Key question KQ-46 · Trade, tariffs and sanctions

Between 5 Nov 2026 and noon EST on 3 Jan 2027, does a proclamation or published US-Canada arrangement end or lower the 50% Section 338 duty on Canadian products, or remove lines or a list from it?

From Q-030 Sealed 6 Nov 2026 Resolves by 3 Jan 2027 Open

Our standing estimate

Three outcomes that together make 100%. Our estimate, scored when it resolves.

  1. No: Canada duty cut by proclamation

    62% · likely · confidence not registered

    The documents published by 31 Jan 2027 show it did not happen in the window.

    F-0326 · Open

  2. Canada duty cut by proclamation

    33% · unlikely · confidence not registered

    A proclamation or published US-Canada arrangement in the window ends or lowers the 50% Section 338 duty, or removes tariff lines or a product list from it.

    F-0325 · Open

  3. Not settled: Canada duty cut by proclamation

    5% · very unlikely · confidence not registered

    The record published by 31 Jan 2027 does not settle whether it happened.

    F-0327 · Open

The situation when it was sealed (6 Nov 2026). The Canada duty, 50% since 22 August, has moved only by proclamation.

How it moved

Each point is a sealed register row. There is one sealed estimate for each outcome so far: a new point is added only when we register a new estimate, and the old one stays listed and scored.

How the estimates moved: each point is a sealed register row; the figures are in the table that follows.050100%6 Nov 2026123
The vertical line is 11 Nov 2026. Numbers match the outcomes above.
Every sealed estimate for this question: outcome number, register row, date sealed, estimate, status
No.RowSealedEstimateStatus
1F-03266 Nov 202662%Open
2F-03256 Nov 202633%Open
3F-03276 Nov 20265%Open

Reassessments

No reassessment yet.

Signposts

What the brief says would move the view, quoted from it.

No signpost is published for this question yet.

Why it matters, by category

Trade, tariffs and sanctions

  • He can raise or cut the main tariff programmes alone before 3 January.

  • Can he raise or cut the main tariff programmes alone before 3 January?

    The firm puts a cut to the Canada duty or its lists before 3 January at 33%, our estimate, set by the firm, scored when it resolves. Read it in the brief

Countries it touches

The countries our register links to these forecasts, most often linked first.

How it resolves

The registered words that decide each forecast, quoted unchanged.

  • F-0325

    “Resolves if: A proclamation or published US-Canada arrangement dated 5 Nov 2026 to noon EST 3 Jan 2027 ends or lowers the 50% Section 338 duty on products of Canada, or removes tariff lines or a product list from it.”

  • F-0326

    “Resolves if: The documents published by 2027-01-31 show that this did NOT happen in its window: A proclamation or published US-Canada arrangement dated 5 Nov 2026 to noon EST 3 Jan 2027 ends or lowers the 50% Section 338 duty on products of Canada, or removes tariff lines or a product list from it.”

  • F-0327

    “Resolves if: The record published by 2027-01-31 does not settle whether this happened in its window: A proclamation or published US-Canada arrangement dated 5 Nov 2026 to noon EST 3 Jan 2027 ends or lowers the 50% Section 338 duty on products of Canada, or removes tariff lines or a product list from it.”

The seals: each statement’s SHA-256 fingerprint
  • F-0325 sealed 6 Nov 2026SHA-256 0cca545db53aecc107ea25ce9b4d06a2ab6d918f1d48389308fb4402eec651b1
  • F-0326 sealed 6 Nov 2026SHA-256 c82bfbd8272cbc722a93d49a98da26afe0259086fced08048de957fd816390d6
  • F-0327 sealed 6 Nov 2026SHA-256 456c87fb4b3d1421dd5349fff536f7b501784c47364bb6ea9705df98f39a8392

Each probability is our estimate, scored when it resolves. Forecasts are general research on public events and policy; they are not investment, legal or tax advice.