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Trump’s Fentanyl Tariff Claims Crumble as U.S. Intelligence Clears Canada

U.S. Director of National Intelligence Tulsi Gabbard disclosed during a Senate Intelligence Committee hearing on Tuesday that Canada was not identified as a major drug danger in the nation's most recent Annual danger Assessment.
Trump’s Fentanyl Tariff Claims Crumble as U.S. Intelligence Clears Canada

The intelligence of his own government is refuting U.S. President Donald Trump’s allegations of widespread fentanyl trafficking from Canada, which he used to support his high trade tariffs. In stark contrast to Trump’s bluster, U.S. Director of National Intelligence Tulsi Gabbard disclosed during a Senate Intelligence Committee hearing on Tuesday that Canada was not identified as a major drug danger in the nation’s most recent Annual danger Assessment.

The disclosure raises questions regarding the president’s trade policies’ legitimacy and the potential diplomatic repercussions for Canada.

During the hearing, Democratic Senator Martin Heinrich from New Mexico challenged Gabbard on the mismatch between Trump’s claims and the intelligence community’s findings. He highlighted how the president had labeled fentanyl trafficking from Canada as an “unusual and extraordinary threat,” a claim that served as the basis for imposing tariffs on Canadian imports.

“The president has stated that the fentanyl coming through Canada is massive, and actually said it was an unusual and extraordinary threat, and that was the language that was used to justify putting tariffs on Canada. I’m just trying to reconcile those two issues,” Heinrich said.

Gabbard acknowledged she did not have the exact figures on Canadian fentanyl trafficking at hand but pledged to provide the data later. However, Heinrich countered with official U.S. Customs and Border Protection (CBP)statistics, which revealed that less than 1% of fentanyl seized at U.S. borders in fiscal 2024 came from Canada.

CBP data showed that only 45 pounds of fentanyl were intercepted at the northern border last year, compared to over 21,000 pounds seized at the southern border with Mexico.

Despite the lack of evidence supporting Trump’s claims, Canada has introduced sweeping border security measures in an effort to shield itself from further trade penalties. The federal government has invested more than $1 billion into new anti-trafficking initiatives, including:

  • Appointing a “fentanyl czar” to lead enforcement efforts.

  • Classifying Mexican cartels as terrorist organizations to combat drug-related crime.

  • Forming a Canada-U.S. joint strike force focused on dismantling organized crime networks and curbing fentanyl trafficking.

  • Deploying additional helicopters, drones, and border officers to strengthen surveillance.

While Canada’s tough stance is intended to demonstrate its commitment to border security, experts caution that it may inadvertently validate Trump’s false claims.

“Every time Canada plays along with Trump’s claims, we are reinforcing the reality of those words, making them real, and also demonstrating that we are willing to be browbeaten into doing things that the President asks,” warned Stewart Prest, a political science lecturer at the University of British Columbia.

Prest argued that Trump’s rhetoric, despite being factually inaccurate, carries significant influence over his supporters, making it difficult for Canada to discredit the narrative.

“What Donald Trump says creates a kind of reality all of its own, given the power that his words have among his supporters. So, I think this is a moment where we can remind ourselves that there is a strong relationship there, if we work towards it again, but we can’t take anything from this that we are indeed moving in that direction,” Prest added.

As Canada braces for federal elections and trade negotiations with the U.S. remain ongoing, experts warn that Trump’s false fentanyl narrative could further strain diplomatic ties. Despite Ottawa’s billion-dollar border security investments, the president’s accusations—regardless of their inaccuracy—could shape public perception and fuel protectionist policies.

“But I do think this would serve to underscore the points that Canadian politicians and Canadian people have been making throughout this growing confrontation…Canada is not a threat to the United States,” Prest concluded.

With Trump’s rhetoric influencing U.S. trade policy and fueling political discourse ahead of a possible 2025 re-election bid, Canada may face further diplomatic and economic challenges.