10/04/2026
Is Canada’s freight system strong where it counts volume—and strained where it counts reliability?
Rail and some ports are setting records. CPKC moved 2.94M tonnes of grain in September. Vancouver handled 88.1M tonnes in the first half.
Manufacturers are feeling something else: PMI at 51.5, input costs at their highest since July 2022, delivery times at their longest since August 2022, and export orders falling for a fourth month.
Governments on both sides are adding pressure. Canada’s counter-tariffs hit roughly $27.6B of U.S. goods on Sept. 8. On Sept. 29, a U.S. ban on nearly US$1B of Canadian imports took effect. Trump predicted Canada would apologize. Carney said it wouldn’t.
So here’s the real question:
If Canada can move record grain volumes while businesses face higher costs, longer delays and less certainty, are we measuring the system’s strength—or just how much strain it can absorb?