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November 26, 2024 Today presented a good example of the difference between governance by social media and governance by policy, although incoming presidents traditionally stay out of the way of the administration currently in office. Last night Trump announced on his social media site that he intends to impose a 25% tariff on all products coming into the US from Mexico and Canada until such time as drugs, in particular fentanyl and all illegal aliens stop this invasion of our country. Trump claimed that they could solve the problem easily and that until they do, it is time for them to pay a very big price. In a separate post, he held China to account for fentanyl and said he would impose a 10% tariff on all Chinese products on top of the tariffs already levied on those goods. Thank you for your attention to this matter, he added. In fact, since 2023 there's been a drop of 14.5% in deaths from drug overdose, the first such decrease since the epidemic began. And Border Patrol apprehensions of people crossing the southern border illegally have fallen to the lowest number since August 2020 in the midst of the pandemic. In any case, a study by the libertarian Cato Institute shows that from 2019 to 2024, more than 80% of the people caught with fentanyl at points of entry where the vast majority of fentanyl is seized were U.S. citizens. Very few undocumented immigrants and very little illegal fentanyl come into the US From Canada. Washington Post economics reporter Kathryn Rampal noted that Mexico and Canada are the biggest trading partners of the United States. Mexico sends cars, machinery, electrical equipment and beer to the U.S. along with about $19 billion worth of fruits and vegetables. About half of U.S. fresh fruit imports come from Mexico, including about two thirds of our fresh tomatoes and about 90% of our avocados. Transferring that production to the US would be difficult, especially since about half of the 2 million agricultural workers in the US are undocumented, and Trump has vowed to deport them all. Rampel points out as well that Project 2025 calls for getting rid of the visa system that gives legal status to agricultural workers. U.S. farm industry groups have asked Trump to spare the agricultural sector, which contributed about $1.5 trillion to the US gross domestic product in 2023 from his mass deportations. Canada exports a wide range of products to the US including significant amounts of oil. Rampel quotes Gas Buddies head of petroleum analysis Patrick DeHaan as saying that a 25% tax on Canadian crude oil would increase gas prices in the Midwest and the Rockies by 25 cents to 75 cents gallon, costing US consumers about $6 billion to $10 billion more per year. Canada is also the source of about a quarter of the lumber builders use in the US as well as other home building materials. Tariffs would raise prices there too. While construction is another industry that will be crushed by Trump's threatened deportations. According to NPR's Julian Aguilar, in 2022, nearly 60% of the more than half a million workers in Texas were undocumented. Construction company officials are begging Trump to leave their workers alone. Deporting them would devastate our industry. We wouldn't finish our highways, we wouldn't finish our schools, the chief executive officer of a major Houston based construction company told Aguilar. Housing would disappear. I think they'd lose half their labor. Former trade negotiator under George W. Bush, John Verano said Trump's plans would violate U.S. trade agreements, including the United States Mexico Canada Agreement, or USMCA, that replaced the 1994 North American Free Trade Agreement that Trump killed. The USMCA was negotiated during Trump's own first term, and although it was based on nafta, he praised it as the fairest, most balanced and beneficial trade agreement we have ever signed into law. It's the best agreement we've ever made. Trump apologists immediately began to assure investors that he really didn't mean it. Hedge fund manager Bill Ackman posted that Trump wouldn't impose the tariffs if Mexico and Canada stopped the flow of illegal immigrants and fentanyl into the U.S. trump's threat simply meant that Trump is going to use tariffs as a weapon to achieve economic and political outcomes which are in the best interest of America, ackman wrote. Iowa Republican lawmaker Senator Chuck Grassley, who represents a farm state that was badly burned by Trump's tariffs in his first term, told reporters that he sees the tariff threats as a negotiating tool. Foreign leaders had no choice but to respond. Mexican President Claudia Sheinbaum issued an open letter to Trump, pointing out that Mexico has developed a comprehensive immigration system that has reduced border encounters by 75% since December 2023 and that the US CPB1 program has ended the caravans he talks about. She noted that it is imperative for the US And Mexico jointly to arrive at another model of labor mobility that is necessary for your country and to address the causes that lead families to leave their places of origin out of necessity. She noted that the fentanyl problem in the US Is a public health problem and that Mexican authorities have this year seized tons of different types of drugs 10,340 weapons and arrested 15,640 people for violence related to drug trafficking, and added that 70% of the illegal weapons