Robert McKellar

Friday’s Tree Frog interview with political risk expert Robert McKellar drew exceptional interest—and for good reason. Given reader response and the ongoing fallout from Trump’s trade policies, we’re featuring it again for those who missed it. McKellar, who divides his time between Turkey and Canada, brings an international perspective to his analysis of Trump’s second-term trade environment and its implications for Canada’s forest sector. His message is clear: US protectionism is not a passing phase. The current tariff and duty structure reflects a broader nationalist realignment that will persist well beyond the Trump presidency. He notes it is unlikely that the upcoming USMCA review will restore pre-Trump-2 market access, and that while Washington is betting tariffs will attract new foreign investment, the result has instead been greater political risk.

McKellar also examines the recent US–China flare-up, concluding it is unlikely to reignite a full-scale trade war. Within the US, he observes that political momentum currently favours the US Lumber Coalition over homebuilders, but that balance could shift if housing affordability again becomes a political flashpoint. Should the housing crisis deepen, Trump has shown he’s willing to adjust course when broader political pressures outweigh protectionist instincts. For Canadian producers, diversification and value-added strategies remain essential—but slow to materialize. That reality underpins McKellar’s central question: “If that’s true—then what?” His answer calls for a fundamental shift in mindset—challenging the sector to rethink its future and chart a course less dependent on the US market. He concludes that companies should view political-risk awareness as a practical framework—linking foresight, market intelligence, and decision-making into a continuous process of adaptation. The tools already exist within most organizations, he says; the opportunity lies in using them more deliberately as part of everyday business planning.