Despite political rhetoric claiming a nation doesn't need another country's resources, economic and energy security realities often reveal deep dependencies that contradict such statements. The US approval of the Bridger pipeline from Canada demonstrates this principle: while political statements may claim independence, strategic energy security requires reliable, stable supply chains, especially during global disruptions like the Iran conflict. The pipeline approval reflects the reality that Canada supplies 1.6 billion barrels of oil to the US in 2025 alone, making it the largest supplier, and the US needs Canadian heavy crude for its refineries despite producing light shale oil domestically.
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Trump Said America Didn’t Need Canada’s Oil… Then THIS HappenedAdded:
So wait.
I thought the US didn't need Canada's oil. Didn't Trump literally say we have more than anybody? We don't need Canada's oil and gas. We don't need their cars. We don't need their energy.
We don't need their lumber.
We don't need anything that they uh that they give. We do it because we want to be helpful, but it comes a point when you just can't do that. You have to run your own country.
And to be honest with you, Canada only works as a state. It doesn't We don't need anything they have.
So why is this suddenly approving a massive new pipeline from Canada to the US?
Yeah.
Something is not adding up. the presidential permit authorizing the Bridger pipeline, sir. This is a transborder pipeline similar to the old Keystone XL pipeline. It'll significantly expand our ability to move oil around around North America oil and gas around North America. It's a huge deal in terms of long-term energy dominance and energy security.
>> Slightly different than the last administration.
Today we didn't sign a pipeline deal and we have pipelines going up and By the way, they're way underground.
They're not a problem. Nobody even knows they're there. It's so crazy, but they wouldn't approve anything having to do with the pipeline and they agreed as opposed to trucking it or training it. It was uh they agreed.
And today we are going to break it down because this move, it tells you everything about power, dependency, and why Canada is sitting on a leverage people keep underestimating.
But first, if you're new here, subscribe and like this video. You already know, we break down global politics and economy in a way that actually makes sense. So here's what just happened.
Trump signs off on a major new Canada-US crude pipeline, the Bridger project. We are talking over 1 million barrels per day capacity potential to increase Canada's oil exports to the US by over 12%. And according to the White House, they are calling it a huge deal for long-term energy dominance.
Energy dominance. Let that sink in because just months ago, the same administration was saying we don't need Canada's oil. So, which one is it?
President Trump's approved is a proposal from Bridger Pipeline. It's to go from the US-Canada border in Montana and to take crude oil from Canada through to Wyoming. In many ways, this is a variation on that alive then it was dead then it was alive again then it was dead again, Keystone XL Pipeline. And Donald Trump definitely pointed that out today.
So, same pipeline energy you might say, but this one will have a smaller different route. It's going to use some of the same parts or plans as Keystone XL did, but this is a different project.
For one thing, it's going to Wyoming which was not where the other one was going to land. And it is now approved on the American side. So, it could make things a little bit easier on the Canadian side. Down in the US, all of these things need to be constructed, right? The pipeline doesn't really exist yet. But here in Canada, there's already pipe in the ground leftover from when Joe Biden canceled Keystone XL on his first day in office. And so, it's quite seamless on the Canadian side. There was no problems on the Canadian side. Even the Liberals, Justin Trudeau Liberals, had approved Keystone XL. It was the American side we had the problem.
>> On this side of the border, it's a company called South Bow that's involved. And that company has been taking what a lot of folks would call the the remnants of Keystone and they're putting it into a project called the Prairie Connector. And that would go from here in Alberta to, you know, you guessed it, the border in Montana. In a statement, South Bow told me it's still evaluating that project. So, no firm confirmation from them that this is a go, but they've also been going through a process called open season earlier this year. And that's essentially publicly assessing how much companies would fill that pipe with on the Canadian end of things. It's like assessing demand. So, it's fair to point out while they won't say yes, we are going with this, they are certainly moving in that direction through their actions. And this is where most people get it wrong. They think this is hypocrisy. It's not. It's pressure revealing reality. Let me explain what's actually going on here. The US does produce a lot of oil, but not the right kind. The US produces a lot of light shale oil, but their refinery, especially in the Midwest and Gulf Coast, are built for heavy crude.
Guess who supplies that?
Canada.
Canada is the largest supplier of crude oil to the US. We are talking 1.6 billion barrels exported in 2025 alone.
So, when Trump says we don't need Canada's oil, that's politics. When he signs a pipeline, that's reality.
The Iran war just changed everything.
This is the part they are not saying out loud. Ships actually getting through the Strait of Hormuz. There's a lot of confusion right now about what's happening there. In response to US and Israeli military action, Iran moved to block the Strait of Hormuz, sending oil prices soaring and shaking the global economy. The US president has sought to reopen the Strait, but shipping has not returned to pre-war levels. On May 4th, the US Navy temporarily escorted commercial ships through the narrow waterway, but some users were skeptical.
