Ep 57: Everything Everywhere All at Once: Canada, Mexico, and What’s Next with the 301s?

Ep 57: Everything Everywhere All at Once: Canada, Mexico, and What’s Next with the 301s?


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With a deadline approaching on the Smoot Hawley Section 338 tariffs threatening $20 billion in Canadian imports, our trade insiders unpack a deal no one has seen yet, from what relief on autos, aluminum, steel, and lumber might look like to what the US may have secured on dairy and the removal of retaliation on autos and liquor. They weigh whether it’s a win-win or a negotiating ploy to declare victory before the deal is finalized; whether Prime Minister Carney can sell it to the premiers; and what a revived Keystone XL might add to bilateral relations. Then to Mexico, the good student that has been addressing US concerns unilaterally for a year and only now watches Canada land 232 relief first. Finally, the long delayed 301 report on structural excess capacity: a serious effort to negotiate away barriers, or a pretext to replace the tariffs the Supreme Court threw out? They close on an agency under stress, doing everything everywhere all at once.

Featured Speakers:

Kalutkiewicz Kate

Kate Kalutkiewicz

Senior Managing Director; former Special Assistant to the President and Senior Director for International Trade, National Economic Council, in the first Trump Administration

McLarty Associates

Kate Kalutkiewicz, Senior Managing Director, leads the McLarty trade practice and contributes to the firm’s Europe practice and McLarty Inbound.Kate has managed complex challenges around global trade, industrial, and investment policy for over two decades. Her experience spans roles in government, particularly in Europe and South America, where she honed her skills in negotiating complex international agreements and navigating the nuance around public-private sector interactions.

Kate most recently served as Head of US Trade Policy for Amazon, where she advocated a broad range of international trade and economic issues with the US Government, touching several sectors, including retail, creative content production and distribution, cloud services, sustainable fleet, autos, and hardline manufacturing.

Prior to that, Kate served as Special Assistant to the President and Senior Director for International Trade at the National Economic Council, where she developed and led US trade policy initiatives. During her White House tenure, she led interagency teams responsible for the US G7 Presidency and US positions on supply chain resiliency and support for the economy during the COVID-19 pandemic.

Before serving in the White House, Kate was the Senior Trade Representative at the US Mission to the European Union from 2016-2020. While in Brussels, she was the USTR’s primary interlocutor with the European Commission and Member State authorities responsible for trade.

Before her time in Brussels, Kate held the role of USTR’s Director for European Affairs (2011-2016) and served as Associate Chief Negotiator for the US in the Transatlantic Trade and Investment Partnership negotiations. She began her career at USTR as its Director for Brazil and the Southern Cone (2007-2011), where she was the principal agency representative for implementing and managing US trade policy in Brazil, Argentina, Chile, Uruguay, and Paraguay.

Prior to USTR, Kate was a legislative assistant in the office of Senator James Talent (R-MO), where she supported the Senator on issues related to trade, foreign policy, homeland security, immigration, and the judiciary.

Kalutkiewicz Kate

Kate Kalutkiewicz

Senior Managing Director; former Special Assistant to the President and Senior Director for International Trade, National Economic Council, in the first Trump Administration

McLarty Associates

Kate Kalutkiewicz, Senior Managing Director, leads the McLarty trade practice and contributes to the firm’s Europe practice and McLarty Inbound.Kate has managed complex challenges around global trade, industrial, and investment policy for over two decades. Her experience spans roles in government, particularly in Europe and South America, where she honed her skills in negotiating complex international agreements and navigating the nuance around public-private sector interactions.

Kate most recently served as Head of US Trade Policy for Amazon, where she advocated a broad range of international trade and economic issues with the US Government, touching several sectors, including retail, creative content production and distribution, cloud services, sustainable fleet, autos, and hardline manufacturing.

Prior to that, Kate served as Special Assistant to the President and Senior Director for International Trade at the National Economic Council, where she developed and led US trade policy initiatives. During her White House tenure, she led interagency teams responsible for the US G7 Presidency and US positions on supply chain resiliency and support for the economy during the COVID-19 pandemic.

Before serving in the White House, Kate was the Senior Trade Representative at the US Mission to the European Union from 2016-2020. While in Brussels, she was the USTR’s primary interlocutor with the European Commission and Member State authorities responsible for trade.

Before her time in Brussels, Kate held the role of USTR’s Director for European Affairs (2011-2016) and served as Associate Chief Negotiator for the US in the Transatlantic Trade and Investment Partnership negotiations. She began her career at USTR as its Director for Brazil and the Southern Cone (2007-2011), where she was the principal agency representative for implementing and managing US trade policy in Brazil, Argentina, Chile, Uruguay, and Paraguay.

Prior to USTR, Kate was a legislative assistant in the office of Senator James Talent (R-MO), where she supported the Senator on issues related to trade, foreign policy, homeland security, immigration, and the judiciary.

