Trump orders removal of Canadian-origin products from U.S. procurement schedules

  • President Trump ordered Canadian-origin products removed from the GSA Multiple Award Schedules.
  • Bombardier fell 7-8% to around C$293.49 amid threats to block U.S. jet sales.
  • Import prohibitions on selected Canadian goods are scheduled to begin September 29, 2026.

President Trump said Canadian-origin products should be removed from the U.S. General Services Administration’s Multiple Award Schedules, a federal procurement platform facilitating more than $50 billion in annual purchasing. Trump said the action responds to what he characterized as insufficient reciprocal access for U.S. companies to Canadian government procurement. Canadian firms with U.S. government exposure fell in early trading after the September 9 announcement. CGI Inc., WSP Global, AtkinsRealis, Stantec and Aecon Group each lost more than 2%, while Bombardier dropped 7-8% to about C$293.49 amid separate threats to restrict its U.S. aircraft sales. Analyst Doug Taylor estimates U.S. government business accounts for 15-20% of CGI revenue. The procurement move expands a wider trade dispute that includes Section 338 import prohibitions scheduled for September 29, 2026. Those restrictions replace 50% additional duties on selected Canadian consumer goods, including specified alcohol, dairy-related products, motorcycles and mopeds above 800cc, while most industrial inputs remain subject to duties. Canada’s retaliatory tariff package was reported to cover about $20 billion of U.S. goods.

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