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February 28, 2026

Daily Briefing — 2026-02-28

China Compass Daily Briefing

 
CHINA COMPASS
Briefing · 2026-02-28 · 20 signals
Canada-China bilateral trade (December 2025)
$10.2B
Imports
$7.0B
Exports
$3.2B
📋 Today's Briefing

China has announced a significant move in its trade relations with Canada, signaling a potential thaw in tensions. The suspension of additional tariffs on certain Canadian imports, effective March 1, 2026, to December 31, 2026, is a notable development. This decision comes after China imposed tariffs of 100% on oil cakes and peas and 25% on lobsters and crabs from Canada.

In other news, China's Ministry of Defense has issued a stern warning to the US and other non-regional countries regarding the South China Sea. The spokesperson emphasized that any attempts to disrupt the region will fail, particularly in response to recent shows of force near Huangyan Dao. This statement reflects China's assertive stance in the region and its ongoing territorial disputes.

Additionally, China has temporarily suspended anti-dumping tariffs on some Canadian products, including a reduction in tariffs on canola oil-based products and a zero-tariff rate for importing Chinese electric vehicles. This measure is seen as a positive step towards improving trade relations between the two countries.

The bottom line: China's tariff suspension and its assertive stance in the South China Sea highlight the complex dynamics of Canada-China relations. While trade tensions ease, geopolitical tensions persist. China Compass continues to monitor these developments and their potential impact on Canada-China relations.

China Compass is your daily intelligence briefing, tracking Canada-China relations, trade, and geopolitical signals. Visit www.chinacompass.ca for more insights.

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🔔 Top Signals
📦 trade
China will suspend additional tariffs on certain imports from Canada.
Why it matters
China has decided not to impose additional tariffs on certain imports from Canada for the period of March 1, 2026 to December 31, 2026.
→ This decision is part of specific arrangements made by China and Canada regarding economic and trade issues in areas such as electric vehicles, steel and aluminum products, and agricultural and aquatic products.
Xinhua · 2026-02-27
🛡️ military
Chinese Ministry of Defense says any attempt to disrupt the South China Sea will fail.
Why it matters
The Chinese defense ministry spokesperson warned that any attempts to stir up trouble in the South China Sea will fail.
→ The Chinese military remains on high alert to ensure no attempt succeeds and maintain regional peace and stability.
Xinhua
📦 trade
China announced on March 1st that it would temporarily suspend anti-dumping tariffs on some Canadian products.
Why it matters
Starting from March 1, China temporarily waived retaliatory tariffs on some Canadian products, including reducing the tariff on products based on canola oil from 84% to about 15%, and zero-tariff under a preferential rate of 6.1% for importing 49,000 Chinese electric vehicles.
→ This measure was in response to Canada's relaxation of measures targeting China’s electric vehicles and steel products.
RFI Chinese
🏛️ political
A simple test for Canada-China trade: Stephen Nagy in the Hamilton Spectator
Why it matters
This article highlights concerns about Canada-China trade dynamics, particularly given Canada's geographical proximity to the United States and potential leverage Beijing may exert through economic integration.
→ The article suggests a critical test for any Canadian-China trade proposal is whether it strengthens reliance on an ally (the US) or creates new risks with Washington and Beijing.
Macdonald-Laurier Institute
🛡️ military
Pakistan declares ‘open war’ on Afghanistan, strikes major cities
Why it matters
Pakistan declared "open war" on Afghanistan after striking major cities including Kabul and Kandahar.
→ Pakistan's air-to-ground missile attacks were retaliation for Afghan attacks on Pakistan that escalated tensions over Afghanistan allegedly harboring Pakistani Taliban militants.
Globe and Mail
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