seized from criminals in Mexico come from your country. She also suggested that Mexico would retaliate with tariffs of its own if the US imposed tariffs on Mexico. Canadian Prime Minister Justin Trudeau did not go that far, but talked to Trump shortly after the social media Post. The U.S. is Canada's biggest trading partner and a 25% tariff would devastate its economy. The premier of Alberta, Danielle Smith, seemed to try to keep her province's oil out of the line of fire by agreeing with Trump that the Canadian government should work with him and adding, the vast majority of Alberta's energy exports to the US Are delivered through secure and safe pipelines, which do not in any way contribute to these illegal activities at the border. Trudeau has called an emergency meeting with Canada's provincial premiers tomorrow to discuss the threat. Spokesperson for the Chinese Embassy in Washington, Liu Pengu simply said, no one will win a trade war or a tariff war, and the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality. In contrast to Trump's sudden social media posts that threatened global trade and caused a frenzy today, President Joe Biden this evening announced that after months of negotiations, Israel and Lebanon have agreed to a ceasefire brokered by the US and France to take effect at 4am local time on Wednesday. This is designed to be a permanent cessation of hostilities, biden said. Lebanon's Iran backed Hezbollah attacked Israel shortly after Hamas's attack of October 7, 2023. Fighting on the border between Israel and Lebanon has turned 300,000 Lebanese people and 70,000 Israelis into refugees, with Israel bombing southern Lebanon to destroy Hezbollah's tunnel system and killing its leaders. According to the Lebanese Ministry of Public Health, Israeli attacks have killed more than 3,000 people and injured more than 13,000, while CBS News reports that about 90 Israeli soldiers and nearly 50 Israeli civilians have been killed in the fighting. Under the agreement, Israel's forces currently occupying southern Lebanon will withdraw over the next 60 days as Lebanon's army moves in, Hezbollah will be kept from rebuilding, according to Laura Rosen in her newsletter Diplomatic. Before the agreement went into effect, Israel increased its airstrikes in Beirut and Tyre. When he announced the deal, Biden pushed again for a ceasefire in Gaza, whose people, he said, have been through hell. Their world is absolutely shattered. Biden called again for Hamas to release the more than 100 hostages it still holds and to negotiate a ceasef. Biden said the U.S. will make another push with Turkey, Egypt, Qatar, Israel and others to achieve a ceasefire in Gaza with the hostages released and the end to the war without Hamas in power. Today's announcement, Biden said, brings closer the realization of his vision for a peaceful Middle east where both Israel and a Palestinian state are established and recognized, a plan he tried to push before October 7th by linking Saudi Arabia Arabia's normalization of relations with Israel to a Palestinian state. Biden has argued that such a deal is key to Israel's long term security, and today he pressed Israel to be bold in turning tactical gains against Iran and its proxies into a coherent strategy that secures Israel's long term safety and advances a broader peace and prosperity in the region. I believe this agenda remains possible, biden said. And in my remaining time in office I will work tirelessly to advance this vision for an integrated, secure and prosperous region, all of which strengthens America's national security. Today's announcement is a critical step in advancing that vision, biden said. It reminds us that peace is possible.
Michael Moss
Letters from an American was produced at Soundscape Productions, Dedham, MA. Recorded with music composed by Michael Moss.
Letters from an American: November 26, 2024 – Detailed Summary
Heather Cox Richardson's podcast episode for November 26, 2024, delves into the recent political developments surrounding former President Donald Trump's sudden announcement of significant tariffs on imports from Mexico and Canada. The episode juxtaposes this event with President Joe Biden's announcement of a ceasefire in the Middle East, providing a comprehensive analysis of both domestic policy maneuvers and international diplomacy.
At the outset of the episode, an unknown speaker highlights Donald Trump's recent declaration on his social media platform. Trump announced his intention to impose a 25% tariff on all products imported from Mexico and Canada. The stated reasons for these tariffs are primarily to combat the influx of fentanyl and illegal immigration, which he terms an "invasion of our country."
"He [Trump] claims that they could solve the problem easily and that until they do, it is time for them to pay a very big price." [00:07]
Additionally, Trump reiterated his stance against China by threatening a 10% tariff on Chinese goods, exacerbating existing tariffs. This move signifies a continued reliance on trade barriers as a tool for policy enforcement, diverging from traditional governance methods centered around legislative and administrative processes.
Contrasting Trump's rhetoric, the episode presents data indicating improvements in the areas he targets:
Drug Overdoses: Since 2023, there has been a 14.5% decrease in deaths from drug overdoses—the first decline since the epidemic's onset.
