The M&E Dispatch // 041

Hello Everyone,

Saturday’s coming fast, and with it, so are the tariffs. Or at least, that’s what we’re being told. But here’s the thing—no one seems to know what exactly is being tariffed. Will it hit oil and gas? Surprisingly, not likely. Lumber? Likely. Potash? Almost certainly.

And yet, here we are, two days out, and we’re supposed to believe there’s a plan.

A plan without a plan? A concept of a plan?

If this sounds familiar, it’s because we’ve seen it before. A political move made in broad strokes with little regard for the downstream consequences. But this time, it’s not just another softwood lumber spat or a pipeline bottleneck—it’s going to hit something even more fundamental. Something that the U.S. absolutely needs but doesn’t talk about much.