile strike that killed Lt. Tyler James Feehan and Pvt. Isabella Gonzales on Friday was one of four Iranian attacks against bases in Jordan in just five days. The Iranians in fact appear to be striking Jordan more than Israel in recent days, which could be because these targets are less well-defended than Israeli bases or because they carry less escalation risk: Israeli leaders, unlike Trump, are eager to rejoin the war. 

 US officials suggested to the Wall Street Journal that Iran is adapting to US air defenses by “firing missiles that travel at extremely high speeds and can maneuver as they streak toward the earth,” making them harder to intercept. The officials also suggested the Iranians may be receiving targeting assistance from China or Russia. 

Or it may simply be that if Iranians can keep firing missiles and drones, no system will be able to provide perfect protection. 

“What it actually shows is that Iran is in a lot better shape than was assumed,” said Nicole Grajewski, an expert on Iran’s missile program and professor at Sciences Po in Paris. “Contrary to a lot of the US statements from early parts of the war, Iran still retains quite a significant amount of missile and drone capabilities, and because they’re not operating now under constant aerial bombardment, they may have been able to reconstruct part of it.” 

According to assessments reported in June, Iran still has access to most of its missile sites and around 70 percent of its prewar stockpile. 

And while Iran still possesses the ability to punch, there are growing questions about whether the US air defense capabilities are depleting. At the time of the April ceasefire, the Center for Strategic and International Studies estimated, the US had likely burned through more than 1,000 of its roughly 2,300 stockpile of Patriot interceptors, and between 50-80 percent of the highly advanced THAAD interceptors, designed for use against high-altitude, long-range ballistic missiles. 

The Pentagon has been pushing defense manufacturers to accelerate the production and bring down the costs of advanced interceptors, but that will take months if not longer, depending on the system. In the short term, missile defense scarcity is going to continue to be a source of stress if this conflict escalates. 

“We do not have enough [munitions] to safely sustain operations, and I don’t think the White House is aware of that,” one US official told the Washington Post this week. 

The US no longer dominates the skies the way it once did

US troops in the Middle East have long been vulnerable to missile attacks. One particularly infamous Iraqi Scud missile strike killed 27 American soldiers during the first Gulf War in 1991. 

But the proliferation of one-way attack drones like Iran’s Shaheds have shifted the balance, giving weaker adversaries the ability to target US bases at low cost. The attack that killed the two servicemembers on Friday was, like many of Iran’s attacks in this war, a combined missile and drone barrage intended to overwhelm the facility’s defenses. The best-case scenario from these strikes, from a US perspective, is that they are intercepted, albeit at the cost of draining valuable air defense resources. In the worst case, US soldiers are killed. 

A strike on another base in Jordan in early 2024 by the Iran-backed militia group the Islamic Resistance in Iraq, during the war in Gaza, that killed three US servicemembers was in some ways a warning of the risks US troops would face in a scenario where Iran itself targeted them with its full capabilities. Since at least the Korean War, the US military has gotten used to fighting with more or less full control of the skies. As far back as 2022, Gen. Frank McKenzie, commander of US forces in the Middle East, warned that “air superiority is something that we no longer have all the time” due to the proliferation of low-cost drones, which he compared to the improvised explosive devices, many planted by Iranian proxies, that killed hundreds of US troops during the war in Iraq. 

Thankfully, US casualties in this war are still nowhere close to those of either Iraq war. Trump told reporters on Sunday that “We feel very badly” about the deaths but that “those great patriots were out there fighting so that Iran does not have a nuclear weapon.” In recent weeks, the main focus of the war has been control of the Strait of Hormuz, rather than Iran’s nuclear program. 

The hard logic is that just as high fuel prices and declining poll numbers have not yet been enough to deter Trump from continuing to fight Iran, a few American casualties are not enough to be a deterrent to military action. In fact, as this weekend’s retaliatory strikes against Tabriz showed, they may only pull the US deeper into the war. 

As long as Trump avoids a ground invasion, Iran’s ability to target and kill US troops will remain limited. But as this past weekend’s events showed, that ability exists, and there is only so much the US can do to prevent it. The risk of an even larger catastrophe for American troops in the Middle East will only grow the longer this war goes on.  

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