Border Apprehensions: Illegal border crossings have dropped to their lowest since August 2020, amidst the COVID-19 pandemic.
A study by the Cato Institute is cited, revealing that from 2019 to 2024, over 80% of fentanyl seizures at US entry points involved U.S. citizens, with minimal involvement from undocumented immigrants and Canadian sources.
Kathryn Rampal, an economics reporter for The Washington Post, provides a detailed analysis of the potential economic fallout from Trump's proposed tariffs:
Mexico’s Exports: Mexico is a major trading partner, supplying the US with cars, machinery, electrical equipment, beer, and approximately $19 billion worth of fruits and vegetables. Half of the US’s fresh fruit imports, including two-thirds of tomatoes and 90% of avocados, come from Mexico.
Agricultural Workforce: Transitioning agricultural production to the US poses challenges, particularly with about half of the 2 million agricultural workers being undocumented—a group Trump has pledged to deport.
Canadian Trade: Canada exports diverse products to the US, including significant oil supplies. Patrick DeHaan, head of petroleum analysis at Gas Buddies, warns that a 25% tariff on Canadian crude oil could increase gas prices by 25 cents to 75 cents per gallon, potentially costing US consumers $6 billion to $10 billion annually. Additionally, tariffs on lumber and other building materials would escalate costs in the construction industry.
John Verano, a former trade negotiator under George W. Bush, opposes Trump's plans, stating they would breach existing trade agreements, notably the United States-Mexico-Canada Agreement (USMCA). Verano emphasizes that USMCA, negotiated during Trump's first term, is the "fairest, most balanced and beneficial trade agreement we have ever signed into law."
The episode captures a spectrum of reactions from various stakeholders:
Bill Ackman, a hedge fund manager, suggests that Trump is "using tariffs as a weapon to achieve economic and political outcomes" beneficial to America, implying that his threats are strategic rather than immediate policy changes.
Senator Chuck Grassley, an Iowa Republican, views the tariff threats as a "negotiating tool," noting that foreign leaders are compelled to respond to Trump's maneuvers.
Construction Industry Concerns: Julian Aguilar from NPR reports that in Texas, nearly 60% of the construction workforce is undocumented. Company executives warn that mass deportations would cripple the industry, halting infrastructure projects like highways and schools.
Trump's declarations have prompted swift responses from international leaders:
"Mexico has developed a comprehensive immigration system that has reduced border encounters by 75% since December 2023." [Timestamp not specified]
Canadian Prime Minister Justin Trudeau acknowledged the severity of the proposed tariffs, stating that a 25% levy would "devastate" Canada's economy. Danielle Smith, Alberta's Premier, attempted to mitigate backlash by asserting that Alberta's energy exports are delivered through secure pipelines, attributing no part of illegal activities to their shipments.
Chinese Embassy Spokesperson Liu Pengu dismissed the notion of a successful tariff or trade war, asserting that China does not knowingly facilitate fentanyl precursor flows into the US.
In stark contrast to Trump's provocative tariff announcements, President Joe Biden made a significant foreign policy announcement:
Ceasefire Agreement: After prolonged negotiations, Israel and Lebanon have agreed to a permanent ceasefire, brokered by the US and France, effective from 4 AM local time on Wednesday. This agreement aims to end hostilities that have resulted in substantial casualties and a refugee crisis, with over 3,000 Lebanese lives lost and significant numbers of Israeli soldiers and civilians killed.
Biden's Vision for the Middle East: Biden outlined his broader strategy for lasting peace in the region, advocating for the establishment and recognition of both Israel and a Palestinian state. He emphasized the importance of transitioning tactical military gains into a strategic framework that ensures Israel's long-term security and regional prosperity.
"I believe this agenda remains possible... Today's announcement is a critical step in advancing that vision, peace is possible." [Timestamp not specified]
Biden's approach underscores a commitment to diplomatic solutions and multilateral engagement, contrasting with Trump's unilateral and confrontational tactics.
Heather Cox Richardson's episode underscores the divergent approaches of former President Trump and President Biden in addressing complex national and international issues. While Trump leverages abrupt and aggressive policy shifts through social media to assert control and address perceived threats, Biden focuses on sustained diplomatic efforts to foster long-term stability and peace. The episode highlights the intricate interplay between domestic policies, economic implications, and international relations, offering listeners a nuanced understanding of current political dynamics.
Produced by Soundscape Productions, Dedham, MA. Music composed by Michael Moss.