This week's intelligence — Issue #002 · April 8, 2026
▸ Updated Tuesday
India's CEPA entered into force this week, unlocking preferential tariff access for Canadian critical minerals, agri-food, and cleantech exports. Alongside the Indonesia FIPA ratification, this is the most significant week for Canadian trade agreements since 2023.
Biggest Opportunity
🇮🇳 India across Critical Minerals, Agri-food, and Energy — CEPA tariff reductions now in effect. Exporters should confirm HS code classification under the new schedule immediately.
Biggest Risk
🇨🇳 China — SAMR canola seed restrictions tightening ahead of spring planting. Agri-food exporters with Chinese buyer relationships should seek written shipment confirmation before end of April.
Watch — Next 30 Days
CUSMA joint review (July 2026) pre-positioning has begun. Watch for U.S. statements on rules of origin for critical minerals and EV battery components.
Intelligence signals — six sectors
▸ Updated Tuesday
Critical Minerals · India
Opp
Energy & Cleantech · Indonesia
Opp
CAD exchange rates
● Live · Bank of Canada
CAD/USD
A weaker CAD lifts export revenues in USD contracts
CAD/EUR
CETA market — tariff-free access
CAD/GBP
CUKTCA market — CETA-equivalent access
CAD/JPY
CPTPP market — ¥ per CAD
CAD/CNY
Largest bilateral trade risk market
CAD/AUD
CPTPP partner — comparable export profile
Trade agreement status
▸ Reference
CUSMA / USMCA
Joint Review Jul 2026
Guide →
CPTPP
In force · 11 members
Guide →
Canada–India CEPA
In force · April 2026
India →
Canada–UK CUKTCA
Upgrade negotiations
Guide →
Indonesia FIPA
Ratified · April 2026
Dossier →
Canada–GCC FTA
Negotiations ongoing
Guide →
Commodity context
▸ Weekly pipeline
Programme deadlines
▸ Reference
Up to C$50,000 · All sectors
May 29
Supplier registration · Aerospace & Defence
Open Now
Tech & innovation firms · Rolling intake
Rolling
Critical Minerals · C$1.5B fund · 2026–30
Open
Working capital facility · All sectors
Open
Energy & Cleantech · NRCan
Open
Canadian spotlight
▸ Weekly
How Cameco Turned a U.S. Uranium Revival into a $2.6B India Deal
Cameco's 18-month positioning — securing long-term contracts ahead of demand and aligning with Canada's G7 critical minerals diplomacy — created the conditions for this week's India agreement. The lesson: government trade diplomacy creates market access, but only companies already positioned can capture it when the window opens.
Read full analysis →
FDI Monitor
▸ Quarterly · StatCan
Inbound FDI
C$85.5B
2024 · StatCan
YoY change
+36.2%
ICA reviews
Active
Investment Canada Act · ISED →
Latest signal
UAE $70B
Nov 2025 · energy & minerals
TSX stock watch — corporate intelligence
▸ Weekly pipeline
CCO.TO
Cameco Corporation
Critical Minerals
NTR.TO
Nutrien Ltd.
Agri-food
BBD-B.TO
Bombardier Inc.
Aerospace
SHOP.TO
Shopify Inc.
Technology
BLDP.TO
Ballard Power Systems
Energy
DND — NORAD modernisation radar systems RFI — Canadian content preferred
PSPC — AI and cybersecurity professional services, GC cloud security framework
NATO NSPA — vehicle battery supply, allied standard · EV transition procurement
EU TED — graphite anode materials, EV battery supply chain framework agreement
AAFC — pulse crop market development, Southeast Asia distributor network