Edward Gresser

Ed Gresser

Vice President and Director for Trade and Global Markets

Progressive Policy Institute

Ed Gresser is Vice President and Director for Trade and Global Markets at PPI. Gresser rejoined PPI in 2021, after an earlier tour from 2001 to 2011. Before rejoining, he served from 2015 to 2021 as the Assistant U.S. Trade Representative for Trade Policy and Economics at the Office of the United States Trade Representative (USTR), where he led USTR’s economic research unit, oversaw the Generalized System of Preferences, and chaired the 21-agency Trade Policy Staff Committee.

Gresser began his career on Capitol Hill before serving at USTR as Policy Advisor to USTR Charlene Barshefsky from 1998 to 2001. He then led PPI’s Trade and Global Markets Project from 2001 to 2011. After leaving PPI, he co-founded and directed the independent think tank ProgressiveEconomy until rejoining USTR in 2015.

Gresser is a graduate of Stanford University and holds a master’s degree in International Affairs from Columbia University, along with a certificate from the Averell Harriman Institute for Advanced Study of the Soviet Union. He is the author of Freedom from Want: American Liberalism and the Global Economy (2007), has published in a variety of journals and newspapers, and regularly testifies before congressional committees on trade and global-economy topics. His research has been cited by leading academics and international organizations including the WTO, World Bank, and International Monetary Fund, and has been covered by outlets ranging from the New York Times and Washington Post to Vogue, NPR, CNN, Politico, the Wall Street Journal, and the Financial Times.

In 2013, the Washington International Trade Association presented Gresser with its Lighthouse Award, given annually to an individual or group for significant contributions to trade policy.

Edward Gresser

Ed Gresser

Vice President and Director for Trade and Global Markets

Progressive Policy Institute

Ed Gresser is Vice President and Director for Trade and Global Markets at PPI. Gresser rejoined PPI in 2021, after an earlier tour from 2001 to 2011. Before rejoining, he served from 2015 to 2021 as the Assistant U.S. Trade Representative for Trade Policy and Economics at the Office of the United States Trade Representative (USTR), where he led USTR’s economic research unit, oversaw the Generalized System of Preferences, and chaired the 21-agency Trade Policy Staff Committee.

Gresser began his career on Capitol Hill before serving at USTR as Policy Advisor to USTR Charlene Barshefsky from 1998 to 2001. He then led PPI’s Trade and Global Markets Project from 2001 to 2011. After leaving PPI, he co-founded and directed the independent think tank ProgressiveEconomy until rejoining USTR in 2015.

Gresser is a graduate of Stanford University and holds a master’s degree in International Affairs from Columbia University, along with a certificate from the Averell Harriman Institute for Advanced Study of the Soviet Union. He is the author of Freedom from Want: American Liberalism and the Global Economy (2007), has published in a variety of journals and newspapers, and regularly testifies before congressional committees on trade and global-economy topics. His research has been cited by leading academics and international organizations including the WTO, World Bank, and International Monetary Fund, and has been covered by outlets ranging from the New York Times and Washington Post to Vogue, NPR, CNN, Politico, the Wall Street Journal, and the Financial Times.

In 2013, the Washington International Trade Association presented Gresser with its Lighthouse Award, given annually to an individual or group for significant contributions to trade policy.

Chris Padilla

Chris Padilla

Senior Advisor; former Under Secretary of Commerce for International Trade

Brunswick Group

Christopher Padilla is a Senior Advisor based in Brunswick’s Washington, DC office. He brings senior experience from decades spent in government policy and corporate roles, and practical perspective from his time as a supply chain practitioner. He has championed advocacy efforts on trade, tariffs, and tax policy at the highest levels of government worldwide.

Previously, Padilla led global government and regulatory affairs for IBM Corporation for 15 years. He oversaw a team of advocacy professionals in 36 countries, and trade and sanctions compliance for IBM’s global operations.

Before IBM, Padilla held senior roles in the Commerce Department. The President twice appointed him to Senate-confirmed positions, as Under Secretary of Commerce for International Trade, and as Assistant Secretary of Commerce for Export Administration. He also held roles as an Assistant United States Trade Representative, a Senior Advisor at the Department of State, and as a member of the Congressional-Executive Commission on China.

Earlier, he spent 15 years in marketing, business development, and international trade relations roles at AT&T and Eastman Kodak Company. He holds a B.A. and M.A. in international economics from Johns Hopkins University.

Chris Padilla

Chris Padilla

Senior Advisor; former Under Secretary of Commerce for International Trade

Brunswick Group

Christopher Padilla is a Senior Advisor based in Brunswick’s Washington, DC office. He brings senior experience from decades spent in government policy and corporate roles, and practical perspective from his time as a supply chain practitioner. He has championed advocacy efforts on trade, tariffs, and tax policy at the highest levels of government worldwide.