One wrote, "Maps and satellites don't lie. No ships have passed." Is that actually true? What can maps and satellite data really show, and where do they fall short? Let's try to track one of the ships that was reportedly escorted through the Strait. Tracking a vessel online starts with the basics, such as looking for the ship's name. The US Central Command did not identify any vessels in its statement, but Maersk, the world's second largest container shipping company, later said one of its vessels, Alliance Fairfax, was escorted out of the Strait with US military support. We can search for the ship's name on one of the several vessel tracking websites like MarineTraffic or VesselFinder. Enter the ship's name to see photos and its reported location off the coast of the United Arab Emirates in the Persian Gulf. Several other websites report the same, but here is the catch.
The ship's last recorded position is more than 60 old according to multiple tracking platforms. Right now, the global oil system is under stress. The Strait of Hormuz, where about 20% of global oil flows has been disrupted.
Global supply losses are massive.
Millions of barrels per day are being taken offline. Oil prices have already surged above $120 per barrel in some cases. And here's the key parts. The US is already dipping into a strategic petroleum reserve just to stabilize supply. And the storage tanks aren't empty.
Um you're parts of the world like Australia, Philippines, Thailand, you are. But the question is when and where.
Um yeah, I I still say that with you, you know, it's going to be, you know, sometime in the month of May that you're going to end up with um Europe hitting um you know, tank bottoms and in the US it's somewhere in that July 4th time period. If not sooner, by the way. The inventories number coming out of the US, the ones we got last night, the ones last week, I've never seen anything like that before.
>> And I think that it it's important to remember that these inventory numbers um let's define terms. A deficit versus a shortage. We have a deficit today, meaning that demand is above supply and we're drawing inventories. It's not a shortage yet. So, to answer your question, you have the shortages in places like um you know, Asia. And it's not that bad yet um because you're not completely at tank bottoms. Um but in places like Europe and the United States, you're in a deficit and you don't hit the shortages until you hit tank bottoms.
That's not something you do if everything is fine. That's something you do when you see risk coming.
This is about preventing a shortage, not reacting to one. Now, let's be precise.
The US is not out of oil, but they are staring at supply disruptions globally, rising domestic fuel prices, and a war that could get worse if the conflict drags on. Inventories could hit critical levels. Supply chains get tighter.
Prices spike even higher. Analysts are already warning global inventories could reach danger levels if this continues.
So, what do you do? You secure the most reliable source available. And that's Canada. Energy security is not about volume. It's about reliability. Let's be real. The US can get oil from Middle East, currently unstable. Iran, blocked.
Global shipping routes disrupted.
Canada, stable, close, no shipping choke points, direct pipelines. This pipelines is not just about oil.
It's about removing risks from the system. Here's the deeper plea. The war has created a global scramble for oil.
Countries are holding supply, locking in long-term contracts, fighting for stable sources. So, what does the US do?
Expand North American production, increase pipeline capacity, reduce reliance on overseas oil. Because once supply chain tightens, whoever controls local supply wins. Canada is gaining quiet leverage. And this is where it flips. Because the world is literally saying, "We need more stable oil supply from places like the US and Canada."
Canada isn't just helping. Canada is becoming essential.
>> Canada's energy minister says nervous stations are calling him after the attacks on Iran.
>> What's happening in the Middle East right now is very disturbing. And what it absolutely means for our position in the world as an energy and natural resources superpower is we are even more important today than we were before the weekend. The fear is the conflict in the Middle East could lead to the biggest energy disruption not seen since Russia's invasion of Ukraine in 2022.
So, the minister says Canada, being an oil and gas producing nation is being asked to step up.
>> We've already seen an uptick in inquiries about how quickly Canada can expand its clean and conventional energy exports.
>> We don't really know which countries are calling the minister, but his comments make you think about Canada's role in global energy markets and can we scale up production? The minister says Canada's oil and gas, even critical minerals, are in great demand, but scaling them up in the near term is challenging.
>> You don't change the amount of production of LNG or oil or any of the critical minerals in days. World events are giving momentum to two main arguments. First, the case to get more Canadian pipelines and export more Canadian LNG. And also the case for renewables since wind and solar [music] can be relied upon even in times of global conflict. So, let's call it what it is. You can't say we don't need Canada's oil and then expand pipelines, increase imports, strengthen dependency.
That's not independence. That's strategic reliance under pressure. Now, let's answer the big question. Why increase output now? One, war-driven demand plus disrupted supply. Even with economic slowdowns, oil demand is still strong, but supply is getting squeezed globally. Two, the US wants pricing and supply control. More North American oil means less exposure to global chaos.
Three, they don't want Canada pivoting away because if Canada starts sending more oil to Asia, Europe, other markets, then the US loses guaranteed access. So, what do they do?
Lock in the relationship now.
Let me be honest with you. This pipeline is not about not needing Canada. It's about making sure Canada is always part of the equation, especially during a global energy crisis. So, next time you hear we don't need Canada's oil, just remember in the middle of a global oil crisis, they just approved a pipeline to get more of it. That tells you everything. Let me know what you think.
Is this smart strategy from the US or is Canada quietly becoming more important than anyone wants to admit?
And if you made it this far, don't forget to like and subscribe because we are just getting started. So, YouTube thinks you like this video over here.
Thank you so much for watching. See you in the next one. Over.
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