Previously, Padilla led global government and regulatory affairs for IBM Corporation for 15 years. He oversaw a team of advocacy professionals in 36 countries, and trade and sanctions compliance for IBM’s global operations.

Before IBM, Padilla held senior roles in the Commerce Department. The President twice appointed him to Senate-confirmed positions, as Under Secretary of Commerce for International Trade, and as Assistant Secretary of Commerce for Export Administration. He also held roles as an Assistant United States Trade Representative, a Senior Advisor at the Department of State, and as a member of the Congressional-Executive Commission on China.

Earlier, he spent 15 years in marketing, business development, and international trade relations roles at AT&T and Eastman Kodak Company. He holds a B.A. and M.A. in international economics from Johns Hopkins University.

Mike Smart

Michael Smart

Moderator

Managing Director; former Director for International Trade and Investment, National Security Council, The White House; former Trade Counsel, Democratic Staff, U.S. Senate Committee on Finance

Rock Creek Global Advisors

Michael J. Smart is a Managing Director at Rock Creek Global Advisors, where he focuses on international trade and investment policy, including market access and regulatory matters. He also advises multinational companies on sanctions, supply chain policy, and trade-related climate measures.

Mr. Smart previously served as Trade Counsel on the Democratic staff of the US Senate Committee on Finance. In that role, he advised Chairman Max Baucus (D-MT) and members of the committee on various trade matters, including World Trade Organization negotiations and dispute settlement, free trade agreements, agricultural trade, and the trade aspects of legislation to address climate change.

Before joining the Finance Committee, Mr. Smart was Director for International Trade and Investment on the staff of the National Security Council at the White House. Mr. Smart focused on the Doha Development Agenda, trade in financial services, free trade agreements, and bilateral investment treaties. He also served as the lead White House staff for cabinet-level dialogues with Brazil and India.

Mr. Smart was previously an associate at the law firm of Sidley Austin LLP, where his practice focused on international trade and investment policy and dispute resolution. He represented companies and governments in WTO, investment treaty, and NAFTA disputes. Earlier in his career, Mr. Smart was Legislative Director for former Congressman Earl Pomeroy (D-ND).

Mr. Smart has appeared on CNN International, BBC News, Bloomberg News, and Channel News Asia and has been quoted in publications such as the New York Times, Washington Post, Wall Street Journal, Politico, and Financial Times.

Mr. Smart is a member of the Executive Circle of the Institute of International Economic Affairs at The George Washington University and a member of the Board of Directors of the Washington International Trade Association. Mr. Smart received his BA in International Affairs from The George Washington University (Phi Beta Kappa and magna cum laude) and his JD from Georgetown University Law Center (cum laude).

Mike Smart

Michael Smart

Managing Director; former Director for International Trade and Investment, National Security Council, The White House; former Trade Counsel, Democratic Staff, U.S. Senate Committee on Finance

Rock Creek Global Advisors

Michael J. Smart is a Managing Director at Rock Creek Global Advisors, where he focuses on international trade and investment policy, including market access and regulatory matters. He also advises multinational companies on sanctions, supply chain policy, and trade-related climate measures.

Mr. Smart previously served as Trade Counsel on the Democratic staff of the US Senate Committee on Finance. In that role, he advised Chairman Max Baucus (D-MT) and members of the committee on various trade matters, including World Trade Organization negotiations and dispute settlement, free trade agreements, agricultural trade, and the trade aspects of legislation to address climate change.

Before joining the Finance Committee, Mr. Smart was Director for International Trade and Investment on the staff of the National Security Council at the White House. Mr. Smart focused on the Doha Development Agenda, trade in financial services, free trade agreements, and bilateral investment treaties. He also served as the lead White House staff for cabinet-level dialogues with Brazil and India.

Mr. Smart was previously an associate at the law firm of Sidley Austin LLP, where his practice focused on international trade and investment policy and dispute resolution. He represented companies and governments in WTO, investment treaty, and NAFTA disputes. Earlier in his career, Mr. Smart was Legislative Director for former Congressman Earl Pomeroy (D-ND).

Mr. Smart has appeared on CNN International, BBC News, Bloomberg News, and Channel News Asia and has been quoted in publications such as the New York Times, Washington Post, Wall Street Journal, Politico, and Financial Times.

Mr. Smart is a member of the Executive Circle of the Institute of International Economic Affairs at The George Washington University and a member of the Board of Directors of the Washington International Trade Association. Mr. Smart received his BA in International Affairs from The George Washington University (Phi Beta Kappa and magna cum laude) and his JD from Georgetown University Law Center (cum laude).

FEATURED AUDIO

August 21, 2026

Ep 57: Everything Everywhere All at Once: Canada, Mexico, and What’s Next with the 301s?

00:00 / 00:00

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